Get started with HubSpot CRM

Get started with your HubSpot CRM account with these resources.

1.  Set up your HubSpot account

• Browsers supported by HubSpot
• Add and delete users
• Change language and region settings
• Get help with HubSpot
• Install the HubSpot mobile app

2.  Install HubSpot Sales and connect your inbox

• Install HubSpot Sales for Gmail, Office 365, and Outlook desktop
• HubSpot features supported by your email provider and require a connected inbox
• Connect your inbox to HubSpot

3.  Get started with your CRM

• Import contacts, companies, deals, tickets, or products
• Associate records via import
• Assign ownership of records
• Understand sales pipelines
• Set up and customize your deal pipelines and deal stages
• Create and customize saved filters
• Use tasks
• Create tickets

4.  Get started with your free Marketing tools

• Create pop-up forms
• Use non-HubSpot forms
• Get started with ads

5.  Get started with your free Sales tools

• Understand your sales dashboard
• View your sales notifications in the activity feed
• Create and use snippets
• Use sales email templates
• Use the calling tool
• Set up the meetings tool
• Use documents
• Get started with conversations
• Create chatflows