How to Set Up a CRM on HubSpot Step by Step (for Beginners)

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In this video, I’ll go over how to set up HubSpot CRM for your business. Whether you’re new to HubSpot or CRM systems, I’ll guide you through adding contacts, organizing your sales pipeline, and setting up simple automation.

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Be sure to watch the video until the end because I’ll share how HubSpot CRM’s features, like email integration, task automation, and custom dashboards, can simplify managing your business. HubSpot CRM helps organize everything by automating tasks and providing live reports so you can make quick decisions and focus on what matters most.

HubSpot CRM is an excellent tool for small businesses to stay organized and grow. With its free plan, you can manage your contacts, track emails, and automate your sales pipeline without any monthly fees. If you want more features, HubSpot CRM has paid plans that include marketing automation and detailed reports on your business's performance. It also connects with other popular tools, so everything you need can work together in one place, making your work smoother and more efficient.

If you found this video helpful, check out our other videos on Hubspot CRM:

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Thanks for watching! I hope you have a wonderful day!

Ivan

#HubspotCRM #Sales #Business

Timeline:
0:00 - Intro
0:28 - Getting Started With Hubspot
2:06 - Importing Your Leads
4:25 - Customizing Record
7:08 - Creating Deals
7:50 - Connecting Your Email To HubSpot
8:40 - Customizing Different Available Times
9:10 - Setup Meeting Schedule
10:10 - Reporting Features
11:08 - Conclusion

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