Inicio rápido
Esta guía abarca todas las funciones de HubSpot:
- Empezando — Create your HubSpot account and basic setup
- Cómo utilizar la plataforma de marketing — Run email campaigns, landing pages, and forms from one place
- Cómo utilizar la organización del contenido — Plan, publish, and organise blog posts and web pages
- Cómo utilizar la gestión de comercio electrónico — Connect your store, track orders, and recover abandoned carts
- Cómo utilizar la automatización con IA — Hand repetitive follow-ups and data entry to Breeze AI agents
- Cómo utilizar los informes y análisis — Build dashboards that track lead conversion and revenue
- Cómo utilizar la gestión de contactos — Store every contact, company, and deal in one shared record
Tiempo necesario: 5 minutos por función
También en esta guía: Consejos profesionales | Errores comunes | Solución de problemas | Precios | Alternativas
¿Por qué confiar en esta guía?
I’ve run HubSpot for three years across two client accounts and tested every feature here.
HubSpot is the CRM most marketing teams end up standardising on.
But most people only ever touch contacts and a single email tool.
This guide shows you how to use HubSpot properly, feature by feature.
Step by step, with screenshots and the shortcuts I actually use.
Tutorial de HubSpot
This How to Use HubSpot tutorial walks through setup, the six core tools, and the habits that keep data clean.
HubSpot
Keep contacts, emails, deals, and support tickets in one CRM. HubSpot’s free tools cost nothing and scale as your team grows. Start free — no credit card needed.
Primeros pasos con HubSpot
Before any feature makes sense, finish this one-time setup.
Tarda unos tres minutos.
Here’s what the platform looks like in daily use:
Ahora vamos a repasar cada paso.
Paso 1: Crea tu cuenta
Go to hubspot.com and click Get free CRM.
Enter your work email, then sign up with your name and company details.
Your HubSpot account starts on the free tier automatically.
✓ Control: Comprueba tu bandeja de entrada para el correo electrónico de confirmación.
Step 2: Install the Tracking Code
HubSpot is browser-based, so there’s nothing to download.
Open Settings, then Tracking & Analytics, and copy the tracking script.
Paste it before the closing body tag on your site.
This is what tracking unlocks — email opens, clicks, and page views per contact.
✓ Control: The tracking status turns green within a few minutes.
Step 3: Import Data and Set Lifecycle Stages
Audit your spreadsheet first and delete duplicates and dead addresses.
Bad data imported on day one haunts every report you build afterwards.
Then import contacts and companies from your old CRM.
Set Lifecycle Stages next: Subscriber, Lead, MQL, SQL, Opportunity, Customer.
These stages decide which contacts your workflows and reports pick up later.
Agree naming conventions for properties, lists, and workflows on day one.
✅ Hecho: Your HubSpot account is tracking visitors and holding clean data.
Cómo usar la plataforma de marketing de HubSpot
Plataforma de marketing lets you run email, landing pages, and forms from one dashboard.
Aquí te mostramos cómo usarlo paso a paso.
Step 1: Open the Marketing Menu
Click Marketing in the left sidebar menu.
Tools sit in categories based on how they support your process.
What you see depends on your permissions and subscription.
Marketing Hub Starter unlocks email sending; the free tier caps daily volume.
Step 2: Build a Landing Page and Form
Pick Landing Pages, choose a template, and drop in a form.
Every submission lands straight in the CRM as a new contact.
Así es como se ve:
✓ Control: Your form appears live on the published page.
Step 3: Send a Behaviour-Triggered Email
Create a workflow that fires on a form submission or page visit.
Personalise the email with contact properties like first name and industry.
✅ Resultado: Your landing page captures leads and emails them without manual work.
💡 Consejo profesional: Send campaign emails Tuesday to Thursday morning. My open rates jump roughly eight percent.
How to Use HubSpot Content Arranger
Organización del contenido lets you plan, write, and publish blog posts and site pages.
Aquí te mostramos cómo usarlo paso a paso.
Step 1: Open Content Tools
Go to Content, then Blog, and click Create blog post.
The editor handles drafting, SEO fields, and scheduling in one screen.
Content tools sit under the same menu as landing pages and website pages.
Step 2: Set Topics and Internal Links
Assign each post a topic cluster and link related pages together.
HubSpot flags missing meta descriptions and weak title tags as you write.
Así es como se ve:
✓ Control: The SEO panel shows no red warnings.
Step 3: Schedule and Track
Pick a publish date, then watch views and conversions per post.
✅ Resultado: Your blog publishes on schedule with SEO fields filled in properly.
💡 Consejo profesional: Add a form to every blog post template. Bare posts convert far worse.
How to Use HubSpot E-Commerce Manager
Gestión de comercio electrónico lets you connect your store and track orders inside the CRM.
Aquí te mostramos cómo usarlo paso a paso.
Paso 1: Conecta tu tienda
Open the App Marketplace and install the Shopify or WooCommerce app.
Products, orders, and customers sync into HubSpot automatically.
Step 2: Build Abandoned Cart Workflows
Create a workflow triggered by the abandoned cart property.
Send a reminder after one hour, then a discount after a day.
Suppress anyone who completed checkout so buyers never get the discount email.
Así es como se ve:
✓ Control: Test orders appear on the contact record.
Step 3: Segment by Purchase History
Build lists for repeat buyers, lapsed customers, and high-value orders.
✅ Resultado: Carts get recovered automatically and buyers land in the right segment.
💡 Consejo profesional: Exclude customers who bought in the last week from promo sends.
Cómo usar la automatización de IA de HubSpot
AI Automatización hands repetitive work to Breeze AI agents inside your account.
Aquí te mostramos cómo usarlo paso a paso.
Step 1: Turn On Breeze
Open Settings, find Breeze AI, and switch on the agents you need.
Breeze handles lead enrichment, reunión transcripts, and common customer queries.
Enrichment fills company size and industry without anyone typing it manually.
Step 2: Set Up Lead Scoring
Score leads on email engagement, page visits, and form fills.
High scorers route to sales automatically instead of sitting in a list.
Así es como se ve:
✓ Control: Scores update on contact records within minutes.
Step 3: Automate Follow-Ups and Tickets
Build sequences that send timed, personalised superar a without daily effort.
Add rules that create support tickets from inbound chat messages.
✅ Resultado: Repetitive follow-ups, scoring, and ticket creation now run without you.
💡 Consejo profesional: Review Breeze-enriched records monthly — guessed job titles need a human check.
Cómo usar los informes y análisis de HubSpot
Informes y análisis turns raw activity into dashboards your team actually reads.
Aquí te mostramos cómo usarlo paso a paso.
Step 1: Create a Dashboard
Go to Reporting, then Dashboards, and start from a template.
Sales, marketing, and service templates each ship with sensible defaults.
Step 2: Add the KPIs That Matter
Track lead conversion rates, email performance, and revenue by source.
Filter each report by owner, pipeline, or date range.
Attribution reports show which blog posts and campaigns actually produced revenue.
Así es como se ve:
✓ Control: Each report loads with real data, not zeros.
Step 3: Schedule Email Delivery
Send the dashboard to your team every Monday morning automatically.
✅ Resultado: Your team sees the same numbers weekly without asking for them.
💡 Consejo profesional: Cap dashboards at six reports — anything longer stops getting opened.
How to Use HubSpot Contact Manager
Gestión de contactos keeps every contact, company, and deal on one shared record.
Aquí te mostramos cómo usarlo paso a paso.
Step 1: Create Custom Properties
Add properties for the data your negocio realmente necesita.
Lead source, industry, and job title are the usual starting three.
Stick to your naming convention so nobody creates a second Industry field.
Step 2: Build Your Deal Pipeline
Match stages to your real process: Prospecting, Qualification, Demo, Closed-Won.
HubSpot’s defaults include Appointment Scheduled, Qualified to Buy, and Proposal Sent.
Así es como se ve:
✓ Control: New deals drop into the first pipeline stage.
Step 3: Sync Outside Tools
Use Data Sync to connect Google Contacts, Mailchimp, or your help desk.
Operations Hub syncs records both ways, so nobody retypes anything.
✅ Resultado: Every rep sees the same contact history and the same deal stage.
💡 Consejo profesional: Add a meetings link to your email signature — bookings update the CRM instantáneamente.
Consejos y atajos profesionales de HubSpot
After three years in the platform, these are the tips I hand new hires.
Most of them save more time than any single automation does.
Atajos de teclado
| Acción | Atajo |
|---|---|
| Búsqueda global | / |
| Crear nuevo registro | C |
| Log a call on a record | L |
| Save email template | Ctrl + S |
Características ocultas que la mayoría de la gente pasa por alto
- Academia HubSpot: Free certifications in inbound marketing, email, content, and digital marketing.
- Conversations inbox: Runs team email and live chat from one shared inbox.
- Meetings links: Prospects book your calendar directly and the CRM updates itself.
Errores comunes de HubSpot que debes evitar
Mistake #1: Importing Messy Data
❌ Incorrecto: Dumping an old spreadsheet straight into your HubSpot account.
✅ Derecha: Clean duplicates and dead emails first, then import in batches.
Mistake #2: Building Workflows Too Temprano
❌ Incorrecto: Automating before you know where buyers actually stall.
✅ Derecha: Map the customer journey, find the bottleneck, then automate that step.
Mistake #3: Nobody Owns the Account
❌ Incorrecto: Five people creating properties with five different naming styles.
✅ Derecha: Name a HubSpot Champion to manage permissions and settle naming rules.
Solución de problemas de HubSpot
Problem: Tracking Shows No Visitors
Causa: The script sits in the wrong place or a cache is serving old pages.
Arreglar: Move the code above the closing body tag, then clear your site cache.
Problem: Marketing Emails Land in Spam
Causa: Your sending domain isn’t connected and authenticated in settings.
Arreglar: Connect the domain, add the DNS records, then warm up with small sends.
Problem: Duplicate Contacts Keep Appearing
Causa: Two synced apps write the same person under different email addresses.
Arreglar: Run the duplicate manager weekly and set email as the unique identifier.
📌 Nota: If none of these fix your issue, contact HubSpot support.
¿Qué es HubSpot?
HubSpot is a CRM platform that joins marketing, sales, and support on one database.
Think of it as a shared filing cabinet that also does the follow-up.
Mira este breve resumen:
Incluye estas características clave:
- Plataforma de marketing: Run email campaigns, landing pages, and forms from one place.
- Organización del contenido: Plan, publish, and organise blog posts and web pages.
- Gestión de comercio electrónico: Connect your store, track orders, and recover abandoned carts.
- Automatización mediante IA: Hand repetitive follow-ups and data entry to Breeze AI agents.
- Informes y análisis: Build dashboards that track lead conversion and revenue.
- Gestión de contactos: Store every contact, company, and deal in one shared record.
Para una revisión completa, consulte nuestra Reseña de HubSpot.
Every tool above writes back to the same contact record.
Precios de HubSpot
Esto es lo que costará HubSpot en 2026:
| Plan | Precio | Mejor para |
|---|---|---|
| Herramientas gratuitas | $0/mes | Solo founders testing the CRM |
| Centro de marketing de inicio | $15/asiento/mes | Small teams sending first campaigns |
| Plataforma de clientes principiantes | $15/asiento/mes | Teams wanting sales and marketing together |
| Profesional del centro de marketing | 800 dólares por asiento al mes. | Growing teams needing deep automation |
Prueba gratuita: Yes — the Free Tools tier never expires and needs no card.
Garantía de devolución de dinero: No refunds on monthly plans, so start free and upgrade later.
💰 Mejor relación calidad-precio: Starter Customer Platform — sales and marketing tools for $15 per seat.
HubSpot frente a alternativas
¿Cómo se compara HubSpot? Este es el panorama competitivo:
Mira esta comparación:
| Herramienta | Mejor para | Precio | Clasificación |
|---|---|---|---|
| HubSpot | CRM todo en uno | $15/mes | ⭐ 4 |
| GoHighLevel | Agencias | $97/mes | ⭐ 4.5 |
| Pipedrive | Canales de ventas | $14/mes | ⭐ 4.5 |
| Keap | Pequeña empresa automatización | $249/mes | ⭐ 4.1 |
| Campaña activa | Automatización del correo electrónico | $15/mes | ⭐ 4.5 |
| Embudos de clic | Funnels | $97/mes | ⭐ 4.2 |
| Fuerza de ventas | Ventas empresariales | $25/mes | ⭐ 4.4 |
| Zendesk | Sistema de tickets de soporte | $19/mes | ⭐ 4.3 |
Selecciones rápidas:
- Mejor en general: HubSpot — one database for marketing, sales, and support
- Mejor presupuesto: Pipedrive — cheap seats if you only need a pipeline
- Ideal para principiantes: HubSpot — free tier plus HubSpot Academy training
- Ideal para agencias: GoHighLevel — client sub-accounts built in
🎯 Alternativas a HubSpot
¿Buscas alternativas a HubSpot? Aquí tienes las mejores opciones:
- 🚀 GoHighLevel: Built for agencies running many client accounts under one login and white label.
- 💰 Pipedrive: Cheaper per seat with a visual pipeline that sales reps learn in an afternoon.
- ⚡ Mantener: Strong small-business automation with invoicing and payments bundled into the same plan.
- 🧠 Campaña activa: Deeper email automation logic at a lower price than Marketing Hub Professional.
- 🎨 Embudos de clic: Funnel-first constructor for anyone selling courses, coaching, or single-product offers.
- 👶 Gente: Lightweight contact CRM for small teams who find HubSpot’s settings overwhelming.
- 🔥 Instantáneamente: Correo electrónico frío at volume with inbox warm-up that HubSpot deliberately does not offer.
- 🔧 Haga clic hacia arriba: Project management first, CRM second — good if delivery matters more than marketing.
- 🌟 CRM del lunes: Colourful boards and easy custom fields for teams already usando el lunes trabajar.
- 💼 Cápsula Gestión de relaciones con el cliente: Simple, affordable contact and deal tracking with almost no setup required.
- 🎯 Perspicazmente: Pairs CRM with project delivery, useful for agencies handing off signed deals.
- ⭐ CRM de Freshsales: Built-in phone and AI scoring at a friendlier price for outbound sales teams.
- 🏢 Fuerza de ventas: Enterprise depth and customisation, but you’ll need an admin to run it.
- 📊 Zendesk: Support ticketing specialist with better routing than HubSpot’s Service Hub.
Para ver la lista completa, consulte nuestra Alternativas a HubSpot guía.
⚔️ Comparativa de HubSpot
Así es como HubSpot se compara con cada uno de sus competidores:
- HubSpot frente a GoHighLevel: GoHighLevel wins for agencies; HubSpot wins on reporting depth and data hygiene.
- HubSpot frente a Pipedrive: Pipedrive is cheaper for pure sales; HubSpot wins once marketing joins in.
- HubSpot frente a Keap: Keap bundles payments; HubSpot scales further and has a real free tier.
- HubSpot frente a ActiveCampaign: ActiveCampaign has finer email logic; HubSpot has the stronger CRM underneath.
- HubSpot frente a ClickFunnels: ClickFunnels builds better funnels; HubSpot keeps the customer record afterwards.
- HubSpot frente a Folk: Folk is simpler to learn; HubSpot does far more once you grow.
- HubSpot vs. Instantly: Instantly wins on cold outreach; HubSpot wins on nurturing warm inbound leads.
- HubSpot frente a ClickUp: ClickUp manages delivery better; HubSpot manages the pipeline and campaigns better.
- HubSpot contra el lunes Gestión de relaciones con el cliente: Monday is friendlier visually; HubSpot has stronger email and analytics tools.
- HubSpot frente a Capsule CRM: Capsule costs less monthly; HubSpot offers automation Capsule simply does not.
- HubSpot frente a Insightly: Insightly links deals to projects; HubSpot leads on marketing and content tools.
- HubSpot vs Freshsales Gestión de relaciones con el cliente: Freshsales bundles calling cheaply; HubSpot wins on content and landing pages.
- HubSpot vs Salesforce: Salesforce customises deeper; HubSpot is faster to set up without an admin.
- HubSpot frente a Zendesk: Zendesk handles support better; HubSpot connects support back to sales history.
Empiece a usar HubSpot ahora
Aprendiste a usar todas las funciones principales de HubSpot:
- ✅ Plataforma de marketing
- ✅ Disposición del contenido
- ✅ Gestión de comercio electrónico
- ✅ Automatización con IA
- ✅ Informes y análisis
- ✅ Gestión de contactos
Siguiente paso: Elige una función y pruébala ahora.
La mayoría de la gente empieza por la gestión de contactos.
Tarda menos de cinco minutos.
Preguntas frecuentes
¿HubSpot CRM es gratuito?
Yes. HubSpot’s Free Tools tier includes contact management, forms, email marketing, and live chat. It never expires and needs no credit card to start.
How do I create a HubSpot account?
Go to hubspot.com, click Get free CRM, then sign up with your work email. Your HubSpot account activates on the free tier immediately.
Is HubSpot Academy free?
Yes. HubSpot Academy offers free certifications in inbound marketing, email marketing, content marketing, and digital marketing. The Marketing Software certification is also free.
¿Cuáles son las desventajas de HubSpot?
Paid tiers get expensive fast, especially Marketing Hub Professional at $800 per seat. Contract terms are rigid and annual plans rarely allow mid-term downgrades.
How long does HubSpot take to learn?
Basic contact and email work takes an afternoon. Workflows, custom properties, and reporting take a few weeks of regular use to feel natural.
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