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 !
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 ?
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.
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!
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!
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.
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!
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
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!
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.
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
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 !
Best Hubspot tutorial on youtube.
Thank you, from a new data entry gal!
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 ?
Nice job Nick! This is a great detailed tutorial for HubSpot beginners!
Thank you! This was great information and exactly what I was looking for!
Thank you for this clear and helpful tutorial.
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.
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!
Great Job Nick!
Thanks bro. Love you... 💌
That is really very helpful Nick!!! Thanks for doing it!!! Very good explanation for a beginner guide. 👍
My absolute pleasure, I am glad the video helped :)
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
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!
Very informative! Thank you for this video, it'll help out our team a bunch!
This is so helpful ,thanks for sharing .
Hi Darlet, thanks for the kind comment, I am glad the video helped! If you have any questions feel free to ask!
This is helpful and the detailing were spot on. thanks
My pleasure! Thanks for such a kind comment Toluwani!
Very helpful video, thank you!
My pleasure, Nikita!
Wonderful tutorial
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.
Did you end up making the switch? What has your experience been like? I'd love to hear from you.
Thank you! Great resource!
Thanks for the kind comment Debbie! If you have any questions please do not hesitate to ask!
Thank you very much for video.
Thank you, Nick, great help and thank you for answering questions
Thanks for the kind comments Sonia, I am glad I could help!
Wow... This is a really great tutorial.
Thanks for such a kind comment Angad! Great to hear the video helped!
This is amazing! Thank you, Nick!
How can I sign up without a company or domain name because I don't have one?????
Do you have a google account? As you are able to sign up using your google credentials! I hope this helps!
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
Thank you so much.
My pleasure Brian!
thank you nick. for this tranining and that cutiest face :)
Mr. Nick can I manage my client emails and calendar using this hubspot?
Hi Analee, yes you will be able to connect both your email and calendar to HubSpot CRM. I hope this helps!
@@NickBoardman thnk u so much!!!
That was soooooooo helpful, thanks mate!
Thanks for the kind comment Clemens, I am glad the video helped! Also, thanks for subscribing!
Hi, can we add tags on the contact? like I wanted to create specific tag for certain group of contacts only.
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!
Hi, can a after hour helpdesk call get converted to text and automatically create a new ticket? Thanks
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
Can we sync crm client with a project management client: hope that made sense
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!
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
Hi Shivani, not that I am aware of, unfortunately! Sorry I couldn't be of more help.
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.
Sweet.
My pleasure David!
How do you add a customer’s addresses
Hello
thank you :)
My pleasure, I am glad the video helped!
“Test snippet email response” isn’t a very good lesson, is it? Why not put something more applicable?
Wedio?
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
This is really helpful. Thanks.
My pleasure! Thanks for the kind comment!