If you’re looking to learn more about the HubSpot Sales CRM and how it can help streamline your sales process, you’ve come to the right place! We’ve put together an easy-to-follow hub that covers everything from setting up your account to building out and customizing your own funnel. Keep reading to get started with the HubSpot Sales CRM today!
How Does the HubSpot Sales CRM Work?
Before we get into how to use HubSpot CRM, it’s a good idea to review what exactly HubSpot sales CRM does. In brief, a sales contact is someone who can give you money—the easiest way to think of a contact is as an account or lead in another system. A contact can be anyone from a potential customer to a business partner.
If they are your customers, they are leads; if they aren’t yet customers but could become one someday, they are accounts. Each contact has basic information like their name and email address, but you can also store more detailed information about them like their company size and revenue.
It’s important to note that contacts live outside of HubSpot; if a person fills out a form on your website and becomes a lead, for example, that data will go directly into your existing CRM (like Salesforce).
How to Create a Lead in HubSpot
To create a lead in HubSpot, you will have to log into your account and go to Leads, which is located on top of every HubSpot page. You can do so by clicking on Leads under Email Marketing. This will take you to a page where you can add new leads or edit existing ones. On that same page, click on New Lead button at bottom right corner.
This will bring up a form where you need to fill out all necessary information about your contact. You’ll be asked for their name, email address, phone number, company name and other information like their title or location. Once you are done filling out all required fields, hit Save button.
This will save your lead in HubSpot database and it will appear on My Leads section of your dashboard. This is how you create a lead in HubSpot software. If you want to edit an existing lead, simply click on that particular lead name from My Leads section of your dashboard.
You’ll be taken to Lead Details page where you can edit all information about that contact. If there are any other contacts that have similar information, they will also be displayed here for easy editing. Once done, hit Save button at bottom right corner to save changes made to your contact details.
How to Update Leads in the HubSpot Lead Dashboard
When you need to update your leads—say, you’ve just responded to an email from them or if you’ve changed their name in a spreadsheet—you can do so using your HubSpot Leads Dashboard. Here’s how.
Click on View All (the magnifying glass icon) and select All Leads. Selecting All Leads will ensure that all of your leads are visible on one page and make it easier for you to see which ones need updating.
Then, click on Edit next to each lead that needs updating. This will open up a small window with two tabs: Details and Contacts. On the Details tab, you can edit any contact information associated with your lead such as their name or phone number.
On the Contacts tab, you can add new contacts associated with your lead by entering them into each field. Once you’re done editing each lead’s details and contacts, click Save Changes at the bottom of each window to save your changes!
How To Sync Contacts From Gmail Into the HubSpot Marketing Tool (Includes Video)
Once you’ve got your contacts inside of HubSpot, it’s easy to start using those contacts in other parts of HubSpot. Here, we walk you through how to add contacts from Gmail into your HubSpot account, including step-by-step video instructions. How To Add a New Contact Into Your HubSpot Marketing Tool (Includes Video): When you need to create a new contact for someone that doesn’t exist in your database yet, it can be done quickly and easily within HubSpot.
This tutorial walks you through how to do just that. How To Sync Contacts From Outlook Into HubSpot (Includes Video): If you use Outlook as your email client, it’s simple to sync up all of your contacts with HubSpot so they are always up-to-date across all devices. This tutorial walks you through how to do just that.
How to Sync Contacts from Outlook into the HubSpot Marketing Tool (Includes Video)
You can sync your contacts from your Outlook into HubSpot, if you want to keep your contacts up-to-date between Microsoft Outlook and HubSpot. Here is how you do it. This video tutorial shows you exactly how to do that. If you are using a Mac or a different email client, check out our other tutorials on syncing contacts into HubSpot.
Where Do I See My Leads?
HubSpot’s sales CRM is designed to manage all of your leads and contacts. But how do you know where your leads are, and how do you find out if someone moves from one stage to another? How about what has your contact done with a previous email that you’ve sent them? In order to find that out, you’ll want to check out HubSpot’s workflows.
There are two types of workflows in HubSpot’s CRM: automated and manual. Automated workflows help move people through stages by sending emails based on their actions (or lack thereof).
Manual workflows allow you to manually move contacts between stages when they take certain actions or hit specific milestones. You can set up both types of workflows by clicking workflow settings under each stage in your contact flow report.
Where Do I Go if I Need Support?
It’s easy to feel overwhelmed and confused when you first sign up for HubSpot. With all of its features, you might not know where to go if you get stuck. Well, there’s a solution! HubSpot has built-in help and troubleshooting guides for all of its software – from marketing to sales.
While most users find that online support is more than sufficient, some may want a more personal touch. If so, you can always call their customer service hotline at (800) 636-0992. You can also email them directly at [email protected] or reach out via social media on Twitter (@hubspot). They’re available 24/7 and are happy to answer any questions you have about using their software.