Course Curriculum

Hubspot (Beginners & Advanced): Fast Track Training

3sections
41lectures
1h 16mtotal

What you’ll learn

  • How to master Hubspot methods

  • Master your Hubspot Ads Platform

  • Generate leads and sales using Hubspot

  • Setup and run Hubspot campaigns in any niche

01

Hubspot For (Beginners): Fast Track Training

20 lectures • 37min

  • Overview - Beginners

    Explore HubSpot's CRM platform for tracking customer activity across websites and social media, with marketing, sales, and service tools for lead generation, conversion tracking, meetings, and pipeline management.

    1:09

  • Account Plans and Pricing

    Discover HubSpot pricing tiers for marketing, sales, and service hubs built on the CRM foundation, including a free level, starter plans from $50 per month for one user, and bundles.

    2:01

  • Courses and Certifications

    Explore free HubSpot courses and certifications for marketing professionals, taught by HubSpot instructors, self-paced with end-of-course assessments to earn certification and potential university credit.

    1:36

  • Account Opening

    Start the signup from any HubSpot page, click get free CRM, enter name and email, confirm, create a password, and provide website and company details to access your dashboard.

    1:06

  • Importing Contacts

    Import contacts in hubspot by creating new contacts or uploading a mapped spreadsheet, using the sample file format and finishing the import while optionally importing deals alongside contacts.

    2:46

  • Managing Contacts and Companies

    Learn to manage contacts and companies in hubspot by associating individuals with a company, editing profiles to add companies, and creating companies to enable segmentation.

    1:47

  • Connecting Teams

    Learn to invite new teammates to HubSpot by creating teams, uploading users via a CSP file, assigning permissions, and guiding them to join and access their accounts.

    1:33

  • Managing Your Hubspot Inbox

    Connect and manage emails, live chat, forms, and Facebook Messenger from the HubSpot inbox, linking your personal or shared email, selecting providers, signing in, and granting permissions.

    2:11

  • Creating a Chatflow for Messenger - Part 1

    Create a chat flow for your website with Facebook Messenger, set an instant reply, and copy the link to invite visitors to get started, then test responses in HubSpot.

    1:40

  • Creating a Chatflow for Messenger - Part 2

    Create an automated Facebook Messenger bot in HubSpot by building a chat flow with if-then branches for qualified leads, customizing responses, saving changes, and testing the bot in a browser.

    2:15

  • Creating Snippets

    Create and save snippets in the conversations area to reuse text with keyboard shortcuts. The free version supports five snippets, which you insert into notes or emails using a trigger.

    1:56

  • Creating Templates

    Explains how to manage HubSpot email templates from the conversations tab using the template library or creating from scratch, including editing tokens, saving templates, and using templates in emails.

    2:18

  • Broadcast E-Mail and Tracking

    Learn to create and schedule broadcast emails in HubSpot, using templates or plain emails, customize content, subject, and preview text, and manage recipients and testing.

    2:20

  • Connect Ad Accounts

    Learn how to connect your ad accounts to HubSpot, including Facebook, Google, and LinkedIn, set up pixel sync, and access the ads dashboard to monitor performance.

    1:36

  • Creating Lead Capture Forms

    Learn to create lead capture forms in HubSpot, using regular forms or templates, customize with drag-and-drop elements, set follow-up emails, adjust options and publish or embed on your site.

    2:27

  • Managing Client Deals

    Master HubSpot deals by creating deals, setting stages, amounts, and expected close dates, linking to company and contact, tracking tasks, calls, and emails, and visualizing activity to close sales.

    2:20

  • Managing Team Activities

    HubSpot's sales tab streamlines team activities by creating tasks with assignments, due dates, reminders, and notes, while enabling calendar-based meetings and booking links to monitor performance.

    1:47

  • Engage Your Hubspot Contacts

    Engage HubSpot contacts by creating and assigning tickets in the service tab, tracking priority and status, and using notes, emails, and calls to align your team around customer activity.

    2:01

  • Reports and Analytics

    Explore HubSpot's reporting area to access analytics tools and dashboards for email and website performance tracking code. Access six free reports from prospects tab; a paid plan enables custom reports.

    1:02

  • Conclusion - Beginners

    Learn how to set up a basic HubSpot account, manage contacts and companies, organize activity with flows, snippets, templates, meetings, tickets, inbox, ads, and email.

    1:10
02

Hubspot (Advanced): Fast Track Training

20 lectures • 38min

  • Overview - Advanced

    Explore HubSpot's advanced integrations and marketplace apps, connect with third-party connectors like Zappia, and integrate with WordPress and YouTube tracking, starting with ticket and meeting tracking and document usage.

    0:55

  • Team Meeting Tracker

    Share a personal meeting link from your HubSpot dashboard to schedule meetings via a booking page. Track booked meetings in contact record, and manage notes, emails, calls, tasks, and tickets.

    1:38

  • Team Support Tracker

    Create and link tickets in HubSpot using the service link and ticket link, assign to an individual, and add timeline activity. Tickets cross-reference with meetings and appear in contact records.

    1:35

  • Hubspot WordPress Plugin

    Learn how to install and activate the hubspot wordpress plugin, connect your hubspot account, and create opt-in forms with templates, follow-up emails, and post-submission redirects.

    2:28

  • Hubspot Internal Integration

    HubSpot integrates with cloud-based services via profile integrations and the app marketplace, highlighting direct HubSpot integrations like MailChimp for richer data, plus testing apps such as Outlook and Zoom.

    1:39

  • E-mail Integrations

    Connect a self hosted email to HubSpot by linking your inbox in conversations area and creating team email, then set up a forwarder to sync messages to HubSpot's activity feed.

    2:34

  • YouTube Video Tracking Integration

    Connect your YouTube channel to HubSpot to monitor video performance via the app marketplace, and learn how Zapier can bridge the integration when free accounts cannot connect directly.

    0:57

  • Webinar Integrations

    Connect HubSpot with Zoom via the app marketplace; sign in, authorize, and view registrations and attendance, with automation to add registrants for paid accounts.

    2:56

  • Zapier Integration

    Learn to connect HubSpot with YouTube using Zappia, a cloud-based connector; set up a Zappia account, configure triggers for new videos, and create HubSpot engagements for contacts.

    4:24

  • Social Integration - LinkedIn

    Learn to connect HubSpot with LinkedIn via Zapier, set up triggers and test updates, and share company or timeline updates from HubSpot to LinkedIn.

    1:50

  • Social Integration - Twitter

    Connect Twitter to HubSpot via Zappia as a workaround, authorize access, test the integration, and create a HubSpot ticket when there is a new follower.

    2:00

  • Event Integration - Eventbrite

    Connect the Eventbrite app in HubSpot, authorize access, and automatically sync new events and attendee registrations to your HubSpot dashboard and contact records.

    1:33

  • Team Integration - Slack

    Connect Slack to HubSpot to sync work and sign into your workspace, authorizing HubSpot to manage Slack. Turn Slack messages into HubSpot tasks or tickets and save for assignment.

    1:33

  • Social Integration - Facebook

    Learn to set up a Facebook integration in the app marketplace, connect a Facebook business page, and automate HubSpot engagements by creating notes when new posts appear on the timeline.

    2:27

  • Zapier Connection to Payment Processors

    Connect payment processors like PayPal and Stripe to HubSpot via Zapier, test the connection with API key setup, and create a HubSpot ticket when a new Stripe charge occurs.

    1:39

  • Zapier Connection to Autoresponders

    Learn how to connect HubSpot to major autoresponders via Zapier, set up GetResponse integration, select a list, test the account, and automatically replicate new HubSpot contacts to GetResponse.

    1:46

  • Direct Connection to Autoresponders

    Connect Mailchimp to HubSpot via the direct integration, compatible with HubSpot and free Mailchimp plans, then verify your account and sync with HubSpot.

    0:58

  • Live Example Segmentation and E-Mail

    Segment your emails and market to targeted contacts in HubSpot, configure from name and address, craft the subject and preview text, select recipients from a list, and run test sends.

    1:45

  • E-Mail Performance Analysis

    Create and name lists to classify contacts, select active or static lists, and use reports tab with e-mail marketing analytics to monitor performance over time.

    1:50

  • Conclusion - Advanced

    Explore integrating apps into HubSpot settings and app marketplace, test connections including Zappia for emails, create and segment lists, and view contact activity with meetings and tickets to guide upgrades.

    1:25
03

Bonus Lecture: New Product List

1 lecture • 2min

  • Bonus Lecture: New Product List

    This bonus lecture merges beginners and advanced fast track training into one combined course priced at 29.99, with lifetime access for existing students and updated lists in the resources.

    1:31