The Definitive Guide to HubSpot CRM

Chapter 1: Basics of CRM

What is CRM?

In this world of Digital Marketing, making a good relationship with the customers is essential because all the rights are in the hands of customers.

Are you aware of the term CRM?

If not then need not to Worry. You will get detailed knowledge about the term CRM in this particular chapter.

It is essential for an organization to use and manage the data for generating more revenues. According to the research conducted by Econsultancy, 0.5% of data is available and is utilized which advantage small businesses.

Is your company is facing problems while managing data and increasing sales productivity? Relax, I have the best Possible solution to all your problems.

Yes, its CRM.

CRM is known as customer relationship management. It is the best platform for managing the relationship with all the customers. Organizations consider this as the most valuable asset for enhancing business productivity and interacting with people and offer many other benefits that businesses can reap.

Due to an increase in the growth of the businesses, it is essential for the organizations to have one centralized place so that all the information can be viewed easily.

All the challenges that are commonly faced by the organizations can easily be mitigated by using a CRM. Some of them are maintaining the data centrally to increase the number of leads, tracking the conversations, understanding the sale’s team productivity, etc.

Various CRM tools that are commonly used by the organizations for making customer relationship are HubSpot, Salesforce, Zoho, Hatchback, Infor CRM, Hatchback, etc.

From all the above tools, most of the organizations prefer to use HubSpot CRM to interact with the customers and make a good relationship with them.


Source: financesonline

According to the survey conducted by TechNewsWorld, more than 500 organizations reveal that they prefer CRM over contact management systems.

However, some organizations are using Salesforce as a CRM tool. But you can compare Salesforce CRM and HubSpot CRM to get a perfect platform for enhancing sales, generating leads and communicating with customers for making a good relationship.

Usage of CRM

The main question which may be arising in your mind is “Why do I need to use CRM?” Below are some reasons which define the importance of using the CRM system.

1- Business Management

  • Contact management
  • Inventory management

2- Customer Tracking

  • Identify customer spending patterns

3- Target marketing

  • Email marketing
  • Alternate Media Marketing
  • Campaign and Promotion management

4- Integrations

  • Social Media integration
  • Additional Integrations
  • Customer Feedback
  • Reviews
  • Chatter Feeds

5- Data Analysis

  • Trends and Insights
  • Sales Tracking
  • Sales Pipelines
  • Employee Sales

6- Mobility

7- Task Management

8- Document Management

  • Source Libraries

Want to know more?

Read CRM usage in detail.

Importance of CRM.

As per my analysis, most of the organizations are using the CRM platform to increase their sales and productivity. Do you know its reason? It's all due to its benefits and advantages.

More than 54% of business organizations are planning to enhance their sales By using CRM system.


Source: SupperOffice

According to the statistics, In 2014 87% increase in the usage of Mobile CRM is observed.

Below are some of the points which will make you aware of CRM benefits and its importance.

  • Cost is one of the most important points due to which CRM is used commonly. CRM system is cost-effective because all the other tools that are used for managing and arranging the data are not cheap. Therefore, most of the people prefer to use this system.
  • CRM system helps you to boost brand image as it brings more customers to avail the services and make a good relationship with them. It will turn all your loyal customers into the brand. It will further expand your business and increase productivity.
  • With the help of the CRM system, you can easily view a comprehensive customer history which includes trends, habits, and other related information of clients. It is important to analyze the customer's crucial information as it will help you in offering good services to the customers who are using the CRM system.
  • Including basic purchase history, CRM system also stores the details of the clients which will help you to track customer resources and purchase details appropriately and efficiently.
  • Grouping is an important task while managing the services. By using the CRM system, you can easily group all the customers and their details as per the preferences of the customers, price group preferences and location.
  • CRM is an integrated system. All the data stored in this system is centralized which can be viewed and updated easily by anyone. Therefore, by using the CRM system, you can save your valuable time which will further increase your sales. It will further create a reputation for your business.
  • If your main focus is to acquire new customers and track their history, then the CRM system is the best. Identification of important data, targets, and other stored information can easily be identified which will create a new opportunity for your business.
  • CRM system also helps in optimizing conversion probability. The time spent by the customers who visit your site can easily be tracked by using the CRM system.

All the above-mentioned points are the main sections which will help you in realizing the importance of using the CRM system. You can know more about the benefits of Customer Relationship Management System.

Chapter 2: What is HubSpot CRM

Introduction to HubSpot CRM

HubSpot CRM is one of the most leading and simplest CRM tools which is currently available in the market. This tool gives your organization the means to easily analyze and process customer interaction, generate sales funnels, extract relations to depict opportunities and implement loyal campaigns.

By using HubSpot CRM, you can enhance your business revenues and boost the conversations easily.

For using the HubSpot CRM tool appropriately and effectively, you need to first understand the HubSpot CRM working thoroughly which is discussed below mentioned guide in detail.

This will help you to increase your leads, generate traffic and influence your business without facing any difficulty.


Source: newbreedmarketing


HubSpot CRM is the smartest and the easiest way to carry all the necessary basic functions without getting confused with other CRM tools which are found in the market.

Organizations that are new to the business or mid-market companies accept the HubSpot CRM tool because it provides secured services and quick functions which can easily be understood by ordinary people.
Wanna! more about HubSpot CRM, you can also go through this article What is HubSpot and What can you do with it?

History of HubSpot CRM

Do you know the founder of HubSpot?

Brian Halligan and Dharmesh Shah are the two people who found this platform in the year 2006. After implementing HubSpot, CEO- Brain halligan observed the biggest challenge in the world of business. They found that many people started availing marketing services that are offered by them.

By analyzing its growth and livelihood, the CEO announced a brand new product named as CRM (Customer Relationship Management) in the year 2014. This tool helps the HubSpot to improve HubSpot Inbound Marketing with sales performance.

The main motive of the HubSpot is to provide efficient and effective services to the customers and to provide a customized platform by using which business organizations can increase their marketing growth, traffic, and productivity.

This platform is not the direct replacement of large-scale platform similar to Salesforce. But the addition of CRM tool in HubSpot help the organizations to accommodate and manage large customers accurately.

Why HubSpot CRM is used commonly?

In this competitive world, most of the companies are looking for free services to increase their productivity in the sales process.

Do you also want to increase your marketing growth?

If yes, then HubSpot marketing is the best possible way. All the tools that are necessary for marketing and automation are found in HubSpot CRM.

Sales managers and directors prefer to use this tool to turn customers into promoters and enhance the organization’s efficiency. You can also improve your knowledge by knowing how to be really good at Marketing in 2020.

HubSpot CRM is entirely free, secure and does not have any limitations. You can use all the features that are provided by HubSpot CRM because you can understand its working, make setup and start using it without spending much time.

Beginners will also find it the easiest tool because it does not require any proper training. This is the most common reason why organizations prefer to use this specific CRM tool.

Including HubSpot CRM, there are various tools like Hatchbuck, Zoho CRM, Salesforce, Infor CRM, etc. which are commonly used by companies to manage their data centrally and engage with the customers.

But, I would prefer you to use this HubSpot CRM tool for managing the customer’s data and make a good relationship with them.

I think you are still confused about whether to select a HubSpot CRM tool or not? Read more to clear your doubts.

Do you know what makes HubSpot CRM different from other CRM tools?

HubSpot CRM is a free software which will help you to organize all the essential data for improving your conversational rates and increase leads. Also, it will assist you in growing your business and gaining more customers attention.

If we compare all other tools on the basis of simplicity feature, HubSpot CRM is the best possible solution which we all should use.

By using the HubSpot CRM tool, you can easily perform various activities like add the contacts, plot the information on sales pipeline, calculate the value, etc.

Read more about Reasons to choose HubSpot CRM in 2019

Chapter 3: How to use HubSpot CRM

In this chapter, you will get detailed knowledge about HubSpot CRM. Firstly, you will get to know about the HubSpot CRM process. All the steps will help you in understanding the working of HubSpot CRM after which you can manage all the data by using the HubSpot CRM tool.

All the benefits and features which will help you in marketing and improving your business growth are explained in this chapter in detail.

Steps to Set Up your HubSpot CRM Account

There are many robust processes which will help you to enhance your business growth by beating your competitors.

Are you new to HubSpot CRM? And you are unaware of its usage?

Below are some steps which will help you to know about how to use HubSpot CRM in detail.

Step-1: Create your HubSpot Account:

  • Firstly, you have to make a HubSpot account by browsing the link You will go to the Home page. unnamed
  • Click on “Get HubSpot CRM” which lies on the top right corner of the page.
  • Then, you will see the login page. Here you have to enter your personal details such as email, last name, first name, and password.
  • After entering all the details, click on the “Get HubSpot CRM” button.
  • If the entered information is correct, then you will successfully create your HubSpot CRM account.

Source: HubSpot

Step 2: Add Contacts and Companies

    • After creating an account, you will be directed to the home page of HubSpot CRM. It looks like the added screenshot:
  • Once you get access to view HubSpot CRM dashboard, you can create a new contact, import, edit columns and generate filters, according to your needs.
  • Want to create a new contact? Click on the “Create Contact” button and enter the details of the contact you want to add. Here you need to fill the data like email, name, select contact type (client or candidate), choose a persona, and select legal basis for processing contact information.
  • Once, you have added all the information, click on the Create contact button.
  • If you want to add another contact, click on “Create and add another” button. After this, you have to proceed with the same steps that you follow while creating a new contact. q5
  • The information you have created will be added in the contact list.

Is the added information is incorrect? Want to edit. Relax…

  • Select the contact you want to edit or delete. If you want some correction in the content, click on the Edit icon.


  • Here you have to select a property of the contact which you want to edit such as Agency, date of birth, degree, etc.

After editing the content, Click on the Update button to save the changes.

If you want to delete the contact permanently, Click on “Permanently delete” button.


  • Do you want to assign an owner to the selected item?

Click on Assign link, and you will view:


  • Now, choose the owner you want to assign the particular item and Click on Assign button. q9
  • Want to add a large number of contacts at a single time?  Click on the Import button.


  • To proceed, click on ”start an import” button. Now, choose the files you want to import. It can be the files from the computer, an Opt-Out list, or contacts that are stored in your Gmail. q11

Steps to import files from the computer:

  • If you select the option “File from computer,” choose the number of files you want to import. q12-1
  • If you have selected one file option, then you have to choose the number of objects you want to import.

Do you have any doubts regarding the term Objects. These are the data types that are used to organize the data.

  • Want to proceed further? Click on Next button.

You will be directed to-


  • From all these options (contacts, companies, Deals, and Tickets), you have to select one.
    • Contact will be selected if you want to add the information of the people you work with commonly known as customers or leaders.
    • Companies will be selected if you want to add the information of the companies you work.
    • Deals option will be selected only when you want to connect revenue to the company.
    • Select Tickets to add information about the issues that are faced by the customers.
  • Now, choose the files you want to upload. You can directly drag and drop the contacts.

Remember- Files can only be uploaded if they are stored in the form .CSV, .XLSX, and .XLS.

  • Once the selected file is uploaded, click on the Next button.
  • HubSpot will automatically map the columns that are stored in your files. The files that haven’t been mapped can be done manually by selecting the property from the drop-down menu. You can also add a new property or can select “Don’t import column.”

Mapping completed?

  • Click on Next button. Now, the selected files will be uploaded which will be seen on the dashboard.
  • You can also select multiple files by choosing “Multiple files with associations” option. q14
  • After clicking on Next Button, you will be directed to:


  • Here you have to select two different objects.


Further. all the steps are similar that you pressure while importing one file.

Steps to import An opt-out list

  • Do you want to import the list of people who are disqualified from receiving emails? Select “An opt-out list.”


  • Remember to store the opt-list only in the form of CSV files. You can also drag and drop the files directly from the stored place.


  • Click on Upload button to import the list.
  • Now, you have to import the details by selecting the email field column header from the drop-down list. The content which is selected will go into your blacklist.


  • After choosing, Click on “Next, confirm your choice” button.
  • Now, select the privacy laws and regulations. You have to choose an option from the drop-down list for selecting a lawful basis.
  • You also have to add the explanation for the selected option. After the addition of data, confirm your opt-out.


  • Here, type the number of contacts which you want to blacklist. Now, click on “Begin import” button.
  • You will receive the notification about the imported list.

Steps to import contacts from Gmail:

  • Are you facing problem in importing all the contacts from Gmail?

Click on import and select “contacts from Gmail.”

  • Have you received any dialog on the screen? Read the information and click on the “Accept and connect to Google” button.
  • Choose your email account to integrate with HubSpot.


  • HubSpot wants access to your account. Just click on Allow button to give access to HubSpot.


  • Once, the process is completed, you will receive the message “Huzzah! Your connection is now complete. '' Now, all the contacts that are stored in your Gmail will be viewed in HubSpot.

Steps to add filters

  • To simplify the searching process, HubSpot also provides the option of “Add filter” icon. Here you have to select the option according to your needs. It gives the option such as Agency, Associated deals, Associated company, etc.
  • After selecting the option, just click on “the Apply filter” and save.


  • If you want to view all the applied filters, Click on “All saved filters” option.


  • Do you want to make some updations in columns?

Click on the “Actions” button after which you can edit the properties and restore the contacts.


For adding companies:

  • Do you want to add clients data for managing companies information,

Follow the same steps that are considered while adding the contact details. Here you just have to add the companies domain name, create date, and the first contact create date accordingly.

Step-3: Send Invitation to Your Teammates:

Once the contacts and companies are added, HubSpot will send the emails to the people. It includes the instruction for logging in.

By sending an invitation to all your team to join HubSpot CRM, you can easily unify your company services that are provided to the customers.

Step-4: Create Deal and Define Deal Stages:

You must be thinking about the role of Deals in HubSpot CRM. Right?

Let me tell you that deals will help in organizing your sales and track the progress of everyone.

Do you know the importance of creating deals? It helps in managing multiple relations at a single time and identify the roadblocks.

Here are the steps which will help you in defining the deal stages and actions:

  • Click on “Create Deal” button and move to the next stage. q27
  • While creating the deal, you have to give name and probability to your deal by entering a deal name, sales pipeline, deal stage, amount, close date, deal owner, company, contact, and products. q28
  • After entering all the information, Click on the Create button. You will be directed to- q29
  • The information which is created will be displayed on the dashboard. You can quickly view the status of your deal on the dashboard.
  • If you want to edit some created deal, click on the edit icon which lies on the left side of the dashboard.
  • You can also delete the deals, view all properties, and view property history by clicking on Action drop-down which lies in the top left corner of the desktop. 30
  • If you want to create emails, make a call schedule the meeting, just click on an email, call, meet icon to communicate with your deal and schedule the meeting directly. 31
  • You can also add notes by clicking on notes> Create notes. Just add the information you want to include in the provided space. q33
  • You can directly create the deals by clicking on the import button from the contacts.

By following all the above steps, you can easily calculate the deal forecast by evaluating the sales dashboard.

Let me explain to you with a practical example of scheduling. Your first stage is the appointment stage. The pipeline will show you that the process is 10% completed. But when you sign the contract, it shows that you are near to the final stage and the process is finished.

Hope! You are clear with the Deal stage.

Step- 5: Generate Lead Ad:

Once, your deals are created, it's the time to generate new leads and enhance your business productivity.

  • To proceed, Click on Marketing Ads. You will be directed to-


  • Now, click on Contact account for creating relevant and targeted ads for every stage of buyers journey.


  • Click on the Facebook link and move further.
  • Now, you have to enter your email ID and password for Lead Syncing. It will help you to engage the people through Facebook desktop, mobile app, and Instagram.

Once you create your ads and designate the target audience, you can attract the contacts that are added in HubSpot CRM and increase business productivity.

Want to know more, Click Here

Features of HubSpot CRM

Most of the business activities like data sharing, data managing, tracking, etc. can be done quickly by HubSpot CRM because it provides all the functions under one umbrella. Some of the standard features of HubSpot CRM are:

HubSpot CRM Features

Sales Force Automation


Pipeline and Opportunity management

With the help of this feature of HubSpot CRM, you can easily manage sales opportunity, track the probabilities, values, and stages. Hence, you will be able to maintain sales pipelines according to the team, company-wide, sales representatives, and region.

Desktop Integration

This feature of HubSpot CRM allows you to integrate all your emails, contact and email tools with the CRM system. By using this feature, you can also integrate Google and Microsoft Outlook.

Task/ Activity Management

Task/ Activity Management feature of HubSpot CRM helps you to track and manage the activities and tasks easily and accurately. In this feature, you will also get the opportunity to manage priorities and daily schedules.

Partner Relationship Management

HubSpot CRM provides partner portal which will help you to collaborate all your channels with different sales for sharing quotes, pricing, product information, etc. Therefore, you can easily track channel partner leads and sales opportunities.

Contact and Account management

This feature helps to store and retrieve the information which is related to customer accounts and contacts. This feature of HubSpot CRM also allows you to track companies worldwide communication with their accounts.

Territory and Quota Management

With the help of this feature, you can manage, track, change and assign territory and sales quotas as per your need.

Customer Contact Management

While providing marketing services, most of the organizations face difficulty in managing customer contact. This feature of HubSpot CRM will help you in maintaining contacts and make amendments according to your needs.

Quote and order management

This feature will help you in creating quotes for the customers which includes products, discounts, and prices. With the help of order management feature, you can process the orders appropriately.

Product and Price List management

This is the last feature which is categorized under sales force automation. This feature of HubSpot CRM allows you to add the products and prices in proper modules which can further be accessed easily.

HubSpot CRM Features

Marketing Automation


Campaign Management

Do you want to optimize all your organizational processes and want to deploy different types of marketing campaigns? You can use this feature of HubSpot CRM to fulfill these objectives and track the effectiveness of campaigns.

Email Marketing

HubSpot CRM also provides email marketing feature. You can easily send a large number of contacts. Email marketing offers many common features like subscriber list management, social media integration, the making of email templates, success rate reports, autoresponders sign up forms, AB testing, and subscriber list management.

Marketing ROI Analytics

By using this feature, you can analyze the effectiveness of different marketing activities of an organization.

Lead Management

Are you facing problem in managing and tracking leads?

Lead Management feature of HubSpot CRM will help you to process the leads in proper steps. It includes:

1- Lead Generation

2- Customer Inquiry

  • Inquiry Capture
  • Lead Filtering
  • Lead Distribution

Lead Qualification

HubSpot CRM Features

Customer Support


Case Management

This particular feature of HubSpot CRM helps to track the issues and send a request to the customers during the resolution process.

Call Center Features

By using this feature customer support and professionals can easily access the information such as case history, customer information. HubSpot CRM also provides features related to workforce management, call recording, compliance management, analytics, and script management.

Support Analysis

Support Analysis feature of HubSpot CRM will help you to analyze customer support activities. This will further help you to optimize tools, processes and customer support professionals.

Knowledge Base

The customers can easily receive all the answers to the common questions as HubSpot CRM is centralized. This feature will help you to collect, search, organize, utilize and share information easily.

Customer Support Portal

This feature of HubSpot CRM provides all the answers to the people and resolve post service issues. By using this feature, customers can easily place orders, gain information about the knowledge base, view order histories, etc.

HubSpot CRM Features

Reporting and Analytics



All the data stored in HubSpot CRM can easily be enabled by using this feature. You will also be able to create ad-hoc and standard reports accurately and in less time.


By using Forecasting feature of HubSpot CRM, you can easily enable the projection of sales revenue which is based on the analysis of market trends and surveys, historical sales data. You can also do the estimation of salespersons.


This is one of the best features of HubSpot CRM because you can view and read different information such as current status, real-time user interface, historical organizational trends, etc. from one platform. Key performance indicators help you to enable informed decisions which are made early.

HubSpot CRM Features



Sandbox/ Test Environment

This feature of HubSpot CRM will help your administration team to develop and test all the changes which may occur at the time of CRM development.

Workflow capability

Workflow is the best feature of HubSpot CRM as it will save time because all the processes that are done manually can be automated. This feature will also help administrators to easily write and determine the needs so that they can take actions easily.


Hubspot CRM also provides customization. This feature will help the administrators to gather different information which includes the ability to create fields, custom objects, fields, views, and calculations.

The user, Access and Role Management

This feature of HubSpot CRM will help you to easily manage data, objects, and features that are based on groups, users, etc.

Output Document Generation

You can also create the templates by using this feature of HubSpot CRM. This will further help you in generating dynamic documents in different types of formats.

Document and Content Management

This platform of HubSpot CRM helps you in publishing, consuming and editing the information centrally. You can also manage the content accurately such as documents, presentations, electronic files, and images.  


This feature will help you to do business transactions in different currencies. Furthermore, you can also view the content in different languages.

HubSpot CRM Features



(API) Application programming interface integration

Do you know about API interaction?

It specifies the way of communicating application with other tools. By using this feature of HubSpot CRM, you can integrate objects, logic, data, etc. with different software applications accurately and effectively.

Import and Export tools of data

HubSpot CRM includes import and export tools by using which you can add, update and remove the data in large quantity which is stored in the proper format.

HubSpot CRM Features

Mobile and Social


Social Network integration

By using this feature, you can easily integrate with public social networks which will help you to attract easily, engage and delight the customers. You can also filter the important information and provides quick answers to all the queries of the customers.

Social Collaboration

If you want more than one users to interact and share the information, then this feature will help you to achieve your goals. The main motive behind providing this feature is to collaborate the spaces and identify the shared groups in which everyone in the same contextual manner can see the information.

If you want to avail all the HubSpot services, then you can reach us on: Contact Us page.

Benefits of HubSpot CRM

Some of the advantages of using HubSpot CRM are as below:

1- Helps in organizing sales process

HubSpot CRM helps in organizing the sales process as it shows all the recent activities to the sales team in an assembled form.

2- Helps to Automate Processes

With the help of HubSpot CRM, you can automate all the manual processes such as reminders, calculating close rates, email sequences, the addition of contact details, lead scoring, etc. by spending less time.

3- Helps to Track Buyer's Journey

It also enables you to track the buyer's journey. With the help of clear sales pipelines or by using associated record, sales representatives can easily follow prospects as it is essential to increase leads and business growth.

4- Provides Website Integration

Are you missing your leads and you are not able to evaluate your website performance? HubSpot CRM will notify you about a new lead which visits your website because the website is integrated with HubSpot.

I personally found this functionality interesting because it helped me to be updated and find out the most recently viewed pages. I was also able to evaluate the customer's demands according to which I delivered the services. It helped me to improve business sales by influencing more people.

I also recommend you to use HubSpot CRM because, with the help of HubSpot CRM, you can easily find the pages that are visited by your old lead when you are busy talking with a new lead.

5- Provide Effortless Communication

With the help of the HubSpot CRM tool, you can effortlessly communicate with all your contacts via phones or emails. If you are currently on the contact page in CRM, then you can send emails directly to the contact with one click. Another option is to track the emails which will help you in finding whether the contact has received and opened the messages or not.

You can also integrate phone to make calls directly from the page. Moreover, you can enter the notes and record the calls if necessary.

6- Measurable Metrics

Measurable metrics is another advantage of this free tool. By using it, you can easily track the performance of sales representatives. HubSpot CRM also provides dashboard visual ticklers which help to increase sales number like lead velocity, sales cycle length, conversion rate, etc.

7- Provide Free Services and Hold Live Chat Session:

As compared to other CRM tools, HubSpot CRM provides free services. If you are planning to improve your business productivity, then go for HubSpot CRM.

Live chat is another feature of HubSpot CRM. It will help you in answering all the questions and make a better relationship with the customers.

Evaluate and know more about the benefits of using HubSpot CRM.

Chapter 4: HubSpot CRM Workflows

Are you aware of the term workflow? If not then don’t Worry! Just Scroll down and read….

In this chapter, you will get to know about the information related to workflows, its types, examples, and steps to create Workflows in HubSpot CRM.

Read below to understand the basic concepts of Workflows.

What are Workflows in HubSpot

Workflows- An essential tool in HubSpot which helps to structure your work processes.

Workflow is a combination of automated actions that execute when the condition is predefined. The process starts when lead enters a workflow. And the whole task gets completed when the trigger can go off; only when lead clicks on the Submit button.

Do you want to automate the communication with your leads? Use Workflows in HubSpot CRM.

It is a new powerful tool of HubSpot CRM which will help you to increase your leads, generate more traffic to your website, automate your marketing strategy and manage your pipeline.

Do you want to create accurate workflows to improve business performance? You should have a thorough knowledge of different types of workflows.

I have also used this tool to make my business processes automatic. It helped me in improving the way to deliver the services and increase organizational revenue.

There are five types of workflows that are commonly used such as:

  • Contact-based Workflows

  • Company based Workflows

  • Deal based Workflows

  • Ticket based Workflows

  • Quote based Workflows

From all the above workflows, most of the organizations are using contact based workflows to manage their data.

I am sure; you must be thinking about how to create workflows. Read the next subtopic of this chapter. You will get to know about the steps by following which you can easily create HubSpot CRM Workflows.

Steps to Create Workflows in HubSpot CRM

Here are the steps by following which you can create Workflows in HubSpot CRM.

  1. Step-1: Firstly create a HubSpot account and search workflow feature in Automation. Then Click on Create Workflow button which is located in the upper right corner of Website.


  1. Step-2: Now, you have to select workflow type from Contact based/ Company based/  Ticket based/ Deal based/ or Quote based which lies in the left panel.
  2. q40
  1. Step-3: After selecting one particular type of Workflow, Click on Create Workflow button which lies on the top right corner of the website. You will be directed to-


  1. Step-4: For giving the name to your website, click on the pencil icon which lies on top on the desktop.


  1. Step-5: After adding the name, you have to click on the “Set enrollment triggers” button located in the Workflow editor.

Step-6: You will be directed to enrollment triggers display in which you have to select filter type and set up criteria by clicking on the Save button.

  1. Step-7: After selecting the Trigger criteria, select a property and click on “Done button. You will be directed to a page which looks like:


Step-8: If you want to edit the trigger, click on the pencil icon which lies in the right side of the page.

  1. Step-9: To start with re-enrollment, you have to click on the Re-enrollment tab and then switch on the Re-enrollment button.

  2. 44
  1. Step-10: Click on the Save button to proceed further.
  1. Step-11: You can click on the Plus icon + button for adding more enrollment triggers.


  1. Step-12: Once, you toggle the Re-enrollment, select the actions according to your choice such as add delay, add if/ then branch, enroll in another workflow, trigger a webhook, send internal email, remove from a static list, etc.

If you want to add more triggers, then don't Worry!

  1. Step-13: After the completion of all the steps, you have to click on the Save Button to proceed further.
  1. Step-14: To start the workflow, click on the Review button which is displayed on the top right corner of the desktop.
  1. Step-15: Now, click on the Turn on button and your workflow will start. You will see a dialog box on the screen like below:
  2. q47
  1. Step-16: Select the OK button to start the automation of workflow.

Click here to learn more.

Benefits of using Workflows in HubSpot CRM

You must be aware that earlier all the business processes were done manually.

But now, HubSpot has introduced a powerful tool which will help you in automating all the processes and reducing the processing time.

I am sure; you want to know more about HubSpot CRM advantages in detail so that you can achieve your marketing and business objectives.


Here are some benefits of using Workflows in HubSpot CRM:

1- Make the Processes Automatic:

Process automation is one of the most significant advantages of workflows tool in HubSpot CRM. Once the whole process is set Up, it will become easy for you to trigger the workflows.

You do not need anyone to start the process and click the button. You can entirely rely on workflows as it provides the functionality to work automatically 24*7.

2- Helps to Nurture your Needs:

Workflows in HubSpot CRM also helps you to nurture your leads and increase your business growth and production. By using email workflows, you can send the information to the people directly by using email. It will further help you in engaging more customers and providing accessible services to the people.

3- Saves Time:

Now, as we know that workflows are automatic, all the processes will be completed in less time. Therefore, it will save a lot of time for the employees. Instead of managing one particular task, you can use workflows to do more than one work task at a single time.

4- Personalization:

By using workflow tool in HubSpot CRM, you can personalize your emails and can also add personal information company name, location, etc. easily.

Customers will receive automatic emails in which they will get detailed contact information. You can use Workflows to get more engaged with the contacts and make a good relationship with them.

5- Saves Cost:

Are you spending extra money on additional admin team to regularly send emails? If yes then here is the way to make financial savings.

By using HubSpot CRM Workflows, you do not have to spend extra money on human resources for just sending the emails as all the email process will be performed automatically. Hence, this tool is an optimized way to enhance your business and communicate with your ideal customers.

6- Reduces Errors:

Is the function of writing and sending emails is done by a single person in your company to generate more leads and increase your business growth? If yes then I am sure you might be facing many errors because doing the task manually increase the time errors.

HubSpot CRM Workflow helps you in reducing errors because before putting it live, information is checked again and again.

Want some free consultation then you can communicate with the experts by availing the HubSpot services.

HubSpot CRM Workflow Examples

I am sure that now you are aware of the term Workflows in HubSpot CRM.

If you still have some doubts, then read real time examples that are added below.


Here is an example of workflow which is made for engaging more customers by the content.

In the beginning, send the case study to all your leads which have created already in your database or CRM.

If the leads viewed the respective content, then you can approach the buyers via sending an invitation to go for a demo. They only avail the demo service because they are totally engaged with the initially added content.

But if the customers have not viewed the case study then send more attractive offer instead of sending demo such as product video.

Below is a screenshot of the created workflow:


Source: Sparkreaction


The example which is added below is the workflow of Inbound Recruitment marketing. Do you know the need behind creating this workflow?

The primary motive is to engage only those candidates who are interested in availing the services as it will save your time and cost.

In this workflow, firstly send emails to all your customers. The email includes information related to education, career growth, Business opportunities, etc.

If the candidate subscribes to your emails or blog, then it shows that they are interested in availing your services.

But if they do not subscribe, then it shows that they are not interested. To attract and engage the candidates, you can send another email by providing them with more relevant content.

If they do not show their interest, then it concludes that they are not potential customers.

Below is the screenshot of Inbound Recruitment marketing Workflow



Want to enhance your knowledge about Inbound Recruitment marketing then contact with experts.

Chapter 5: HubSpot CRM Pricing

We all want to avail more services by spending less money. HubSpot CRM is the best possible way to increase ROI and efficiency in less amount.

In this chapter, we are going to find out that is HubSpot CRM free or paid. You will also get to know about HubSpot CRM Pricing accurately.

I am sure that included information will make your mind to use HubSpot CRM for making a good relationship with the customers by managing the financial records of your business.

Is HubSpot CRM Really Free?

It's always observed that customers go where they have to pay less and get more services.

If you are on the same track then yes, Go for HubSpot CRM because it is totally free.

I know, the question - Is HubSpot CRM really free? seemed unbelievable to me as well. Yeah! You are reading accurate information.

HubSpot CRM is entirely free. If you are new to the business, then the basic free version of HubSpot CRM is enough for you as HubSpot CRM is the best and easiest tool to manage the customer relationship and improve sales productivity.

The Word “Free” here refers to a cheap and pared-down version of HubSpot.

If you want to add and centralize some limited contacts, then HubSpot CRM is “The best” for you as it offers 100 contacts for free. But if you want to include 1000 contacts more, then you have to pay $100 per month, and if the number of contacts reaches 1,100, then you have to give $100 in a month.

By availing HubSpot CRM free features, you can quickly increase customers lead and grow business productivity and efficiency.

There are many ways in which HubSpot CRM will help you like:

  • Managing your contacts
  • Track your deals and tasks
  • Nurture your leads by engaging more customers

According to me, I think that HubSpot CRM free services are enough for you to improve your business growth, increase conversational rates, increase ROI, and be on the top of this competitive world.

What is HubSpot Sales Hub

You must be confused about the term HubSpot sales Hub. Am I right?

Yes, of course! If you are new to HubSpot, then you are also new to this term.

Before understanding HubSpot Sales Hub know about HubSpot Sales. HubSpot Sales provide many features by using which you can improve your sales process.

With the help of HubSpot Sales, you can quickly uncover more leads in less time. You can also make a good connection with the customers and can efficiently manage the central database.

HubSpot Sales will help you to achieve a business goal- “Sell More and Work Less.”

Do you want to avail free sales services? Go for HubSpot Sales as it’s free to start with.

Now, Let me introduce you with the term HubSpot Sales Hub.

HubSpot Sales Hub is divided into three different sections according to the business type-

  • HubSpot Sales Starter
  • HubSpot Sales professional
  • HubSpot Sales Enterprise

HubSpot Sales Starter:


Source: HubSpot

Are you new in the world of business and want to increase sales productivity and improve close rates?

Go for HubSpot CRM Pro.

In HubSpot Sales starter, you can easily avail the sale services starting at $35 per month.

Do you want to increase sales productivity and improve close rates? Then go for a Starter. Features that are provided in this package are:

  • Contact management
  • Gmail and Outlook integration
  • Company records
  • Tasks
  • Email templates
  • Calling
  • Email Scheduling
  • Documents
  • Contact and company insights
  • Deals
  • Email tracking and notification
  • Live Chat
  • Canned snippets
  • Meeting scheduling
  • Prospects
  • Conversation routing
  • Email sequences
  • Conversational bots
  • Reporting dashboards
  • HubSpot branding removed

Sales Hub Professional

Want more services for advanced sales teams? Go for Sales Hub Professional.


Source: HubSpot

It is a complete sales toolkit which includes advanced automation, artificial intelligence, and custom reporting. You can start availing Sales Hub Professional services starting at $400 per month.

Including all the features provided in the starter, you will get some more like:

  • Phone support
  • Multiple deal pipelines
  • Teams
  • Required fields
  • Sales automation
  • Products
  • Required fields
  • Smart send times
  • Quotes
  • Smart send notification
  • Custom reporting
  • Salesforce integration
  • 1:1 video creation

Sales Hub Enterprise:

Does your business organization have more sophisticated sales teams? Do you want to provide them with a robust set of features?

You need to take the package of Sales Hub Professional.

q52Source: HubSpot

It will help you in providing accessible services without any complexity. To start with the enterprise package, pay $1,200 per month.

Here are some features that you will get more in HubSpot Sales Enterprise.

  • Playbooks
  • Goals
  • Predictive lead scoring
  • Single sign-on
  • Quote approvals
  • e Signature
  • Call transcription and reporting
  • Calculated properties
  • Recurring revenue tracking

Understand more about HubSpot Sales Hub.

If you want to know about the exact difference between HubSpot CRM and SalesHub, Scroll Down.

Difference between HubSpot CRM Sales Hub

Want to upgrade HubSpot CRM? Before taking any decision, you should first understand the exact difference between HubSpot CRM and Sales Hub.

Major questions that arise in our minds are- how much will it afford? What features will we get? And many more.

All these questions are essential to know for improving our business growth, productivity and revenue.

So read the below difference and decide whether to update Hubspot CRM or not.



HubSpot CRM

Sales Hub



HubSpot CRM is an online platform which helps to store information of the contacts and companies. It also helps to track your outreach efforts.

It is an online time-saving sales tool which helps to grow traffic and convert it into visitors. It helps to connect more leads by spending some extra amount.



HubSpot CRM is a free sales tool which will help you to increase your business growth.

You have to pay some extra money to avail the services provided in Sales Hub.

According to your business, you just have to select one type

(HubSpot Starter, HubSpot Professional, HubSpot Enterprise) and proceed further by paying the amount accordingly.

Scroll down to read all these types in detail.



HubSpot CRM provides limited free features.

You can avail as many features as you want by giving a limited amount of time.


Analytics and reporting

HubSpot CRM helps you to access your organization leads and task reporting dashboards.

Sales Hub provides reporting at the professional level. By using this platform, you can purchase reports and dashboards easily and accurately.



Provides limited storage

Provides a large storage space.



Hubspot CRM helps in collecting forms, analyzing leads, and improve lead flows. This tool helps you to track the website activity for 7 days.

Provides multi-featured and robust marketing cloud which includes various features with different pricing packages.


I have also done the evaluation after which I decided to use Sales Hub as it provides more services by just spending a limited amount of money.

So, why not to prefer more services and enhance business growth?

If you want to avail free services or want to take free advice from experts, visit the contact us.

Pricing of HubSpot Sales Hub

So ready to boil your business by offering excellent services and increasing customer leads. Go ahead.

“How much does HubSpot Sales Cost?” It is the next question for which you want a clear answer.


Now, we all know that HubSpot Sales Hub is divided into 4 license types. It entirely depends on you and your business type that which service you want to avail.

Here is the pricing of 4 license types are:





Sales Free

$0 per month


Sales Hub Starter

$50 per month for 1 user


Sales Hub Professional

$400 per month for 5 users


Sales Hub Enterprise

$1200 per month for 10 users


Do you want to import more contacts? You will be charged extra, but I assure you that you will not regret it afterward.

If you want to plug in with HubSpot Marketing, you need to take the HubSpot Marketing license.

License Requirements:

Starter: You will be charged $10 per 1000 contacts.

Professional: You will be charged $50 per 1000 contacts.

Satisfied? Of Course yes.

No one can give you this much services in such a limited amount.

Go ahead to avail these services.

Chapter 6: HubSpot CRM Integrations

I realized that integration is an essential term in HubSpot CRM. Marketing and Sales growth is the main focus of all organizations.

Do you want customized services and fulfill your business needs? Start doing integrations.

To build good connections with the customers and you want to nurture your leads or prospects, start with HubSpot CRM integrations.  

If you are confused with the term HubSpot CRM integration, Don't Worry. You will get to know about this term; it’s importance and types in this particular chapter.

Read below and integrate CRM with HubSpot successfully.

Why to Integrate your CRM with HubSpot?

Before sharing its importance, let me introduce you with the term CRM integration.

CRM integration is allowing your website and CRM to work together. Do you want to promote your CRM and bring valuable customer lead data automatically? CRM integration is the best possible way.

Know more about HubSpot integration and how it maximize your marketing strategy?

Here are some benefits by knowing which you will integrate your current CRM with HubSpot.

1- Customization:

Do you want to grow your business by providing excellent services to the people? Integrate your CRM with HubSpot as it allows customization and configuration. These options will help you to achieve your business needs.

Want to know more about HubSpot contact with our expert team and take excellent advice.

2- Automation:

I personally found “the Automation” as the essential benefit of integrating CRM with HubSpot because I do not like to spend time on Data Entry.

You can also save your precious time by integrating CRM with HubSpot. Once you successfully perform this task, you need not enter data manually. Furthermore, you will be able to generate more leads and productivity.

3- List Segmentation:

Once you integrate with HubSpot, your sales team can quickly identify the qualified leads that are interested in availing the services. It will help you to filter the leads without spending a significant amount of time.

4- Record Owner:

Synchronizing email address and name will help you to personalize the emails that are sent to the leads. You can easily record the owner's information which can further be accessed in an accurate form and in less time.

5- Helps you to Identify ROI:

Are you scared to invest in HubSpot?

Integration of HubSpot and CRM will help you to identify the inbound marketing ROI easily. It will also help you in making good customer relationship which will improve your marketing strategy.

6- Lead intelligence:

Once you successfully integrate your CRM with HubSpot, you can synchronize contacts public profile URL. It will help your sales representatives in viewing the contacts activity without login their account.

You can also learn how to Set up and customize your deal pipelines and deal stages as it will help you to increase your business revenue in less time.

7- Increases Team Efficiency:

Is your marketing team is unable to send qualified leads to the sales team? You should definitely integrate CRM with HubSpot. Once you integrate, your marketing team can send the leads to the sales team.

Your sales representatives will spend more time in selling and providing the services instead of spending time on entering and qualifying data.

8- Get Real-time Updates:

Everyone loves to be updated. Integrating Hubspot with CRM will help your sales team in getting an updated notification in every 10 minutes. It will assist them in tracking the behavior of leads in real time.

9- Convert CRM leads to closed/Won opportunities:

Once you integrate CRM with HubSpot, you can easily track the conversions and analyze closed-loop in HubSpot. Furthermore, you can easily create more opportunities in less time.

Do you still have any doubts why most of the organization are integrating CRM with HubSpot CRM?

Read more reasons why to connect HubSpot with CRM?

Chapter 7: HubSpot CRM Reporting

I Hope, this chapter will make you aware of Hubspot CRM Reporting because it will include the information about Reporting tool, its importance, and types in detail.

Firstly, let me explain to you about the term “Reporting.”

Reporting is one of the most helpful features of HubSpot CRM.

Most of the people face problem in analyzing the performance. Reporting will help you to view and analyze different pages to get the conclusion in less time.

HubSpot CRM reporting provides Analytic tool by using which you can analyze your website traffic, contacts, campaigns, marketing, service and sales team productivity.

Analytic tool:


Most of the organizations prefer to use HubSpot CRM for analyzing the traffic and interest of the customers.

There are various advantages of using HubSpot CRM Reporting. If you are not aware of its importance, Read Below.

Why Reporting is Important

Now, let's come to its importance.

Firstly think-

Is your organizational team members can compare all their data sets without any difficulty and in less time?

If not, then move to HubSpot CRM because it provides free reporting function.

Is your boss is asking you about the status of the website, and you have less time to evaluate?

Use HubSpot CRM Reporting.

By evaluating the reports, you will be able to compare all the data sets and analyze the website performance on different perspectives. Furthermore, you will get the exact status of the website after which you will be answerable to your boss.

Here are some more benefits of HubSpot CRM Reporting:

1- Helps to Visualize your Customer Demographics:

Do you want the right to view the sales cycle at 360 degrees? Use HubSpot CRM Reporting tool.

By accessing the reporting tool, you can quickly collect ideal prospects, analyze customers activities, identify users last conversion event, build target personas, and many more.

Let me tell you that “Fictional representation” is the best way to analyze the records. HubSpot CRM Reporting provides graphical information. It will help your digital marketing team to efficiently analyze the online behavior of the customers, their interests and concerns.

2- Collect Clear and Accurate Results:

By using the Reporting tool, you will gather correct information and accurate results in less time. The results which you collect will support your decision and will help you in expressing the information in front of your boss.

Let me explain to you more with an example.

Let us suppose; you are sharing some information with your boss. Instead of saying, visitors have been increased on our site. You should explain that 45% of traffic has increased which has generated 17 more leads.

Which information is more exciting and revealing?

Yes, you are right- information which numerical data.

I Hope you get my point.

3- Reduces the Sales Cycle:

If you have updated information about your leads and your new customers, you can easily convert the leads into customers in less time. This is only possible by analyzing your Reports.

By following a particular trajectory of actions, you can quickly analyze the demographic profile of the customers. Furthermore, by analyzing actual and latest reports via HubSpot CRM Reporting tool, you can accelerate your sales cycle and nurture more leads to achieve the business objectives.

4- Helps to Fulfill your Expectations and Achieve your Goals:

By using the reporting tool, you can analyze your business growth by focusing on the right channels. By observing up and down movement of the graph, you can easily compare the data and get the essential information.

However, you can further nurture your social media leads by analyzing the information and focusing on a particular area which needs to be improved.

5- Create a Trackable Event on your Website:

Are you facing problem in event tracking? Use HubSpot CRM Reporting tool. All the activities that are performed on your site can easily be tracked.

You can quickly evaluate mostly liked and least visited events. You can then also figure out the interest of customers and deliver the services accordingly.

I am sure that by reading all these benefits, you will use this Reporting tool and save your precious time.

You should know the types of reporting before using it.


Go ahead then…..

Types of Reporting

Below are some types of HubSpot CRM Reports.

Do you want to see some practical images of different types of Reports?

As we are also providing HubSpot services, the screenshots that are added are taken from our own site.

My main motive behind adding these screenshots is to provide you with real and accurate information.

Contacts Report

Contacts report displays a breakdown of all the contact information of the customers. It includes the customer's name, country, and other related information.

The tables that are included in contact reports will help you in evaluating the interest of the customers.



Companies Report

One of the crucial decisions which the organizations want to make is how much resources and time they should spend on promoting different channels.

Do you face problem to figure out the same?

With the help of companies reports, you can easily calculate your organizational revenue for specific marketing activity. Organizations who rely on more number of companies can quickly evaluate their business instead of counting the contacts.

q55Source: HubSpot


Pipeline Report

This report will help you to visualize the quality and value of deals at different stages of the pipeline. It helps you to evaluate the exact movement of the reports.

You can also determine the budget for your company.



Custom Reports or Cross-Object Reports

Custom reports will display different records such as deal, company or contact. Most of the answers which you want for analyzing your business performance can be received by evaluating custom reports or cross-object reports.

In this report, all the information added is found in a customized form which will help you to evaluate the dashboard.

q57Source: HubSpot

Learn more about how to customize your dashboard and create attractive and valuable reports.

Chapter 8: HubSpot CRM Migration

By reading the word “Migration,” everyone feels that it’s a long process so why to get into it.

No sir, you are on the wrong track.

Ok, tell me…..

Do you want some improvements in your business?

Yes, ofcourse. Right?

To be on the top list of this competitive world, every organization wants improvement. It is only possible when you improve your services by migrating from one platform to another.

If you want to improve your marketing, sales and service activities, it is the best time to migrate to HubSpot CRM migration because it provides all the services under one platform.

So, in this chapter, we are going to discuss- why and how to migrate to HubSpot CRM.

Why to Migrate to HubSpot CRM

I know that moving from one CRM to another is a massive headache, but HubSpot has an expert team who will handle all the pain points that you may face while migrating your CRM.

According to Peter Thiel, if you are getting a 10x better solution than your current solution, you should move and get incremental value.

Here are some reasons which will force you to migrate to Hubspot CRM:

1- Improves Marketing Efficiency:

Once you migrate to HubSpot CRM, you can reuse all the files that are stored on your landing pages. You can also add the files anywhere on the website.

If you want to add the content on the homepage, you need to take 2 clicks, and you do not require any coding. However, you can also create new pages with a click of buttons in less time.

2- Customization and Personalization:

If you are already into digital marketing profile, then you can easily understand the value of email, blogs, landing pages, contact database, etc. After migrating to HubSpot CRM, you can expand your website as it helps to customize and personalize every interaction.

Addition of smart content will help you to achieve your goals by creating relevant experiences as it will have a good impact on the visitors.

3- Provide Fast, Updated and Secured Services:

HubSpot CRM is an enterprise-grade content Delivery Network which ensures that all the information added is secure, fast and updated regularly.

When you migrate to HubSpot CRM, all your website content will be added in the HubSpot automatically. It will maintain your website consistency as it backed up security, speed, and uptime.

4- Gives Access to view HubSpot Database:

Once you completely migrate to HubSpot CRM, you can view any of the contact details that are stored in the HubSpot contact database.

This will help you to easily maintain and access the information by spending less time as anyone can access the data by using HubSpot account.

5- It’s Free and Organizes data

Do you want to save money and still want to avail good marketing services? Migrate to HubSpot CRM as it provides free services.


Get involved in HubSpot CRM. Faster you get involved, More easily you will generate ROI. It will further help you to increase your business productivity.

6- Helps to Import Existing Contacts:

You should migrate to HubSpot CRM as it will help you to add the information in less time. This platform will automatically import the data from all the existing contacts.

By using this particular platform, you can easily store and consolidate unlimited files at one place.

7- Conversation-Oriented:

HubSpot CRM will help you to be more responsive to the customers. It provides ongoing conversation which will further help you in adding value to your business.

After migrating to HubSpot CRM, you will get instant notifications and real-time contact options which will help you to be more interactive.

I assure you that once you migrate to HubSpot CRM, you will increase your enterprise productivity. I am telling you with such confidence because I am availing HubSpot CRM services and maintaining proper ROI.

Interested to know more? check HubSpot CRM importance

How to Migrate to HubSpot CRM

Here are some of the steps which will help you to migrate to HubSpot CRM successfully.

Step 1: Kickoff meeting and plan

Your first step is to contact the Hubspot Sales team and start with your migration. All the details and your priorities will be discussed with the technical consultant team of HubSpot for the successful migration.

Step 2: Make Templates, Style, and Layout

Once you share your details and priorities, technical consultant team will set up the account and will create the layout and templates. Once the set is established, the recreation of all the pages will be done on HubSpot CRM.

Step 3: Perform quality check and configure

When all the landing pages and other templates are ready, the web technical consultant will get the notification to do quality check and review. They must check whether all the landing pages are migrated correctly or not. Once the quality content is checked, technical will configure the whole content to make it live.

Step 4: Inquire the status and finalize

In this step, HubSpot will get the email notification of the exact time in which migration will be completed.

Let me tell you an approximate idea that migration process takes 2-3 weeks for its completion.

The main motive behind telling this to you is that, if it takes more than 3 weeks, you should inquire the exact status from web technical consultant.

Step 5: Review the migrated content and optimize

Before you go live and migrate the content, HubSpot migration team will test and review the whole setup. This is the last step of migration.

Now, it is time to avail fee HubSpot CRM services.

You can enhance your knowledge by reading how to review your full website or blog migration

Chapter 9: HubSpot CRM Reviews

While learning about HubSpot CRM, you might be thinking that most of the organizations are availing HubSpot CRM services than on which position it is ranked.

Curious to know about its Awards, Achievements, and Reviews…. Read this chapter.

Reviews of HubSpot CRM

If you are still confused about selecting the HubSpot CRM, then let me tell you the best option because it inspired me as well.

It is to read the reviews of the people and take the appropriate decision.

Reviews are the real feedback which is added by the people after using that particular service. By evaluating all the reviews, you can range all the services and decide the best.

So, I personally prefer you to read the reviews before taking any decision.

Go down to read the reviews related to the HubSpot CRM.



Source: g2crowd



Source: capterra


q60Source: g2crowd


As per the overall reviews and average rating, HubSpot is liked by most of the people. Software Advice gathered reviews of 1,778 people about the HubSpot CRM and concluded that more than 80% of people are satisfied with the services that are offered by HubSpot CRM.


q61Source: Softwareadvice

Awards Achievements of HubSpot CRM

Do you know? HubSpot CRM is awarded as the best CRM software and the Expert’s choice by FinancesOnline in the year 2018

q62Source: financesonline


HubSpot CRM is positioned as number 1 online and social CRM software because it is fulfilling all the needs of every organization. By using this application, organizations can customize their data by reducing the complexity of functions.

If you want to avail the best services for improving your business revenue and productivity, go for HubSpot CRM.

You are the primary leaders to run any business. Relax and take your time before purchasing HubSpot CRM.

I hope you will enjoy availing free marketing services to improve your organizational productivity and efficiency.

HubSpot CRM usage Statics

I realize that everyone is going to evaluate the reviews of real people and experts before purchasing any CRM software.

In this digital world, most of the people are using internet source to get quick and real information. Therefore, it is essential for every organization to deliver the best services for making a good relationship with the customers and converting them into leads.

Due to the technicalities of HubSpot CRM, organizations are using it for increasing their ROI and enhancing their business efficiency.

Now, let me tell you about the technical details of HubSpot CRM which attracts the customers attention.

Devices Supported:

HubSpot CRM supports various devices. Due to its easy accessibility, the number of users has been increased. Devices supported are:

  • Android
  • Mac
  • Windows
  • iPhone/iPad
  • Windows Mobile

Customers types:

HubSpot CRM is used by a variety of customers which includes:

  • Small-scale organization
  • Large-scale organization
  • Medium-scale organization

Language Supported:

HubSpot CRM supports the English Language because it is an international language which is understandable by most of the personas.

Deployment: Cloud Hosted

Pricing: It’s Free

To make your mind more clear about HubSpot CRM, understand  and analyze the below-added screenshot:

q63Source: HubSpot

There are approximately 17% of salespeople who are facing problem in integration while using other CRM tools.

Also, 23% of the salespeople are facing difficulty in performing manual data entry by spending more time.

All the problems that are commonly faced by the salesperson can be resolved by migrating to HubSpot CRM.

Being the user, I will personally ask you to migrate your current CRM to HubSpot CRM for enhancing your business productivity, generating more traffic to your website, providing easy and fast marketing services to your leads, etc.

As reviewed by trends.builtwith, users of HubSpot CRM have been increased due to its efficient services. The graph below will help you to visualize the growth of HubSpot CRM Users easily.


Source: trends.builtwith

Last Words

Let me summarize you with the main points of the HubSpot CRM guide which will help you to lead your company at heights.

The primary motive of the HubSpot CRM feature is to engage more customers and increase business productivity and undoubtedly, by using the same you can easily make a better relationship with the customers, increase your leads and generate more traffic to your website.

So, here you have an ultimate guide to HubSpot CRM which will help you to understand the term “HubSpot CRM” with its features, advantages, services and some additional information such as awards, reviews, etc.

My best advice is to start availing HubSpot CRM free services as it will help you to prioritize your business activities such as the addition of data, SEO, evaluating the business performance, etc. appropriately.

This guide is pointing the main focus on the essential information which you should know while accomplishing with HubSpot CRM.

Earlier you start with the HubSpot CRM, the better you will receive the results which will be beneficial for you and your company.

If you want to avail all the above mentioned HubSpot CRM services, then you can visit the below given link: or can even reach us on: Contact Us page.

Go…. Migrate…. Generate ROI, and increase your business revenue via HubSpot CRM.

Danish Wadhwa

Danish Wadhwa is a strategic thinker and an IT Pro, with more than 6 years of expertise in the digital marketing industry. He is more than a results-driven individual, who is well-versed in providing high-end technical support, optimizing sales and automating tools to stimulate productivity for businesses.

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