Início rápido
Este guia abrange todos os recursos do HubSpot:
- Começando — Create your HubSpot account and basic setup
- Como usar uma plataforma de marketing — Run email campaigns, landing pages, and forms from one place
- Como usar o Content Arrangement — Plan, publish, and organise blog posts and web pages
- Como usar o gerenciamento de comércio eletrônico — Connect your store, track orders, and recover abandoned carts
- Como usar a automação de IA — Hand repetitive follow-ups and data entry to Breeze AI agents
- Como usar relatórios e análises — Build dashboards that track lead conversion and revenue
- Como usar o gerenciamento de contatos — Store every contact, company, and deal in one shared record
Tempo necessário: 5 minutos por filme
Neste guia também: Dicas profissionais | Erros comuns | Solução de problemas | Preços | Alternativas
Por que confiar neste guia?
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 do 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.
Primeiros passos com o HubSpot
Before any feature makes sense, finish this one-time setup.
Leva cerca de três minutos.
Here’s what the platform looks like in daily use:
Agora vamos analisar cada etapa.
Passo 1: Crie sua conta
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.
✓ Ponto de verificação: Verifique o seu caixa de entrada para o e-mail de confirmação.
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.
✓ Ponto de verificação: 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.
✅ Concluído: Your HubSpot account is tracking visitors and holding clean data.
Como usar a plataforma de marketing HubSpot
Plataforma de Marketing lets you run email, landing pages, and forms from one dashboard.
Veja como usá-lo passo a passo.
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.
Eis como isso se parece:
✓ Ponto de verificação: 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.
💡 Dica profissional: Send campaign emails Tuesday to Thursday morning. My open rates jump roughly eight percent.
How to Use HubSpot Content Arranger
Organização do conteúdo lets you plan, write, and publish blog posts and site pages.
Veja como usá-lo passo a passo.
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.
Eis como isso se parece:
✓ Ponto de verificação: 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.
💡 Dica profissional: Add a form to every blog post template. Bare posts convert far worse.
How to Use HubSpot E-Commerce Manager
Gestão de Comércio Eletrônico lets you connect your store and track orders inside the CRM.
Veja como usá-lo passo a passo.
Passo 1: Conecte sua loja
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.
Eis como isso se parece:
✓ Ponto de verificação: 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.
💡 Dica profissional: Exclude customers who bought in the last week from promo sends.
Como usar a automação de IA do HubSpot
IA Automação hands repetitive work to Breeze AI agents inside your account.
Veja como usá-lo passo a passo.
Step 1: Turn On Breeze
Open Settings, find Breeze AI, and switch on the agents you need.
Breeze handles lead enrichment, reunião 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.
Eis como isso se parece:
✓ Ponto de verificação: Scores update on contact records within minutes.
Step 3: Automate Follow-Ups and Tickets
Build sequences that send timed, personalised divulgação 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.
💡 Dica profissional: Review Breeze-enriched records monthly — guessed job titles need a human check.
Como usar os recursos de Relatórios e Análises do HubSpot
Relatórios Análises turns raw activity into dashboards your team actually reads.
Veja como usá-lo passo a passo.
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.
Eis como isso se parece:
✓ Ponto de verificação: 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.
💡 Dica profissional: Cap dashboards at six reports — anything longer stops getting opened.
How to Use HubSpot Contact Manager
Gestão de Contatos keeps every contact, company, and deal on one shared record.
Veja como usá-lo passo a passo.
Step 1: Create Custom Properties
Add properties for the data your negócios realmente precisa.
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.
Eis como isso se parece:
✓ Ponto de verificação: 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.
💡 Dica profissional: Add a meetings link to your email signature — bookings update the CRM imediatamente.
Dicas e Atalhos do HubSpot Pro
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.
Atalhos de teclado
| Ação | Atalho |
|---|---|
| Busca global | / |
| Criar novo registro | C |
| Log a call on a record | L |
| Save email template | Ctrl + S |
Características ocultas que a maioria das pessoas não percebe
- HubSpot Academy: 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.
Erros comuns a evitar no HubSpot
Mistake #1: Importing Messy Data
❌ Errado: Dumping an old spreadsheet straight into your HubSpot account.
✅ Direita: Clean duplicates and dead emails first, then import in batches.
Mistake #2: Building Workflows Too Cedo
❌ Errado: Automating before you know where buyers actually stall.
✅ Direita: Map the customer journey, find the bottleneck, then automate that step.
Mistake #3: Nobody Owns the Account
❌ Errado: Five people creating properties with five different naming styles.
✅ Direita: Name a HubSpot Champion to manage permissions and settle naming rules.
Solução de problemas do HubSpot
Problem: Tracking Shows No Visitors
Causa: The script sits in the wrong place or a cache is serving old pages.
Consertar: 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.
Consertar: 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.
Consertar: Run the duplicate manager weekly and set email as the unique identifier.
📌 Observação: If none of these fix your issue, contact HubSpot support.
O que é o 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.
Veja esta breve visão geral:
Inclui estas características principais:
- Plataforma de marketing: Run email campaigns, landing pages, and forms from one place.
- Organização do conteúdo: Plan, publish, and organise blog posts and web pages.
- Gestão de Comércio Eletrônico: Connect your store, track orders, and recover abandoned carts.
- Automação por IA: Hand repetitive follow-ups and data entry to Breeze AI agents.
- Relatórios e análises: Build dashboards that track lead conversion and revenue.
- Gestão de Contatos: Store every contact, company, and deal in one shared record.
Para uma análise completa, consulte nosso artigo. Análise do HubSpot.
Every tool above writes back to the same contact record.
Preços do HubSpot
Eis o custo do HubSpot em 2026:
| Plano | Preço | Ideal para |
|---|---|---|
| Ferramentas gratuitas | $ 0/mês | Solo founders testing the CRM |
| Centro de Marketing Inicial | US$ 15 por assento por mês | Small teams sending first campaigns |
| Plataforma Inicial para Clientes | US$ 15 por assento por mês | Teams wanting sales and marketing together |
| Profissional de Hub de Marketing | US$ 800 por assento por mês | Growing teams needing deep automation |
Teste grátis: Yes — the Free Tools tier never expires and needs no card.
Garantia de reembolso: No refunds on monthly plans, so start free and upgrade later.
💰 Melhor custo-benefício: Starter Customer Platform — sales and marketing tools for $15 per seat.
HubSpot vs. Alternativas
Como a HubSpot se compara? Veja o panorama competitivo:
Veja esta comparação:
| Ferramenta | Ideal para | Preço | Avaliação |
|---|---|---|---|
| HubSpot | CRM completo | US$ 15/mês | ⭐ 4 |
| GoHighLevel | Agências | US$ 97/mês | ⭐ 4,5 |
| Pipedrive | Canais de vendas | US$ 14/mês | ⭐ 4,5 |
| Keap | Pequena empresa automação | US$ 249/mês | ⭐ 4.1 |
| ActiveCampaign | Automação de e-mail | US$ 15/mês | ⭐ 4,5 |
| ClickFunnels | Funnels | US$ 97/mês | ⭐ 4,2 |
| Salesforce | Vendas corporativas | US$ 25/mês | ⭐ 4,4 |
| Zendesk | Sistema de tickets de suporte | US$ 19/mês | ⭐ 4,3 |
Escolhas rápidas:
- Melhor no geral: HubSpot — one database for marketing, sales, and support
- Melhor orçamento: Pipedrive — cheap seats if you only need a pipeline
- Ideal para iniciantes: HubSpot — free tier plus HubSpot Academy training
- Melhor opção para agências: GoHighLevel — client sub-accounts built in
🎯 Alternativas ao HubSpot
Procurando alternativas ao HubSpot? Aqui estão as melhores opções:
- 🚀 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.
- ⚡ Keap: Strong small-business automation with invoicing and payments bundled into the same plan.
- 🧠 ActiveCampaign: Deeper email automation logic at a lower price than Marketing Hub Professional.
- 🎨 ClickFunnels: Funnel-first construtor for anyone selling courses, coaching, or single-product offers.
- 👶 Povo: Lightweight contact CRM for small teams who find HubSpot’s settings overwhelming.
- 🔥 Imediatamente: E-mail frio at volume with inbox warm-up that HubSpot deliberately does not offer.
- 🔧 ClickUp: Project management first, CRM second — good if delivery matters more than marketing.
- 🌟 CRM de segunda-feira: Colourful boards and easy custom fields for teams already usando segunda-feira trabalhar.
- 💼 Cápsula CRM: Simple, affordable contact and deal tracking with almost no setup required.
- 🎯 Perspicaz: Pairs CRM with project delivery, useful for agencies handing off signed deals.
- ⭐ Freshsales CRM: Built-in phone and AI scoring at a friendlier price for outbound sales teams.
- 🏢 Salesforce: 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 a lista completa, consulte nosso Alternativas ao HubSpot guia.
⚔️ Comparação com o HubSpot
Veja como o HubSpot se compara a cada concorrente:
- HubSpot vs GoHighLevel: GoHighLevel wins for agencies; HubSpot wins on reporting depth and data hygiene.
- HubSpot vs Pipedrive: 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 vs ActiveCampaign: ActiveCampaign has finer email logic; HubSpot has the stronger CRM underneath.
- HubSpot vs ClickFunnels: 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 Segunda-feira CRM: Monday is friendlier visually; HubSpot has stronger email and analytics tools.
- HubSpot vs Capsule CRM: Capsule costs less monthly; HubSpot offers automation Capsule simply does not.
- HubSpot vs Insightly: 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 vs Zendesk: Zendesk handles support better; HubSpot connects support back to sales history.
Comece a usar o HubSpot agora mesmo
Você aprendeu a usar todos os principais recursos do HubSpot:
- ✅ Plataforma de Marketing
- ✅ Organização do Conteúdo
- ✅ Gestão de Comércio Eletrônico
- ✅ Automação com IA
- ✅ Relatórios e análises
- ✅ Gestão de Contatos
Próximo passo: Escolha uma funcionalidade e experimente agora mesmo.
A maioria das pessoas começa com a Gestão de Contatos.
Leva menos de cinco minutos.
Perguntas frequentes
O HubSpot CRM é 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.
Quais são as desvantagens do 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.
English 
Spanish 
Chinese 
German 
French 
Arabic 
Russian 
Portuguese 
Japanese 
Korean 
Italian 
Turkish 
Dutch 
Polish 
Indonesian 
Thai 
Vietnamese 