What you'll learn:
- Master the HubSpot CRM and all related sections
- Work with HubSpot properties (the #1 element that will allow you to do anything else inside of HubSpot)
- Fully understand how to organize and manage your contacts inside of HubSpot
- Create forms and emails from scratch
HubSpot CRM and Email from Scratch - Intensive Course is an in-depth guide to mastering the HubSpot CRM and Email tools - HubSpot's most relevant features to any professional.
Whether you're a business owner, a sales or marketing professional, or anyone looking to organize contacts and communicate effectively through HubSpot, this course will take you step-by-step through HubSpot's CRM and email functionalities.
By the end of this course, you will be able to:
Master HubSpot CRM Basics:
Navigate and customize your HubSpot account, understanding key account settings and CRM views.
Learn how HubSpot organizes information with objects and object associations for seamless data management.
Use HubSpot default properties, including lifecycle stages, conversion, and web analytics properties, to manage and categorize your contacts effectively. You will also learn how to create your own custom properties.
Add and Manage Contacts in HubSpot:
Add individual contacts, import lists, or sync data from another CRM for efficient contact management.
Customize contact records and use HubSpot’s flexible CRM view to suit your workflow.
Use HubSpot Lists to segment contacts and create targeted groups based on specific criteria.
Capture Leads and Communicate Effectively:
Capture leads through HubSpot Forms and set up personalized marketing emails to engage with your audience.
Create 1-1 emails for sales communications and leverage the HubSpot Sales Extension for streamlined outreach.
Personalize your email communication to build stronger connections with your contacts and customers.
Implement CRM Best Practices:
Ensure data consistency and eliminate duplicate records to keep your CRM clean and effective.
Regularly manage and update contact records by removing outdated or incorrect information.
Organize your deals and tickets data, and learn lead segmentation techniques to enhance your CRM's efficiency.
I’m Thalita, a certified HubSpot expert with over 13 years in Digital Marketing, specializing in HubSpot since 2018. I’ve helped businesses and professionals worldwide leverage HubSpot CRM and email tools to achieve their goals.
Here’s what one student had to say about my courses:
"I just completed the course—and my only reaction is: WOW! Super valuable for entrepreneurs, consultants (such as myself), and small businesses. Thalita successfully managed to transfer her rich knowledge in a meticulous manner. This course is easy to comprehend and incorporate into your business strategy. Thank you so much for this course!" — Tamara Biljman, Content Strategist
Feel free to check out my website for more testimonials. I’m here to support my students and coaching clients throughout the learning journey, so don’t hesitate to reach out with questions during the course.
This course is independently developed by Thalita Milan and has not been created, endorsed, or verified by HubSpot, Inc. HubSpot, Inc. shall not be liable for any claims related to this course.
