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How to Use HubSpot to Scale Your Small Business in 2026

執筆者 | Last updated Apr 6, 2026

Quick Start

This guide covers every HubSpot feature:

Time needed: 5 minutes per feature

Also in this guide: Pro Tips | Common Mistakes | トラブルシューティング | 価格 | 代替案

Why Trust This Guide

I’ve used HubSpot for over two years and tested every feature covered here.

This how to use HubSpot tutorial comes from real hands-on experience — not marketing fluff or vendor screenshots.

HubSpot Feature Image

HubSpot is one of the most powerful CRM and marketing platforms available today.

But most users only scratch the surface of what it can do.

This guide shows you how to use every major feature.

Step by step, with screenshots and pro tips.

HubSpot Tutorial

This complete HubSpot tutorial walks you through every feature step by step, from initial setup to advanced tips that will make you a power user.

ハブスポット

HubSpot is the all-in-one CRM platform that unifies your marketing, sales, and service teams. From contact management to AI-powered オートメーション, it helps growing businesses close more deals and delight customers — all in one place. Start free and scale as you grow.

Getting Started with HubSpot

Before using any feature, complete this one-time setup.

It takes about 3 minutes.

Watch this quick overview first:

Now let’s walk through each step.

Step 1: Create Your HubSpot Account

Go to HubSpot’s website at hubspot.com.

Click “Get started free” to sign up for a free HubSpot account.

Enter your email address and follow the prompts to complete registration.

You can sign up using Google or create a new HubSpot account with any email.

Checkpoint: チェックしてください 受信トレイ to confirm your email and activate your account.

Step 2: Access the HubSpot Dashboard

HubSpot is a web-based platform — no download required.

Log in at app.hubspot.com with your new credentials.

The left sidebar menu organizes your account’s tools and resources into categories.

In HubSpot, tools are grouped together based on how they support your 仕事 プロセス。

Here’s what the dashboard looks like:

Hubspotとは

Checkpoint: You should see the main HubSpot dashboard with the left navigation sidebar.

Step 3: Complete Initial Setup

Begin by importing existing contacts and companies from spreadsheets or other CRMs.

Establish naming conventions early for properties, lists, and workflows to maintain organization.

Define Lifecycle Stages to categorize contacts based on their journey — Subscriber, Lead, MQL, SQL, Opportunity, and Customer.

The menu items shown in your account depend on your user permissions and your HubSpot subscription.

Visit HubSpot Academy to access free training courses and get certified on the features you need most.

✅ Done: You’re ready to use any HubSpot feature below.

How to Use HubSpot Marketing Platform

Marketing Platform lets you run targeted email campaigns, capture leads, and track every interaction in one place.

Here’s how to use it step by step.

Watch Marketing Platform in action:

HubSpot Marketing Platform

Now let’s break down each step.

Step 1: Build Your First Email Campaign

Go to Marketing → Email in the left sidebar.

Click “Create email” and choose a template that fits your campaign goal.

Use the drag-and-drop editor to add your content, images, and call-to-action buttons.

Generate leads using the Landing Page ビルダー and Form Builder to capture visitor information directly into the CRM.

Step 2: Segment Your Audience and Schedule

Choose your recipient list from the contacts already stored in your HubSpot account.

Use workflows to send personalized marketing emails based on behavioral triggers like website visits or form submissions.

Here’s what the email scheduling view looks like:

Checkpoint: Your email is scheduled and your audience list is confirmed.

Step 3: Track Email Performance

After sending, navigate to Marketing → Email → All Emails.

Track email opens, clicks, and page views in HubSpot to understand prospect interest.

Use this data to refine future campaigns and increase meeting bookings.

✅ Result: You’ve launched your first targeted email campaign with full performance tracking.

💡 プロのヒント: Automate lead nurturing sequences and track email engagement in HubSpot to increase meeting bookings without any manual follow-up effort.

How to Use HubSpot Content Arrangement

Content Arrangement lets you organize, schedule, and publish content across channels without switching tools.

Here’s how to use it step by step.

Watch Content Arrangement in action:

HubSpot Content Arrangement

Now let’s break down each step.

Step 1: Plan Your Content Calendar

Go to Marketing → Planning and Strategy → Content Calendar.

Use the calendar view to map out your blog posts, social posts, and email sends for the month.

Assign content to team members and set due dates directly in the calendar.

Step 2: Create and Improve Content

Click “Create” to start a new blog post, landing page, or social post.

Use HubSpot’s built-in SEO recommendations to improve search rankings as you write.

Here’s what this looks like in the editor:

Checkpoint: Your content draft is saved with SEO recommendations visible in the right panel.

Step 3: Publish and Distribute

Click “Publish” or schedule the content for a later date and time.

HubSpot automatically distributes your content to connected social channels and email lists.

✅ Result: Your content is live and distributed across all your marketing channels from one dashboard.

💡 プロのヒント: Use the conversations inbox in HubSpot to manage emails and chats for marketing and sales teams from a single shared view — no more switching between tools.

How to Use HubSpot E-Commerce Management

E-Commerce Management lets you build a deal pipeline, track revenue, and manage your full sales process in HubSpot.

Here’s how to use it step by step.

Watch E-Commerce Management in action:

HubSpot E-Commerce Management

Now let’s break down each step.

Step 1: Define Your Sales Pipeline Stages

Go to CRM → Deals, then click “Pipelines” in the top right.

Define deal pipeline stages in HubSpot to match your actual sales process — such as Prospecting, Qualification, Demo, and Closed-Won.

Sales pipelines in HubSpot define deal stages like Appointment Scheduled, Qualified to Buy, Proposal Sent, and Closed Won or Closed Lost.

Step 2: Create and Move Deals

Click “Create deal” and fill in the deal name, amount, close date, and associated contact.

Drag deals across pipeline stages as they progress through your sales process.

Here’s what the pipeline board looks like:

Checkpoint: Your deal is visible on the Kanban board and assigned to the correct pipeline stage.

Step 3: Schedule Meetings and Log Activity

Schedule meetings in HubSpot to allow prospects to book time directly on a rep’s calendar, which automatically updates the CRM.

Log calls, emails, and notes directly on the deal record to keep your team aligned.

✅ Result: Your deal pipeline is fully set up and every prospect interaction is logged automatically.

💡 プロのヒント: Effectively using HubSpot for sales involves managing tasks through deal pipelines — set task reminders on each deal so nothing slips through the cracks.

How to Use HubSpot AI Automation

AI自動化 lets you handle repetitive tasks like lead scoring, follow-up emails, and ticket creation without any manual effort.

Here’s how to use it step by step.

Watch AI Automation in action:

HubSpot AI Automation

Now let’s break down each step.

Step 1: Build a Workflow

Go to Automation → Workflows and click “Create workflow.”

Choose a trigger — for example, “Contact submits a form” or “Deal stage changes.”

Map the customer journey to identify bottlenecks before building workflows in HubSpot.

Step 2: Add Actions and Enable Breeze AI

Click the “+” button to add workflow actions such as sending an email, updating a property, or creating a task.

Use AI agents like Breeze AI for automated lead enrichment, meeting transcriptions, and customer query resolutions in HubSpot.

Here’s what the workflow builder looks like:

Checkpoint: Your workflow is built with a trigger, at least one action, and Breeze AI enrichment enabled.

Step 3: Activate and Monitor

Toggle the workflow to “On” and let HubSpot run it automatically.

Use automation in HubSpot to handle repetitive tasks such as follow-up emails, lead scoring, and ticket creation.

Check the workflow’s performance tab to see enrollment numbers and action completion rates.

✅ Result: Your workflow is live and HubSpot is automating tasks around the clock without manual input.

💡 プロのヒント: Implement lead scoring in HubSpot to automatically prioritize high-value leads based on engagement — your sales team will spend less time on dead-end prospects.

How to Use HubSpot Reporting & Analytics

報告 &アナリティクス lets you monitor KPIs, measure campaign ROI, and make data-driven decisions from one dashboard.

Here’s how to use it step by step.

Watch Reporting & Analytics in action:

HubSpot Reporting & Analytics

Now let’s break down each step.

Step 1: Set Up Your Dashboard

Go to Reports → Dashboards and click “Create dashboard.”

Set up actionable dashboards to track KPIs such as lead conversion rates, email performance, and revenue.

Choose from HubSpot’s pre-built templates or start from scratch with custom widgets.

Step 2: Add Reports and Customize

Click “Add report” and choose from existing reports or build a custom one.

Monitor analytics in HubSpot using dashboards to track KPIs such as lead conversion rates, email performance, and revenue.

Here’s what a completed dashboard looks like:

Checkpoint: Your dashboard shows at least three live reports tracking your most important metrics.

Step 3: Share and Schedule Reports

Click “Share” on any dashboard to send it to teammates or export it as a PDF.

Set up a recurring email report so your team receives fresh data automatically each week.

✅ Result: Your team has a live analytics dashboard that tracks performance and sends weekly reports automatically.

💡 プロのヒント: Key steps in HubSpot include setting up tracking, segmenting audiences with properties, automating follow-ups, and monitoring performance through analytics — build your dashboard before you launch any campaign.

How to Use HubSpot Contact Management

連絡先管理 lets you import, segment, and track every contact across their full buyer journey in your CRM.

Here’s how to use it step by step.

Watch Contact Management in action:

How To Organize Customer Data In HubSpot CRM

Now let’s break down each step.

Step 1: Import Your Contacts

Go to CRM → Contacts and click “Import” in the top right corner.

監査 and clean data before importing into HubSpot to remove duplicates and outdated information.

Upload your CSV file and map each column to the correct HubSpot property.

Step 2: Create Custom Properties and Segments

Go to Settings → Properties to create custom properties in HubSpot for data specific to your business — such as lead source or industry.

Create lists to segment your contacts by lifecycle stage, industry, or any custom property.

Here’s what the properties and lists view looks like:

Checkpoint: Your contacts are imported, properties are mapped, and at least one active list is created.

Step 3: Use Data Sync to Connect Your Tools

Go to Settings → Integrations → Data Sync.

Use HubSpot’s Data Sync to integrate tools like Google Contacts or メールチンプ and keep your contact data current across all platforms.

Use HubSpot Operations Hub to sync data bi-directionally across different apps, eliminating manual entry.

✅ Result: Your contacts are segmented, synced across tools, and ready for targeted outreach.

💡 プロのヒント: Define custom properties in HubSpot to store relevant data points like industry or job title — this makes segmentation and personalization dramatically more powerful.

HubSpot Pro Tips and Shortcuts

After testing HubSpot for over two years, here are my best tips.

キーボードショートカット

ActionShortcut
Open global search/
Create a new contactCtrl + Shift + C (Windows) / Cmd + Shift + C (マック)
Create a new dealCtrl + Shift + D (Windows) / Cmd + Shift + D (Mac)
Navigate to ContactsG then C
Navigate to DealsG then D
Open task queueG then T

Hidden Features Most People Miss

  • HubSpot Academy Certifications: HubSpot Academy offers various certification courses to help you master features for free — start with the HubSpot Marketing Software Certification or the Inbound Marketing Certification to build a strong foundation fast.
  • HubSpot Champion Role: Designate a HubSpot Champion in your organization to drive adoption, manage permissions, and provide technical guidance — this single role change can double team productivity.
  • Sequences for Sales Outreach: Use HubSpot to automate repetitive sales outreach with personalized, timed email sequences — most sales reps never discover this feature and waste hours on manual follow-ups.
  • Data Hub Bi-Directional Sync: Use HubSpot Operations Hub (now Data Hub) to sync data bi-directionally across different apps, eliminating manual entry across your entire tech stack.

HubSpot Common Mistakes to Avoid

Mistake #1: Skipping Data Cleanup Before Import

❌ Wrong: Importing your entire old CRM database into HubSpot without checking for duplicates or outdated contacts first.

✅ Right: Audit and clean data before importing into HubSpot to remove duplicates and outdated information — a clean CRM produces far more accurate reports and automation results.

Mistake #2: Building Workflows Without Mapping the Journey First

❌ Wrong: Jumping straight into the Workflow builder without planning your trigger logic, exit criteria, or the customer journey stages.

✅ Right: Map the customer journey to identify bottlenecks before building workflows in HubSpot — this ensures your automation actually matches how prospects move through your funnel.

Mistake #3: Ignoring Lifecycle Stages and Lead Scoring

❌ Wrong: Treating every contact the same regardless of where they are in the buying process, which causes your sales team to waste time on unqualified leads.

✅ Right: Define Lifecycle Stages in HubSpot to categorize contacts based on their journey — Subscriber, Lead, MQL, SQL, Opportunity, Customer — and implement lead scoring to automatically prioritize high-value leads based on engagement.

HubSpot Troubleshooting

Problem: Workflow is not enrolling contacts

Cause: The enrollment trigger criteria don’t match any existing contacts, or re-enrollment is not enabled for contacts who have already been through the workflow.

修理: Go to the workflow settings and check the enrollment trigger. Use the “Test” feature to simulate a contact and verify the trigger fires correctly. Enable re-enrollment if you want existing contacts to go through again.

Problem: Imported contacts are showing as duplicates

Cause: Contacts were imported without deduplication, or the same email address exists in multiple rows of your CSV file.

修理: Go to CRM → Contacts and use the “Manage Duplicates” tool under Actions. HubSpot will surface potential duplicates you can merge in one click.

Problem: Emails are landing in spam instead of the inbox

Cause: Your sending domain is not authenticated, or you’re sending to unengaged contacts who haven’t opened emails in months.

修理: Go to Settings → Domains & URLs and verify your DKIM and SPF records are properly configured. Segment out unengaged contacts before sending large campaigns to protect your sender reputation.

Problem: Dashboard reports are showing no data

Cause: The date range filter is set incorrectly, or the HubSpot tracking code is not installed on your website yet.

修理: Check the date range selector on your dashboard and expand it to “All time” for a first check. Then go to Settings → Tracking & Analytics to confirm your tracking code is installed and firing correctly.

📌 注記: If none of these fix your issue, contact HubSpot support or visit the HubSpot Community forum for peer-driven answers.

HubSpotとは何ですか?

ハブスポット is an all-in-one CRM platform that unifies marketing, sales, customer service, and content management for growing businesses.

Think of it like a control center where every customer interaction — from first click to closed deal — lives in one connected system.

Watch this quick overview:

It includes these key features:

  • Marketing Platform: Run email campaigns, manage ads, build landing pages, and capture leads directly into the CRM.
  • Content Arrangement: Plan, create, and distribute blog posts, social content, and emails from one unified calendar.
  • E-Commerce Management: Build and manage your entire sales pipeline with deal stages, task reminders, and revenue tracking.
  • AI Automation: Use Breeze AI for automated lead enrichment, meeting transcriptions, and workflow automation without coding.
  • レポートと分析: Monitor KPIs and measure campaign performance with custom dashboards and scheduled reports.
  • 連絡先管理: Import, segment, and track every contact through their full buyer journey with lifecycle stage tracking.

For a full review, see our HubSpot review.

Personal experience with Hubspot

HubSpotの価格

Here’s what HubSpot costs in 2026:

プラン価格最適な用途
無料ツール月額0ドルSolo users and startups testing the platform
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 needing professional email and basic automation
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Growing teams wanting all Hubs bundled in one subscription
Marketing Hub Professional$800/seat/monthMarketing teams running full campaign automation and advanced analytics

無料トライアル: Yes — HubSpot offers a fully functional free plan with no credit card required and no time limit.

返金保証: Not standard, but monthly billing is available on Starter plans — cancel anytime without long-term commitment.

HubSpotの価格

💰 Best Value: Starter Customer Platform at $15/seat/month — it bundles Marketing, Sales, Service, Content, Data Hub, and Commerce Hub Starter into one affordable subscription, making it the smartest entry point for growing teams.

HubSpot vs Alternatives

How does HubSpot compare? Here’s the competitive landscape:

Watch this comparison:

4 Best and Professional HubSpot Alternatives for your Business
道具最適な用途価格Rating
ハブスポットAll-in-one CRM + marketing + salesFree–$800+/mo⭐ 4.0
ゴーハイレベルAgencies and white-label automation$97/mo⭐ 4.4
パイプドライブSales-focused CRM with visual pipelines$14/mo⭐ 4.2
キープ中小企業 CRM and automation$249/mo⭐ 4.1
アクティブキャンペーンAdvanced email automation and CRM$15/mo⭐ 4.5
クリックファネルSales funnel building and landing pages$97/mo⭐ 4.1
フォークLightweight CRM for small teams月額20ドル⭐ 4.5
即座にコールドメール outreach at scale$37/mo⭐ 4.7
クリックアップProject management with CRM featuresFree–$12/mo⭐ 4.7
月曜日のCRMVisual CRM and project tracking月額12ドル⭐ 4.6
カプセルCRMSimple CRM for small businesses月額18ドル⭐ 4.5
洞察力のあるCRM with built-in project management月額29ドル⭐ 4.2
フレッシュセールス CRMAI-powered sales CRMFree–$69/mo⭐ 4.5
セールスフォースEnterprise CRM with deep customization$25/mo⭐ 4.3
ゼンデスクCustomer service and support ticketing月額19ドル⭐ 4.3

Quick picks:

  • Best overall: HubSpot — the only platform that truly unifies CRM, marketing, sales, and service in one place with a generous free tier.
  • Best budget: Pipedrive — affordable sales-focused CRM starting at $14/month with clean visual pipelines.
  • Best for beginners: Folk — lightweight and easy to learn with a modern interface perfect for small teams.
  • Best for agencies: GoHighLevel — white-label CRM and automation platform built specifically for marketing agencies.

🎯 HubSpot Alternatives

Looking for HubSpot alternatives? Here are the top options:

  • 🏢 ゴーハイレベル: The top choice for digital marketing agencies — includes white-label CRM, funnels, email, SMS, and client reporting all under your own brand.
  • 💰 パイプドライブ: A sales-first CRM with highly visual deal pipelines, ideal for small sales teams who want simplicity without the HubSpot price tag.
  • 🔧 キープ: Combines CRM, email marketing, and automation for small businesses — great if you want a simpler all-in-one without HubSpot’s complexity.
  • 🧠 アクティブキャンペーン: Best-in-class email automation with CRM capabilities — a powerful option for teams focused heavily on email marketing and behavioral triggers.
  • 🚀 クリックファネル: Purpose-built for building sales funnels and landing pages — a strong pick for businesses focused on driving online sales conversions fast.
  • 👶 フォーク: A lightweight, modern CRM designed for small teams and フリーランサー who need clean contact management without a steep learning curve.
  • 即座に: Specialized cold email outreach platform built for scale — ideal for lead generation teams sending thousands of personalized cold emails per day.
  • 🎯 クリックアップ: Flexible project management tool with CRM features — works well for teams that want task management and contact tracking in one workspace.
  • 📊 月曜日のCRM: A visual, board-based CRM that’s highly customizable — great for teams already using Monday.com for project management.
  • カプセルCRM: Simple and affordable CRM for small businesses — provides contact management, pipeline tracking, and email integration without overwhelming features.
  • 💼 洞察力: A CRM with built-in project management — ideal for teams that need to manage both customer relationships and project delivery from one platform.
  • 🌟 フレッシュセールス CRM: AI-powered sales CRM with a free plan — a strong HubSpot alternative for teams who want Freddy AI scoring without a large budget.
  • 🔥 セールスフォース: The enterprise CRM standard — deeper customization and integrations than HubSpot, but requires more technical expertise and budget to manage effectively.
  • 🔒 ゼンデスク: Best-in-class customer service and support ticketing — the right choice if customer support is your primary use case rather than marketing or sales.

For the full list, see our HubSpot alternatives guide.

⚔️ HubSpot Compared

Here’s how HubSpot stacks up against each competitor:

  • HubSpot 対 GoHighLevel: HubSpot wins for in-house marketing teams; GoHighLevel wins for agencies that need white-label client portals and reseller billing.
  • HubSpotとPipedriveの比較: HubSpot wins for full marketing-sales integration; Pipedrive wins for budget-conscious sales teams who only need a clean CRM pipeline.
  • HubSpot vs Keap: HubSpot wins for scalability and feature depth; Keap wins for small businesses that want simpler automation without a big learning curve.
  • HubSpotとActiveCampaignの比較: HubSpot wins for all-in-one CRM coverage; ActiveCampaign wins for pure email marketing automation with more advanced branching logic at a lower price.
  • HubSpotとClickFunnelsの比較: HubSpot wins for full CRM and contact management; ClickFunnels wins for businesses focused solely on building high-converting sales funnels.
  • HubSpot vs Folk: HubSpot wins for enterprise-scale features and automation; Folk wins for freelancers and tiny teams who want a fast, no-friction CRM to get running in minutes.
  • HubSpot vs Instantly: HubSpot wins for full CRM and marketing automation; Instantly wins for outbound sales teams laser-focused on sending cold emails at volume.
  • HubSpot vs ClickUp: HubSpot wins for dedicated CRM and marketing features; ClickUp wins for teams that prioritize project management first and need basic CRM as a bonus.
  • HubSpot vs Monday CRM: HubSpot wins for marketing automation depth; Monday CRM wins for teams that prefer a visual board-based interface for managing sales activities.
  • HubSpotとCapsule CRMの比較: HubSpot wins for feature breadth and free tier; Capsule CRM wins for very small businesses that need a no-fuss contact and pipeline manager.
  • HubSpotとInsightlyの比較: HubSpot wins for marketing tools and integrations; Insightly wins for teams that need native project management linked directly to customer records.
  • HubSpotとFreshsales CRMの比較: HubSpot wins for platform depth and content tools; Freshsales wins for teams that want AI-powered lead scoring and a cleaner interface at a lower cost.
  • HubSpot vs Salesforce: HubSpot wins for ease of use and faster deployment; Salesforce wins for large enterprises that need deep customization and complex workflow logic.
  • HubSpotとZendeskの比較: HubSpot wins for full CRM and marketing integration; Zendesk wins for businesses where customer support and ticketing is the core focus.

Start Using HubSpot Now

You learned how to use every major HubSpot feature:

  • ✅ Marketing Platform
  • ✅ Content Arrangement
  • ✅ E-Commerce Management
  • ✅ AI Automation
  • ✅ Reporting & Analytics
  • ✅ Contact Management

Next step: Pick one feature and try it now.

Most people start with Contact Management — import your contacts and you’ll see HubSpot’s value immediately.

It takes less than 5 minutes.

よくある質問

How do I set up my first HubSpot CRM account?

Go to hubspot.com and click “Get started free” to sign up for a free HubSpot account — no credit card required. Enter your email, verify your inbox, and follow the onboarding wizard to connect your email, import contacts, and set up your first pipeline. Best practices for getting started with HubSpot include importing existing CRM data and defining custom lifecycle stages from day one. The whole initial setup takes about 15–30 minutes.

What is the easiest way to import contacts into HubSpot?

The easiest way is to go to CRM → Contacts → Import and upload a CSV file with your contact data. Audit and clean data before importing into HubSpot to remove duplicates and outdated information — this prevents messy CRM data from the start. HubSpot’s import wizard lets you map each CSV column to the correct contact property, including custom properties you’ve already created. For ongoing syncing, use HubSpot’s Data Sync to integrate tools like Google Contacts or Mailchimp automatically.

How to use HubSpot for email marketing automation?

Go to Automation → Workflows and create a new workflow triggered by a form submission, contact property change, or website visit. Add email send actions, delays, and branching logic to build a full nurture sequence. Use workflows to send personalized marketing emails based on behavioral triggers like website visits or form submissions. Track email opens, clicks, and page views in HubSpot to understand prospect interest and refine your sequences over time.

What are the steps to connect my email to HubSpot?

Go to Settings → General → Email Integrations and click “Connect personal email.” HubSpot supports Gmail, Outlook, and Office 365 connections. Once connected, emails you send and receive with contacts are automatically logged on their CRM record. This means every conversation, reply, and open is tracked without any manual logging — your CRM data stays current automatically.

How do I create a custom sales pipeline in HubSpot?

Go to CRM → Deals, click “Pipelines” in the top navigation, and select “Create pipeline.” Define deal pipeline stages in HubSpot to match your actual sales process — such as Prospecting, Qualification, Demo, and Closed-Won. Sales pipelines in HubSpot also include default stages like Appointment Scheduled, Qualified to Buy, Proposal Sent, and Closed Won or Closed Lost. You can add, rename, and reorder stages at any time to match how your team actually sells.

How to use HubSpot Breeze AI to automate tasks?

HubSpot Breeze AI is available across multiple hubs — access it via the AI icon or “Breeze” button within contacts, deals, workflows, and content tools. Use AI agents like Breeze AI for automated lead enrichment, meeting transcriptions, and customer query resolutions in HubSpot. For workflows, add Breeze AI enrichment as an action to automatically fill in missing contact data like job title and company size. This saves hours of manual research and keeps your CRM data accurate without human effort.

Can I use HubSpot as a project management tool?

HubSpot is not a dedicated project management tool, but you can use Tasks, Deals pipelines, and custom properties to manage basic project workflows. For teams that need true project management, ClickUp or Monday CRM are better alternatives that integrate well with HubSpot. HubSpot works best when used for what it was built for — managing customer relationships, marketing campaigns, and sales pipelines. Many teams use HubSpot alongside ClickUp, treating each tool for its core strength.

How do I set up lead scoring in HubSpot CRM?

Go to CRM → Properties and search for “HubSpot Score” — this is HubSpot’s built-in lead scoring property. Click “Edit” to define positive and negative scoring criteria based on contact behaviors like email opens, page views, form submissions, and job title. Implement lead scoring in HubSpot to automatically prioritize high-value leads based on engagement so your sales team focuses on the contacts most likely to convert. Set a threshold score and use a workflow to automatically notify a sales rep or change a lifecycle stage when a lead hits that score.

How to use HubSpot to track my website visitors?

Install the HubSpot tracking code on your website by going to Settings → Tracking & Analytics → Tracking Code and copying the JavaScript snippet into your site’s head section. Once installed, HubSpot tracks every page view, form submission, and CTA click and ties that activity back to known contacts in your CRM. Track email opens, clicks, and page views in HubSpot to understand prospect interest and see which pages each contact has visited. For anonymous visitors, HubSpot shows aggregate traffic data in the Traffic Analytics dashboard under Reports.

What is the difference between a Deal and a Lead in HubSpot?

A Lead in HubSpot is a contact or company that has shown interest but has not yet entered a formal sales process — they exist as a contact record in the CRM with a Lifecycle Stage of “Lead” or “MQL.” A Deal is a specific sales opportunity tied to a contact or company with a monetary value, a pipeline stage, and a close date — it represents an active revenue opportunity your team is working on. Define Lifecycle Stages in HubSpot to categorize contacts based on their journey from Subscriber through to Customer. When a lead becomes a real opportunity, create a Deal and attach it to their contact record to track it through your pipeline.

How do I build a landing page using HubSpot?

Go to Marketing → Landing Pages and click “Create landing page.” Choose a template from HubSpot’s library or start with a blank canvas and use the drag-and-drop editor to add sections, images, and forms. Generate leads using the Landing Page Builder and Form Builder in HubSpot to capture visitor information directly into the CRM — every form submission automatically creates or updates a contact record. Publish the page on a HubSpot subdomain or connect your own custom domain for a professional branded URL.

How to use HubSpot for ソーシャルメディア management?

Go to Marketing → Social in the left sidebar and connect your Facebook, Instagram, リンクトイン, and X (Twitter) accounts. Use the social publishing tool to schedule posts, monitor mentions, and track engagement across all connected channels from one dashboard. Use the conversations inbox in HubSpot to manage social comments and messages alongside your email and chat conversations. Monitor analytics in HubSpot to see which social posts are driving the most website traffic and contact conversions.

How do I generate custom reports in HubSpot?

Go to Reports → Reports Library and click “Create report” to start from scratch or choose a template. Select the data source — contacts, deals, companies, activities, or marketing email — and add filters to narrow your results. Set up actionable dashboards to track KPIs such as lead conversion rates, email performance, and revenue by adding your custom report to a dashboard. You can schedule any report to be emailed to your team on a daily, weekly, or monthly basis automatically.

What are HubSpot Sequences and how do I use them?

HubSpot Sequences are a series of timed, personalized email templates and task reminders sent to individual contacts — typically used by sales reps for outbound prospecting and follow-up. To use them, go to CRM → Sequences (or Sales → Sequences), click “Create sequence,” and add email steps and delays. Use HubSpot to automate repetitive sales outreach with personalized, timed email sequences — the sequence pauses automatically when a contact replies so you never send a follow-up to someone who already responded. Sequences require a Sales Hub Starter plan or above and must be sent from a connected personal inbox.

How to use HubSpot mobile app for sales on the go?

Download the HubSpot mobile app from the App Store or Google Play and log in with your existing HubSpot account credentials. The app gives you access to your contacts, deals, tasks, and activity feed so you can log calls, send emails, and update deal stages directly from your phone. Schedule meetings in HubSpot using the mobile app so prospects can book time on your calendar without any back-and-forth. Turn on push notifications for deal updates and contact activity so you never miss a timely follow-up opportunity.

Fahim Joharder, Founder

Fahim Joharder, Founder

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