快速入门
本指南涵盖 HubSpot 的所有功能：
- 入门 — Create your HubSpot account and basic setup
- 如何使用营销平台 — Run email campaigns, landing pages, and forms from one place
- 如何使用内容编排 — Plan, publish, and organise blog posts and web pages
- 如何使用电子商务管理 — Connect your store, track orders, and recover abandoned carts
- 如何使用人工智能自动化 — Hand repetitive follow-ups and data entry to Breeze AI agents
- 如何使用报告和分析 — Build dashboards that track lead conversion and revenue
- 如何使用联系人管理 — Store every contact, company, and deal in one shared record
所需时间： 每部影片 5 分钟
本指南还包含以下内容： 专业提示 | 常见错误 | 故障排除 | 定价 | 替代方案
为什么信任本指南
I’ve run HubSpot for three years across two client accounts and tested every feature here.
HubSpot is the 客户关系管理 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教程
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 客户关系管理. HubSpot’s free tools cost nothing and scale as your team grows. Start free — no credit card needed.
HubSpot入门指南
Before any feature makes sense, finish this one-time setup.
大约需要三分钟。
Here’s what the platform looks like in daily use:
现在让我们一步一步来。
第一步：创建您的帐户
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.
✓ 检查点： 检查你的 收件箱 用于确认邮件。
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.
✓ 检查点： 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.
✅ 完成： Your HubSpot account is tracking visitors and holding clean data.
如何使用 HubSpot 营销平台
营销平台 lets you run email, landing pages, and forms from one dashboard.
以下是使用步骤。
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.
这就是它的样子：
✓ 检查点： 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.
✅ 结果： Your landing page captures leads and emails them without manual work.
💡 专业提示： Send campaign emails Tuesday to Thursday morning. My open rates jump roughly eight percent.
How to Use HubSpot Content Arranger
内容安排 lets you plan, write, and publish blog posts and site pages.
以下是使用步骤。
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.
这就是它的样子：
✓ 检查点： The SEO panel shows no red warnings.
Step 3: Schedule and Track
Pick a publish date, then watch views and conversions per post.
✅ 结果： Your blog publishes on schedule with SEO fields filled in properly.
💡 专业提示： Add a form to every blog post template. Bare posts convert far worse.
How to Use HubSpot E-Commerce Manager
电子商务管理 lets you connect your store and track orders inside the CRM.
以下是使用步骤。
步骤 1：连接您的店铺
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.
这就是它的样子：
✓ 检查点： Test orders appear on the contact record.
Step 3: Segment by Purchase History
Build lists for repeat buyers, lapsed customers, and high-value orders.
✅ 结果： Carts get recovered automatically and buyers land in the right segment.
💡 专业提示： Exclude customers who bought in the last week from promo sends.
如何使用 HubSpot AI 自动化
人工智能 自动化 hands repetitive work to Breeze AI agents inside your account.
以下是使用步骤。
Step 1: Turn On Breeze
Open Settings, find Breeze AI, and switch on the agents you need.
Breeze handles lead enrichment, 会议 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.
这就是它的样子：
✓ 检查点： Scores update on contact records within minutes.
Step 3: Automate Follow-Ups and Tickets
Build sequences that send timed, personalised 外联 without daily effort.
Add rules that create support tickets from inbound chat messages.
✅ 结果： Repetitive follow-ups, scoring, and ticket creation now run without you.
💡 专业提示： Review Breeze-enriched records monthly — guessed job titles need a human check.
如何使用 HubSpot 报告和分析
报告 分析 turns raw activity into dashboards your team actually reads.
以下是使用步骤。
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.
这就是它的样子：
✓ 检查点： Each report loads with real data, not zeros.
Step 3: Schedule Email Delivery
Send the dashboard to your team every Monday morning automatically.
✅ 结果： Your team sees the same numbers weekly without asking for them.
💡 专业提示： Cap dashboards at six reports — anything longer stops getting opened.
How to Use HubSpot Contact Manager
联系管理 keeps every contact, company, and deal on one shared record.
以下是使用步骤。
Step 1: Create Custom Properties
Add properties for the data your 商业 实际上需要。
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.
这就是它的样子：
✓ 检查点： 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.
✅ 结果： Every rep sees the same contact history and the same deal stage.
💡 专业提示： Add a meetings link to your email signature — bookings update the CRM 即刻.
HubSpot 专业技巧和快捷方式
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.
键盘快捷键
| 行动 | 捷径 |
|---|---|
| 全球搜索 | / |
| 创建新记录 | C |
| Log a call on a record | L |
| Save email template | Ctrl + S |
大多数人错过的隐藏功能
- HubSpot学院： 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常见错误及避免方法
Mistake #1: Importing Messy Data
❌ 错误： Dumping an old spreadsheet straight into your HubSpot account.
✅ 右图： Clean duplicates and dead emails first, then import in batches.
Mistake #2: Building Workflows Too 早期的
❌ 错误： Automating before you know where buyers actually stall.
✅ 右图： Map the customer journey, find the bottleneck, then automate that step.
Mistake #3: Nobody Owns the Account
❌ 错误： Five people creating properties with five different naming styles.
✅ 右图： Name a HubSpot Champion to manage permissions and settle naming rules.
HubSpot故障排除
Problem: Tracking Shows No Visitors
原因： The script sits in the wrong place or a cache is serving old pages.
使固定： 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.
使固定： 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.
使固定： Run the duplicate manager weekly and set email as the unique identifier.
📌 笔记： If none of these fix your issue, contact HubSpot support.
HubSpot是什么？
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.
观看这段快速概览：
它包含以下主要特点：
- 营销平台： Run email campaigns, landing pages, and forms from one place.
- 内容安排： Plan, publish, and organise blog posts and web pages.
- 电子商务管理： Connect your store, track orders, and recover abandoned carts.
- 人工智能自动化： Hand repetitive follow-ups and data entry to Breeze AI agents.
- 报告与分析： Build dashboards that track lead conversion and revenue.
- 联系人管理： Store every contact, company, and deal in one shared record.
如需完整评测，请参阅我们的 HubSpot 评测.
Every tool above writes back to the same contact record.
HubSpot定价
以下是 HubSpot 在 2026 年的成本：
| 计划 | 价格 | 最适合 |
|---|---|---|
| 免费工具 | 每月 0 美元 | Solo founders testing the CRM |
| 营销中心入门 | 每席每月 15 美元 | Small teams sending first campaigns |
| 入门级客户平台 | 每席每月 15 美元 | Teams wanting sales and marketing together |
| 营销中心专业人士 | 每席每月 800 美元 | Growing teams needing deep automation |
免费试用： Yes — the Free Tools tier never expires and needs no card.
退款保证： No refunds on monthly plans, so start free and upgrade later.
💰 性价比最高： Starter Customer Platform — sales and marketing tools for $15 per seat.
HubSpot 与其他替代方案的比较
HubSpot 与其他公司相比如何？以下是竞争格局：
观看这段对比视频：
| 工具 | 最适合 | 价格 | 等级 |
|---|---|---|---|
| HubSpot | 一体化客户关系管理系统 | 每月15美元 | ⭐ 4 |
| GoHighLevel | 机构 | 每月97美元 | ⭐ 4.5 |
| 管道驱动 | 销售渠道 | 每月14美元 | ⭐ 4.5 |
| 基普 | 小型企业 自动化 | 每月 249 美元 | ⭐ 4.1 |
| ActiveCampaign | 电子邮件自动化 | 每月15美元 | ⭐ 4.5 |
| ClickFunnels | Funnels | 每月97美元 | ⭐ 4.2 |
| Salesforce | 企业销售 | 每月 25 美元 | ⭐ 4.4 |
| Zendesk | 支持工单 | 每月 19 美元 | ⭐ 4.3 |
快速精选：
- 综合最佳： HubSpot — one database for marketing, sales, and support
- 最佳预算： Pipedrive — cheap seats if you only need a pipeline
- 最适合初学者： HubSpot — free tier plus HubSpot Academy training
- 最适合代理机构： GoHighLevel — client sub-accounts built in
🎯 HubSpot替代方案
正在寻找 HubSpot 的替代方案？以下是一些最佳选择：
- 🚀 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 建筑商 for anyone selling courses, coaching, or single-product offers.
- 👶 民间: Lightweight contact CRM for small teams who find HubSpot’s settings overwhelming.
- 🔥 即刻： 冷邮件 at volume with inbox warm-up that HubSpot deliberately does not offer.
- 🔧 点击上: Project management first, CRM second — good if delivery matters more than marketing.
- 🌟 星期一客户关系管理： Colourful boards and easy custom fields for teams already 星期一 工作。
- 💼 胶囊 客户关系管理： Simple, affordable contact and deal tracking with almost no setup required.
- 🎯 洞察： 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.
完整列表请参见我们的 HubSpot的替代方案 指导。
⚔️ HubSpot 对比
以下是 HubSpot 与各竞争对手的对比情况：
- HubSpot 与 GoHighLevel 的对比: GoHighLevel wins for agencies; HubSpot wins on reporting depth and data hygiene.
- HubSpot 与 Pipedrive 的比较: Pipedrive is cheaper for pure sales; HubSpot wins once marketing joins in.
- HubSpot 与 Keap: Keap bundles payments; HubSpot scales further and has a real free tier.
- HubSpot 与 ActiveCampaign: ActiveCampaign has finer email logic; HubSpot has the stronger CRM underneath.
- HubSpot 与 ClickFunnels 的比较: 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 与 Instantly 的比较: Instantly wins on cold outreach; HubSpot wins on nurturing warm inbound leads.
- HubSpot 与 ClickUp 的比较: ClickUp manages delivery better; HubSpot manages the pipeline and campaigns better.
- HubSpot vs 星期一 客户关系管理： Monday is friendlier visually; HubSpot has stronger email and analytics tools.
- HubSpot 与 Capsule CRM 的比较: Capsule costs less monthly; HubSpot offers automation Capsule simply does not.
- HubSpot 与 Insightly 的比较: Insightly links deals to projects; HubSpot leads on marketing and content tools.
- HubSpot 与 Freshsales 的比较 客户关系管理： Freshsales bundles calling cheaply; HubSpot wins on content and landing pages.
- HubSpot 与 Salesforce: Salesforce customises deeper; HubSpot is faster to set up without an admin.
- HubSpot 与 Zendesk 对比: Zendesk handles support better; HubSpot connects support back to sales history.
立即开始使用 HubSpot
你已经学会了如何使用 HubSpot 的所有主要功能：
- ✅ 营销平台
- ✅ 内容安排
- ✅ 电子商务管理
- ✅ 人工智能自动化
- ✅ 报告与分析
- ✅ 联系人管理
下一步： 选择一项功能，立即试用。
大多数人都是从联系人管理开始的。
只需不到五分钟。
常见问题解答
HubSpot CRM是免费的吗？
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有哪些缺点？
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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