HubSpot CRM Full Training Tutorial For Beginners | Free HubSpot CRM Software | 2022

แชร์
ฝัง
  • เผยแพร่เมื่อ 21 พ.ย. 2024

ความคิดเห็น • 67

  • @thadsamazingjourney
    @thadsamazingjourney 10 หลายเดือนก่อน +3

    Nick - I loved this tutorial. I have worked with multiple CRMs and dabbled a bit with Hubspot. This video was awesome and covered all the important bits one needs to get on with their jobs. The premium features is a different story with all of the customizations, but this video is great for anyone using the software for the first time or joining a company where they might have to use Hubspot for the first time. Well done !

  • @Agent007202
    @Agent007202 2 หลายเดือนก่อน

    Best Hubspot tutorial on youtube.

  • @shawnastephan8858
    @shawnastephan8858 5 หลายเดือนก่อน

    Thank you, from a new data entry gal!

  • @sulmanahmad6943
    @sulmanahmad6943 10 หลายเดือนก่อน

    Informative 👍 I have 2 questions
    1- when leads are importing(through IMPORT CSV ) in Hubspot CRM,is there any assign column to assign specific lead to a team member?
    2- When lead are coming from website,Facebook & wordpress or other sources are they distributing automatically among team members ?
    Like using RoundRobbin or something else ?

  • @HubSpotHacks
    @HubSpotHacks ปีที่แล้ว

    Nice job Nick! This is a great detailed tutorial for HubSpot beginners!

  • @beckyhk1708
    @beckyhk1708 4 หลายเดือนก่อน

    Thank you! This was great information and exactly what I was looking for!

  • @jenniferdamashek4741
    @jenniferdamashek4741 9 หลายเดือนก่อน

    Thank you for this clear and helpful tutorial.

  • @ibukunadegbola4827
    @ibukunadegbola4827 2 ปีที่แล้ว +3

    Thank you for this eye-opening training. Pls, I just want to ask what help can you render for a beginner aspiring to acquire a CRM manager job , and how long is it gonna take? Thank you once again.

    • @NickBoardman
      @NickBoardman  2 ปีที่แล้ว +2

      My pleasure Ibukun! Good question, I would focus on one system, I would recommend Salesforce. Watch as much content as possible on Udemy and TH-cam, and create a sandbox environment for you to test your learnings and explore the system in more detail. I hope this helps!

  • @JosephMin-f6e
    @JosephMin-f6e 11 หลายเดือนก่อน

    Great Job Nick!

  • @ronygeorge1996
    @ronygeorge1996 28 วันที่ผ่านมา

    Thanks bro. Love you... 💌

  • @BlushBeautyClick
    @BlushBeautyClick 2 ปีที่แล้ว +1

    That is really very helpful Nick!!! Thanks for doing it!!! Very good explanation for a beginner guide. 👍

    • @NickBoardman
      @NickBoardman  2 ปีที่แล้ว

      My absolute pleasure, I am glad the video helped :)

  • @medicalturk4888
    @medicalturk4888 2 ปีที่แล้ว +1

    it was so helpful , but in the landing page , how i can connect my non-wordpress landing page to the crm so leads being added to contects directly

    • @NickBoardman
      @NickBoardman  2 ปีที่แล้ว +2

      Great question! What you need to do is embed a form onto your landing page. I go over forms in this video, in the options area when creating a form make sure you have 'always create contact for new email address' selected. This ensures any time someone signs up using the embedded form it creates a new contact for you in HubSpot. Hope this helps, if you have any questions feel free to ask!

  • @jasonbressler59
    @jasonbressler59 ปีที่แล้ว

    Very informative! Thank you for this video, it'll help out our team a bunch!

  • @peacealeke3963
    @peacealeke3963 2 ปีที่แล้ว +3

    This is so helpful ,thanks for sharing .

    • @NickBoardman
      @NickBoardman  2 ปีที่แล้ว

      Hi Darlet, thanks for the kind comment, I am glad the video helped! If you have any questions feel free to ask!

  • @Toluwanihope
    @Toluwanihope 2 ปีที่แล้ว +1

    This is helpful and the detailing were spot on. thanks

    • @NickBoardman
      @NickBoardman  2 ปีที่แล้ว

      My pleasure! Thanks for such a kind comment Toluwani!

  • @nikitapanchigar2916
    @nikitapanchigar2916 2 ปีที่แล้ว +1

    Very helpful video, thank you!

  • @jafaruabdul9357
    @jafaruabdul9357 ปีที่แล้ว

    Wonderful tutorial

  • @TomasGabriel83
    @TomasGabriel83 ปีที่แล้ว

    Thank you for this awesome tutorial Nick. I started looking into Salesforce from our previous conversation, but I think I'll switch over to Hubspots, as it's so much simpler to learn fast. And once I'm ready to take the leap to the paid version, I'll use your link. Thank you again.

    • @zaghir8351
      @zaghir8351 10 หลายเดือนก่อน

      Did you end up making the switch? What has your experience been like? I'd love to hear from you.

  • @happinessyogateacher
    @happinessyogateacher 2 ปีที่แล้ว +1

    Thank you! Great resource!

    • @NickBoardman
      @NickBoardman  2 ปีที่แล้ว

      Thanks for the kind comment Debbie! If you have any questions please do not hesitate to ask!

  • @Ngima_YT
    @Ngima_YT ปีที่แล้ว

    Thank you very much for video.

  • @soniatello4556
    @soniatello4556 2 ปีที่แล้ว +1

    Thank you, Nick, great help and thank you for answering questions

    • @NickBoardman
      @NickBoardman  2 ปีที่แล้ว +1

      Thanks for the kind comments Sonia, I am glad I could help!

  • @angadm.3708
    @angadm.3708 2 ปีที่แล้ว +1

    Wow... This is a really great tutorial.

    • @NickBoardman
      @NickBoardman  2 ปีที่แล้ว

      Thanks for such a kind comment Angad! Great to hear the video helped!

  • @AndySickler
    @AndySickler ปีที่แล้ว

    This is amazing! Thank you, Nick!

  • @jyotirmayeesahu8759
    @jyotirmayeesahu8759 2 ปีที่แล้ว +3

    How can I sign up without a company or domain name because I don't have one?????

    • @NickBoardman
      @NickBoardman  2 ปีที่แล้ว +4

      Do you have a google account? As you are able to sign up using your google credentials! I hope this helps!

  • @PAPCedits
    @PAPCedits ปีที่แล้ว

    I want to learn HubSpot but the link even with google account I still have to provide company website which I don’t have help please

  • @briancarlsahagun9471
    @briancarlsahagun9471 2 ปีที่แล้ว +1

    Thank you so much.

  • @miracsimsek1
    @miracsimsek1 ปีที่แล้ว

    thank you nick. for this tranining and that cutiest face :)

  • @analeecatz8688
    @analeecatz8688 2 ปีที่แล้ว +1

    Mr. Nick can I manage my client emails and calendar using this hubspot?

    • @NickBoardman
      @NickBoardman  2 ปีที่แล้ว +1

      Hi Analee, yes you will be able to connect both your email and calendar to HubSpot CRM. I hope this helps!

    • @analeecatz8688
      @analeecatz8688 2 ปีที่แล้ว

      @@NickBoardman thnk u so much!!!

  • @cg24356
    @cg24356 2 ปีที่แล้ว +1

    That was soooooooo helpful, thanks mate!

    • @NickBoardman
      @NickBoardman  2 ปีที่แล้ว

      Thanks for the kind comment Clemens, I am glad the video helped! Also, thanks for subscribing!

  • @nerejeanresullar277
    @nerejeanresullar277 2 ปีที่แล้ว +1

    Hi, can we add tags on the contact? like I wanted to create specific tag for certain group of contacts only.

    • @NickBoardman
      @NickBoardman  2 ปีที่แล้ว

      Hi Nerejean, the best thing to do is use lists. You will be able to create a list for contacts that either match specific criteria or that you add to the list individually. You are then able to filter the contacts by the lists they are part of. I hope this helps!

  • @CP-Lisa
    @CP-Lisa 2 ปีที่แล้ว +1

    Hi, can a after hour helpdesk call get converted to text and automatically create a new ticket? Thanks

    • @NickBoardman
      @NickBoardman  2 ปีที่แล้ว +1

      This is possible, although complex. We would be happy to assist with setup so feel free to book a free initial meeting here so we can discuss your requirements in more detail - calendly.com/nickboardman/30min

  • @helencrawford4192
    @helencrawford4192 2 ปีที่แล้ว +1

    Can we sync crm client with a project management client: hope that made sense

    • @NickBoardman
      @NickBoardman  2 ปีที่แล้ว +1

      Hi Helen, good question! It would depend on which project management system you are using, I know there is integration available with monday.com. Let me know!

  • @shivanikandwal4177
    @shivanikandwal4177 2 ปีที่แล้ว +1

    Can we automate the notes in free hubspot
    I mean i want for every agent to coumplsary add a note before closing any deal . Is it possible

    • @NickBoardman
      @NickBoardman  2 ปีที่แล้ว

      Hi Shivani, not that I am aware of, unfortunately! Sorry I couldn't be of more help.

  • @lukeparsons1187
    @lukeparsons1187 ปีที่แล้ว

    Seems overly complex for what I need.. I just need something to keep track of customers for a small business.. is this the wrong tool for me?? I don't have teams, I don't have big marketing goals and deals and so on.. my business is not complex.. but I'd like to keep track of customers and their feedback.

  • @davidadams421
    @davidadams421 2 ปีที่แล้ว +1

    Sweet.

  • @carlovenditti3705
    @carlovenditti3705 ปีที่แล้ว

    How do you add a customer’s addresses

  • @zhenithbeauty3491
    @zhenithbeauty3491 2 ปีที่แล้ว +1

    thank you :)

    • @NickBoardman
      @NickBoardman  2 ปีที่แล้ว

      My pleasure, I am glad the video helped!

  • @Kevinmarra
    @Kevinmarra ปีที่แล้ว

    “Test snippet email response” isn’t a very good lesson, is it? Why not put something more applicable?

  • @2xlts752
    @2xlts752 ปีที่แล้ว

    Wedio?

  • @MaximilianHamida
    @MaximilianHamida ปีที่แล้ว

    Why are you making a tutorial video, if you don't even have an access to the platform?
    the info in the video is not even helpful - a 5 years old would have figured out the obvious stuff that you are talking about within 2 minutes on his own, should have aksed Chatgpt instead of wasting time here

  • @millicentifeyinwa3243
    @millicentifeyinwa3243 2 ปีที่แล้ว +1

    This is really helpful. Thanks.

    • @NickBoardman
      @NickBoardman  2 ปีที่แล้ว

      My pleasure! Thanks for the kind comment!