HubSpot how to guides

CRM and records 15

Add steps to a workflow
Associate two records of the same type
Create a property
Create lists
Create time between calculation properties
Create, save and use action sets
Customise object records
Export contacts
Import LinkedIn contacts into HubSpot
Import contacts
Import records and activities
Set and sync record lifecycle stages automatically
Set up a scheduled workflow
Use a goal in a workflow
Use conditional property logic

Sales 14

Create and assign tasks
Create and send sales templates
Create and use playbooks
Create and use snippets
Create custom call and meeting outcomes
Create dynamic sequences
Customise meeting reminders
Enrol and unenrol contacts in sequences with workflows
Log a call, task, email or meeting by hand
Schedule a meeting from a record
Set up a team meeting link
Set up meeting links
Thread emails in sequences
Use pipeline rules and required properties

Marketing 29

A/B test CTAs
A/B test an email
Apply Google Ads recommendations
Automate with HubSpot ads tools
Build a list from ad interactions
Connect CTAs, forms and landing pages to your website
Connect Meta lead ads to HubSpot
Create CTAs
Create a campaign and assign assets to it
Create a pop-up form
Create a social post
Create and set up buyer personas
Create forms
Create smart CTAs
Improve email deliverability
Lead scoring basics
Link your social accounts
Manage and analyse social media
Set up HubSpot memberships
Set up email campaigns
Set up lead scoring
Set up progressive fields in forms
Set up the buyer persona property
Set up your blog for SEO
The beginner's guide to HubSpot ads
Use HubSpot case studies
Use HubSpot's Content Remix
Use smart content in emails
Use smart forms

Service 11

Create a chatbot
Create and customise knowledge base articles
Create custom surveys
Create feedback surveys
Create tickets
Customise a ticket pipeline
Customise ticket pipelines and statuses
Report on SLA performance within operating hours
Set SLAs in the inbox
Set ticket capacity limits per user in Service Hub
Set up the conversations inbox with Sinch SMS

Reporting 3

Create custom funnel reports
Create custom reports
Use the forecast tool

Commerce 6

Create a payment link
Create a quote
Create payment subscriptions
Create products
Set up a product catalogue
Set up invoices

Admin and setup 11

Add users and set permissions
Connect Google Calendar to HubSpot
Connect a Gmail account to HubSpot
Connect your domain
Edit your email signature
Install the tracking code
Link a website to HubSpot, connect the CMS and set up a chatbot
Link your email to HubSpot
Partition assets by team
Set up a URL redirect
Set your default home screen

CRM and records 15

Add steps to a workflow

Associate two records of the same type

Create a property

Create lists

Create time between calculation properties

Create, save and use action sets

Customise object records

Export contacts

Import LinkedIn contacts into HubSpot

Import contacts

Import records and activities

Set and sync record lifecycle stages automatically

Set up a scheduled workflow

Use a goal in a workflow

Use conditional property logic

Sales 14

Create and assign tasks

Create and send sales templates

Create and use playbooks

Create and use snippets

Create custom call and meeting outcomes

Create dynamic sequences

Customise meeting reminders

Enrol and unenrol contacts in sequences with workflows

Log a call, task, email or meeting by hand

Schedule a meeting from a record

Set up a team meeting link

Set up meeting links

Thread emails in sequences

Use pipeline rules and required properties

Marketing 29

A/B test CTAs

A/B test an email

Apply Google Ads recommendations

Automate with HubSpot ads tools

Build a list from ad interactions

Connect CTAs, forms and landing pages to your website

Connect Meta lead ads to HubSpot

Create CTAs

Create a campaign and assign assets to it

Create a pop-up form

Create a social post

Create and set up buyer personas

Create forms

Create smart CTAs

Improve email deliverability

Lead scoring basics

Link your social accounts

Manage and analyse social media

Set up HubSpot memberships

Set up email campaigns

Set up lead scoring

Set up progressive fields in forms

Set up the buyer persona property

Set up your blog for SEO

The beginner's guide to HubSpot ads

Use HubSpot case studies

Use HubSpot's Content Remix

Use smart content in emails

Use smart forms

Service 11

Create a chatbot

Create and customise knowledge base articles

Create custom surveys

Create feedback surveys

Create tickets

Customise a ticket pipeline

Customise ticket pipelines and statuses

Report on SLA performance within operating hours

Set SLAs in the inbox

Set ticket capacity limits per user in Service Hub

Set up the conversations inbox with Sinch SMS

Reporting 3

Create custom funnel reports

Create custom reports

Use the forecast tool

Commerce 6

Create a payment link