クイックスタート
このガイドでは、HubSpotのすべての機能について解説します。
- はじめる — Create your HubSpot account and basic setup
- マーケティングプラットフォームの使い方 — Run email campaigns, landing pages, and forms from one place
- コンテンツ配置の使い方 — Plan, publish, and organise blog posts and web pages
- Eコマース管理の使い方 — Connect your store, track orders, and recover abandoned carts
- AI自動化の活用方法 — Hand repetitive follow-ups and data entry to Breeze AI agents
- レポートと分析の使い方 — Build dashboards that track lead conversion and revenue
- 連絡先管理の使い方 — Store every contact, company, and deal in one shared record
所要時間： 各作品につき5分
このガイドには以下の内容も含まれています。 プロのヒント | よくある間違い | トラブルシューティング | 価格 | 代替案
このガイドを信頼する理由
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.
HubSpotチュートリアル
This How to Use HubSpot tutorial walks through setup, the six core tools, and the habits that keep data clean.
ハブスポット
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.
HubSpotの始め方
Before any feature makes sense, finish this one-time setup.
約3分かかります。
Here’s what the platform looks like in daily use:
それでは、各ステップを順を追って見ていきましょう。
ステップ1：アカウントを作成する
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.
✓ チェックポイント: チェックしてください 受信トレイ 確認メールについて。
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.
✓ チェックポイント: 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.
✅ 完了: Your HubSpot account is tracking visitors and holding clean data.
HubSpotマーケティングプラットフォームの使い方
マーケティングプラットフォーム lets you run email, landing pages, and forms from one dashboard.
以下に、その使用方法をステップごとに説明します。
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.
これがその様子です。
✓ チェックポイント: 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.
✅ 結果: Your landing page captures leads and emails them without manual work.
💡 プロのヒント: Send campaign emails Tuesday to Thursday morning. My open rates jump roughly eight percent.
How to Use HubSpot Content Arranger
コンテンツ構成 lets you plan, write, and publish blog posts and site pages.
以下に、その使用方法をステップごとに説明します。
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.
これがその様子です。
✓ チェックポイント: The SEO panel shows no red warnings.
Step 3: Schedule and Track
Pick a publish date, then watch views and conversions per post.
✅ 結果: Your blog publishes on schedule with SEO fields filled in properly.
💡 プロのヒント: Add a form to every blog post template. Bare posts convert far worse.
How to Use HubSpot E-Commerce Manager
Eコマース管理 lets you connect your store and track orders inside the CRM.
以下に、その使用方法をステップごとに説明します。
ステップ1：ストアを接続する
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.
これがその様子です。
✓ チェックポイント: Test orders appear on the contact record.
Step 3: Segment by Purchase History
Build lists for repeat buyers, lapsed customers, and high-value orders.
✅ 結果: Carts get recovered automatically and buyers land in the right segment.
💡 プロのヒント: Exclude customers who bought in the last week from promo sends.
HubSpot AIオートメーションの使い方
人工知能 オートメーション hands repetitive work to Breeze AI agents inside your account.
以下に、その使用方法をステップごとに説明します。
Step 1: Turn On Breeze
Open Settings, find Breeze AI, and switch on the agents you need.
Breeze handles lead enrichment, ミーティング 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.
これがその様子です。
✓ チェックポイント: Scores update on contact records within minutes.
Step 3: Automate Follow-Ups and Tickets
Build sequences that send timed, personalised アウトリーチ without daily effort.
Add rules that create support tickets from inbound chat messages.
✅ 結果: Repetitive follow-ups, scoring, and ticket creation now run without you.
💡 プロのヒント: Review Breeze-enriched records monthly — guessed job titles need a human check.
HubSpotのレポート機能と分析機能の使い方
報告 ＆アナリティクス turns raw activity into dashboards your team actually reads.
以下に、その使用方法をステップごとに説明します。
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.
これがその様子です。
✓ チェックポイント: Each report loads with real data, not zeros.
Step 3: Schedule Email Delivery
Send the dashboard to your team every Monday morning automatically.
✅ 結果: Your team sees the same numbers weekly without asking for them.
💡 プロのヒント: Cap dashboards at six reports — anything longer stops getting opened.
How to Use HubSpot Contact Manager
連絡先管理 keeps every contact, company, and deal on one shared record.
以下に、その使用方法をステップごとに説明します。
Step 1: Create Custom Properties
Add properties for the data your 仕事 実際に必要としている。
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.
これがその様子です。
✓ チェックポイント: New deals drop into the first pipeline stage.
Step 3: Sync Outside Tools
Use Data Sync to connect Google Contacts, メールチンプ, or your help desk.
Operations Hub syncs records both ways, so nobody retypes anything.
✅ 結果: Every rep sees the same contact history and the same deal stage.
💡 プロのヒント: Add a meetings link to your email signature — bookings update the CRM 即座に.
HubSpotのプロ向けヒントとショートカット
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.
キーボードショートカット
| アクション | ショートカット |
|---|---|
| グローバル検索 | / |
| 新しいレコードを作成する | C |
| Log a call on a record | L |
| Save email template | Ctrl + S |
ほとんどの人が見逃す隠れた機能
- HubSpotアカデミー: 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.
HubSpotでよくある間違いを避ける方法
Mistake #1: Importing Messy Data
❌ 間違い: Dumping an old spreadsheet straight into your HubSpot account.
✅ 右: Clean duplicates and dead emails first, then import in batches.
Mistake #2: Building Workflows Too 早い
❌ 間違い: Automating before you know where buyers actually stall.
✅ 右: Map the customer journey, find the bottleneck, then automate that step.
Mistake #3: Nobody Owns the Account
❌ 間違い: Five people creating properties with five different naming styles.
✅ 右: Name a HubSpot Champion to manage permissions and settle naming rules.
HubSpotのトラブルシューティング
Problem: Tracking Shows No Visitors
原因： The script sits in the wrong place or a cache is serving old pages.
修理： Move the code above the closing body tag, then clear your site cache.
Problem: Marketing Emails Land in Spam
原因： Your sending domain isn’t connected and authenticated in settings.
修理： Connect the domain, add the DNS records, then warm up with small sends.
Problem: Duplicate Contacts Keep Appearing
原因： Two synced apps write the same person under different email addresses.
修理： Run the duplicate manager weekly and set email as the unique identifier.
📌 注記： If none of these fix your issue, contact HubSpot support.
HubSpotとは何ですか？
ハブスポット 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.
こちらの簡単な概要をご覧ください。
主な機能は以下のとおりです。
- マーケティングプラットフォーム： Run email campaigns, landing pages, and forms from one place.
- コンテンツの構成： Plan, publish, and organise blog posts and web pages.
- Eコマース管理： Connect your store, track orders, and recover abandoned carts.
- AIによる自動化： Hand repetitive follow-ups and data entry to Breeze AI agents.
- レポートと分析: Build dashboards that track lead conversion and revenue.
- 連絡先管理: Store every contact, company, and deal in one shared record.
詳細なレビューについては、こちらをご覧ください。 HubSpotのレビュー.
Every tool above writes back to the same contact record.
HubSpotの価格
2026年のHubSpotの費用は以下のとおりです。
| プラン | 価格 | 最適な用途 |
|---|---|---|
| 無料ツール | 月額0ドル | Solo founders testing the CRM |
| マーケティングハブスターター | 1席あたり月額15ドル | Small teams sending first campaigns |
| スターター顧客プラットフォーム | 1席あたり月額15ドル | Teams wanting sales and marketing together |
| マーケティングハブプロフェッショナル | 1席あたり月額800ドル | Growing teams needing deep automation |
無料トライアル: Yes — the Free Tools tier never expires and needs no card.
返金保証: No refunds on monthly plans, so start free and upgrade later.
💰 最もお得な価格: Starter Customer Platform — sales and marketing tools for $15 per seat.
HubSpotと代替サービスの比較
HubSpotは他社と比べてどうでしょうか？競合状況は以下のとおりです。
この比較をご覧ください。
| 道具 | 最適な用途 | 価格 | 評価 |
|---|---|---|---|
| ハブスポット | オールインワンCRM | 月額15ドル | ⭐ 4 |
| ゴーハイレベル | 代理店 | 月額97ドル | ⭐ 4.5 |
| パイプドライブ | 販売パイプライン | 月額14ドル | ⭐ 4.5 |
| キープ | 中小企業 オートメーション | 月額249ドル | ⭐ 4.1 |
| アクティブキャンペーン | メール自動化 | 月額15ドル | ⭐ 4.5 |
| クリックファネル | Funnels | 月額97ドル | ⭐ 4.2 |
| セールスフォース | 法人向け販売 | 月額25ドル | ⭐ 4.4 |
| ゼンデスク | サポートチケット | 月額19ドル | ⭐ 4.3 |
おすすめ商品：
- 総合ベスト： HubSpot — one database for marketing, sales, and support
- ベスト予算： Pipedrive — cheap seats if you only need a pipeline
- 初心者におすすめ： HubSpot — free tier plus HubSpot Academy training
- 代理店に最適： GoHighLevel — client sub-accounts built in
🎯 HubSpotの代替案
HubSpotの代替サービスをお探しですか？おすすめの選択肢をご紹介します。
- 🚀 ゴーハイレベル: Built for agencies running many client accounts under one login and white label.
- 💰 パイプドライブ: Cheaper per seat with a visual pipeline that sales reps learn in an afternoon.
- ⚡ キープ： Strong small-business automation with invoicing and payments bundled into the same plan.
- 🧠 アクティブキャンペーン: Deeper email automation logic at a lower price than Marketing Hub Professional.
- 🎨 クリックファネル: Funnel-first ビルダー for anyone selling courses, coaching, or single-product offers.
- 👶 フォーク: Lightweight contact CRM for small teams who find HubSpot’s settings overwhelming.
- 🔥 即座に: コールドメール at volume with inbox warm-up that HubSpot deliberately does not offer.
- 🔧 クリックアップ: Project management first, CRM second — good if delivery matters more than marketing.
- 🌟 月曜日のCRM: Colourful boards and easy custom fields for teams already 月曜日に使用 仕事。
- 💼 カプセル CRM: Simple, affordable contact and deal tracking with almost no setup required.
- 🎯 洞察力： Pairs CRM with project delivery, useful for agencies handing off signed deals.
- ⭐ フレッシュセールス CRM: Built-in phone and AI scoring at a friendlier price for outbound sales teams.
- 🏢 セールスフォース: Enterprise depth and customisation, but you’ll need an admin to run it.
- 📊 ゼンデスク: Support ticketing specialist with better routing than HubSpot’s Service Hub.
全リストについては、こちらをご覧ください。 HubSpotの代替案 ガイド。
⚔️ HubSpotとの比較
HubSpotが各競合他社と比べてどうなのか、以下に示します。
- HubSpot 対 GoHighLevel: GoHighLevel wins for agencies; HubSpot wins on reporting depth and data hygiene.
- HubSpotとPipedriveの比較: Pipedrive is cheaper for pure sales; HubSpot wins once marketing joins in.
- HubSpot vs Keap: Keap bundles payments; HubSpot scales further and has a real free tier.
- HubSpotとActiveCampaignの比較: ActiveCampaign has finer email logic; HubSpot has the stronger CRM underneath.
- HubSpotとClickFunnelsの比較: ClickFunnels builds better funnels; HubSpot keeps the customer record afterwards.
- HubSpot vs 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 vs ClickUp: ClickUp manages delivery better; HubSpot manages the pipeline and campaigns better.
- HubSpot vs 月曜日 CRM: Monday is friendlier visually; HubSpot has stronger email and analytics tools.
- HubSpotとCapsule CRMの比較: Capsule costs less monthly; HubSpot offers automation Capsule simply does not.
- HubSpotとInsightlyの比較: Insightly links deals to projects; HubSpot leads on marketing and content tools.
- HubSpot vs Freshsales CRM: 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とZendeskの比較: Zendesk handles support better; HubSpot connects support back to sales history.
今すぐHubSpotを使い始めましょう
あなたはHubSpotの主要な機能をすべて使いこなせるようになりました。
- ✅ マーケティングプラットフォーム
- ✅ コンテンツ構成
- ✅ Eコマース管理
- ✅ AIによる自動化
- ✅ レポートと分析
- ✅ 連絡先管理
次のステップ： どれか一つの機能を選んで、今すぐ試してみてください。
ほとんどの人はまず顧客管理から始めます。
5分もかかりません。
よくある質問
HubSpot CRMは無料ですか？
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.
HubSpotのデメリットは何ですか？
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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