快速入门

This guide covers every HubSpot feature:
- 入门 — Create your HubSpot account and complete initial setup
- 如何使用营销平台 — 开展精准营销活动并大规模获取潜在客户
- 如何使用内容编排 — 组织并发布能够吸引流量的内容
- 如何使用电子商务管理 — Track deals and manage your sales pipeline end to end
- 如何使用人工智能自动化 — 使用 Breeze AI 自动执行重复性任务
- 如何使用报告和分析 — Monitor KPIs and measure campaign performance
- 如何使用联系人管理 — Import, segment, and track every contact in your CRM
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
我使用 HubSpot 已经两年多了,并且测试过这里提到的所有功能。
This how to use HubSpot tutorial comes from real hands-on experience — not marketing fluff or vendor screenshots.

HubSpot是最强大的公司之一。 客户关系管理 and marketing platforms available today.
但大多数用户仅仅触及了它功能的冰山一角。
本指南将向您展示如何使用所有主要功能。
一步一步教你,附带截图和专业技巧。
HubSpot教程
本 HubSpot 完整教程将一步一步地引导您了解每个功能,从初始设置到高级技巧,让您成为高级用户。
HubSpot入门指南
使用任何功能之前,请先完成此一次性设置。
大约需要3分钟。
请先观看这段简短的概述:
现在让我们一步一步来。
步骤 1:创建您的 HubSpot 帐户
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.
✓ 检查点: 检查你的 收件箱 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 商业 过程。
这就是仪表盘的样子:

✓ 检查点: You should see the main HubSpot dashboard with the left navigation sidebar.
步骤 3:完成初始设置
Begin by importing existing contacts and companies from spreadsheets or other CRMs.
建立命名规则 早期的 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.
✅ 完成: You’re ready to use any HubSpot feature below.
如何使用 HubSpot 营销平台
营销平台 lets you run targeted email campaigns, capture leads, and track every interaction in one place.
以下是使用步骤。
观看营销平台实际运行演示:

现在让我们逐一分析每个步骤。
Step 1: Build Your First Email Campaign
转到左侧边栏中的“营销”→“电子邮件”。
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 建造者 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:
✓ 检查点: Your email is scheduled and your audience list is confirmed.
步骤 3:跟踪电子邮件效果
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.
✅ 结果: You’ve launched your first targeted email campaign with full performance tracking.
💡 专业提示: Automate lead nurturing sequences and track email engagement in HubSpot to increase meeting bookings without any manual follow-up effort.
如何使用 HubSpot 内容安排
内容安排 lets you organize, schedule, and publish content across channels without switching tools.
以下是使用步骤。
观看内容安排的实际操作:

现在让我们逐一分析每个步骤。
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:
✓ 检查点: 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.
✅ 结果: Your content is live and distributed across all your marketing channels from one dashboard.
💡 专业提示: 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.
如何使用 HubSpot 电子商务管理
电子商务管理 lets you build a deal pipeline, track revenue, and manage your full sales process in HubSpot.
以下是使用步骤。
观看电子商务管理实际操作演示:

现在让我们逐一分析每个步骤。
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.
步骤二:创建和推进交易
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:
✓ 检查点: 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.
✅ 结果: Your deal pipeline is fully set up and every prospect interaction is logged automatically.
💡 专业提示: Effectively using HubSpot for sales involves managing tasks through deal pipelines — set task reminders on each deal so nothing slips through the cracks.
如何使用 HubSpot AI 自动化
人工智能自动化 lets you handle repetitive tasks like lead scoring, follow-up emails, and ticket creation without any manual effort.
以下是使用步骤。
Watch AI Automation in action:

现在让我们逐一分析每个步骤。
Step 1: Build a Workflow
转到“自动化”→“工作流”,然后单击“创建工作流”。
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:
✓ 检查点: Your workflow is built with a trigger, at least one action, and Breeze AI enrichment enabled.
步骤 3:激活和监控
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.
✅ 结果: Your workflow is live and HubSpot is automating tasks around the clock without manual input.
💡 专业提示: 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.
如何使用 HubSpot 报告和分析
报告 分析 lets you monitor KPIs, measure campaign ROI, and make data-driven decisions from one dashboard.
以下是使用步骤。
观看报告和分析功能的实际应用:

现在让我们逐一分析每个步骤。
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:
✓ 检查点: 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.
✅ 结果: Your team has a live analytics dashboard that tracks performance and sends weekly reports automatically.
💡 专业提示: 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.
如何使用 HubSpot 联系人管理
联系管理 lets you import, segment, and track every contact across their full buyer journey in your CRM.
以下是使用步骤。
观看联系人管理实际应用:
现在让我们逐一分析每个步骤。
第一步:导入您的联系人
Go to CRM → Contacts and click “Import” in the top right corner.
审计 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:
✓ 检查点: 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.
使用 HubSpot 的数据同步功能来集成 Google 联系人等工具 Mailchimp and keep your contact data current across all platforms.
Use HubSpot Operations Hub to sync data bi-directionally across different apps, eliminating manual entry.
✅ 结果: Your contacts are segmented, synced across tools, and ready for targeted outreach.
💡 专业提示: Define custom properties in HubSpot to store relevant data points like industry or job title — this makes segmentation and personalization dramatically more powerful.
HubSpot 专业技巧和快捷方式
经过两年多的 HubSpot 测试,以下是我总结的最佳技巧。
键盘快捷键
| 行动 | 捷径 |
|---|---|
| Open global search | / |
| Create a new contact | Ctrl + Shift + C(Windows)/ Cmd + Shift + C(苹果) |
| Create a new deal | Ctrl + Shift + D(Windows)/ Cmd + Shift + D(Mac) |
| 导航至“联系人” | G then C |
| 前往优惠页面 | G 然后 D |
| Open task queue | G then T |
大多数人错过的隐藏功能
- HubSpot学院认证: 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常见错误及避免方法
错误一:导入前跳过数据清理步骤
❌ 错误: Importing your entire old CRM database into HubSpot without checking for duplicates or outdated contacts first.
✅ 右图: 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
❌ 错误: Jumping straight into the Workflow builder without planning your trigger logic, exit criteria, or the customer journey stages.
✅ 右图: 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
❌ 错误: 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.
✅ 右图: 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故障排除
Problem: Workflow is not enrolling contacts
原因: 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.
使固定: 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
原因: Contacts were imported without deduplication, or the same email address exists in multiple rows of your CSV file.
使固定: 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
原因: Your sending domain is not authenticated, or you’re sending to unengaged contacts who haven’t opened emails in months.
使固定: 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
原因: The date range filter is set incorrectly, or the HubSpot tracking code is not installed on your website yet.
使固定: 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.
📌 笔记: If none of these fix your issue, contact HubSpot support or visit the HubSpot Community forum for peer-driven answers.
HubSpot是什么?
HubSpot 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.
观看这段快速概览:
它包含以下主要特点:
- 营销平台: Run email campaigns, manage ads, build landing pages, and capture leads directly into the CRM.
- 内容安排: Plan, create, and distribute blog posts, social content, and emails from one unified calendar.
- 电子商务管理: Build and manage your entire sales pipeline with deal stages, task reminders, and revenue tracking.
- 人工智能自动化: Use Breeze AI for automated lead enrichment, meeting transcriptions, and workflow automation without coding.
- 报告与分析: Monitor KPIs and measure campaign performance with custom dashboards and scheduled reports.
- 联系人管理: Import, segment, and track every contact through their full buyer journey with lifecycle stage tracking.
如需完整评测,请参阅我们的 HubSpot 评测.

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 users and startups testing the platform |
| 营销中心入门 | 每席每月 15 美元 | Small teams needing professional email and basic automation |
| 入门级客户平台 | 每席每月 15 美元 | Growing teams wanting all Hubs bundled in one subscription |
| 营销中心专业人士 | 每席每月 800 美元 | Marketing teams running full campaign automation and advanced analytics |
免费试用: Yes — HubSpot offers a fully functional free plan with no credit card required and no time limit.
退款保证: Not standard, but monthly billing is available on Starter plans — cancel anytime without long-term commitment.

💰 性价比最高: 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 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 | All-in-one CRM + marketing + sales | 免费 – 每月 800 美元以上 | ⭐ 4.0 |
| GoHighLevel | Agencies and white-label automation | 每月97美元 | ⭐ 4.4 |
| 管道驱动 | Sales-focused CRM with visual pipelines | 每月14美元 | ⭐ 4.2 |
| 基普 | 小型企业 CRM and automation | 每月 249 美元 | ⭐ 4.1 |
| ActiveCampaign | Advanced email automation and CRM | 每月15美元 | ⭐ 4.5 |
| ClickFunnels | Sales funnel building and landing pages | 每月97美元 | ⭐ 4.1 |
| 民间 | 适用于小型团队的轻量级 CRM | 每月 20 美元 | ⭐ 4.5 |
| 即刻 | 冷邮件 大规模推广 | 每月 37 美元 | ⭐ 4.7 |
| 点击上 | Project management with CRM features | Free–$12/mo | ⭐ 4.7 |
| 星期一客户关系管理 | Visual CRM and project tracking | 每月 12 美元 | ⭐ 4.6 |
| 胶囊客户关系管理 | Simple CRM for small businesses | 每月18美元 | ⭐ 4.5 |
| 洞察力 | CRM with built-in project management | 每月 29 美元 | ⭐ 4.2 |
| Freshsales CRM | 人工智能驱动的销售客户关系管理 | 免费至每月 69 美元 | ⭐ 4.5 |
| Salesforce | 企业级 CRM,具备深度定制功能 | 每月 25 美元 | ⭐ 4.3 |
| Zendesk | Customer service and support ticketing | 每月 19 美元 | ⭐ 4.3 |
快速精选:
- 综合最佳: HubSpot — the only platform that truly unifies CRM, marketing, sales, and service in one place with a generous free tier.
- 最佳预算: Pipedrive — affordable sales-focused CRM starting at $14/month with clean visual pipelines.
- 最适合初学者: Folk — lightweight and easy to learn with a modern interface perfect for small teams.
- 最适合代理机构: GoHighLevel — white-label CRM and automation platform built specifically for marketing agencies.
🎯 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: The top choice for digital marketing agencies — includes white-label CRM, funnels, email, SMS, and client reporting all under your own brand.
- 💰 Pipedrive: A sales-first CRM with highly visual deal pipelines, ideal for small sales teams who want simplicity without the HubSpot price tag.
- 🔧 Keap: Combines CRM, email marketing, and automation for small businesses — great if you want a simpler all-in-one without HubSpot’s complexity.
- 🧠 ActiveCampaign: Best-in-class email automation with CRM capabilities — a powerful option for teams focused heavily on email marketing and behavioral triggers.
- 🚀 ClickFunnels: Purpose-built for building sales funnels and landing pages — a strong pick for businesses focused on driving online sales conversions fast.
- 👶 民间: A lightweight, modern CRM designed for small teams and 自由职业者 who need clean contact management without a steep learning curve.
- ⚡ 即刻: Specialized cold email outreach platform built for scale — ideal for lead generation teams sending thousands of personalized cold emails per day.
- 🎯 ClickUp: Flexible project management tool with CRM features — works well for teams that want task management and contact tracking in one workspace.
- 📊 星期一客户关系管理: A visual, board-based CRM that’s highly customizable — great for teams already 星期一.com for project management.
- ⭐ 胶囊型客户关系管理: Simple and affordable CRM for small businesses — provides contact management, pipeline tracking, and email integration without overwhelming features.
- 💼 洞察: A CRM with built-in project management — ideal for teams that need to manage both customer relationships and project delivery from one platform.
- 🌟 Freshsales CRM: AI-powered sales CRM with a free plan — a strong HubSpot alternative for teams who want Freddy AI scoring without a large budget.
- 🔥 Salesforce: The enterprise CRM standard — deeper customization and integrations than HubSpot, but requires more technical expertise and budget to manage effectively.
- 🔒 Zendesk: Best-in-class customer service and support ticketing — the right choice if customer support is your primary use case rather than marketing or sales.
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: HubSpot wins for in-house marketing teams; GoHighLevel wins for agencies that need white-label client portals and reseller billing.
- HubSpot 与 Pipedrive 的比较: HubSpot wins for full marketing-sales integration; Pipedrive wins for budget-conscious sales teams who only need a clean CRM pipeline.
- HubSpot 与 Keap: HubSpot wins for scalability and feature depth; Keap wins for small businesses that want simpler automation without a big learning curve.
- HubSpot 与 ActiveCampaign: 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 与 ClickFunnels 的比较: 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 与 Instantly 的比较: HubSpot wins for full CRM and marketing automation; Instantly wins for outbound sales teams laser-focused on sending cold emails at volume.
- HubSpot 与 ClickUp 的比较: 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 与 Monday CRM 的对比: HubSpot wins for marketing automation depth; Monday CRM wins for teams that prefer a visual board-based interface for managing sales activities.
- HubSpot 与 Capsule CRM 的比较: 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 与 Insightly 的比较: HubSpot wins for marketing tools and integrations; Insightly wins for teams that need native project management linked directly to customer records.
- HubSpot 与 Freshsales CRM 的比较: 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 与 Salesforce: HubSpot wins for ease of use and faster deployment; Salesforce wins for large enterprises that need deep customization and complex workflow logic.
- HubSpot 与 Zendesk 对比: HubSpot wins for full CRM and marketing integration; Zendesk wins for businesses where customer support and ticketing is the core focus.
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。
Most people start with Contact Management — import your contacts and you’ll see HubSpot’s value immediately.
只需不到5分钟。
常见问题解答
如何设置我的第一个 HubSpot CRM 帐户?
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.
将联系人导入 HubSpot 的最简便方法是什么?
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.
如何使用 HubSpot 进行电子邮件营销自动化?
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.
如何将我的电子邮件连接到 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.
如何在 HubSpot 中创建自定义销售流程?
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.
如何使用 HubSpot Breeze AI 实现任务自动化?
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.
我可以使用 HubSpot 作为项目管理工具吗?
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.
如何在 HubSpot CRM 中设置潜在客户评分?
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.
如何使用 HubSpot 跟踪我的网站访客?
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.
HubSpot中的交易和潜在客户有什么区别?
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.
如何使用 HubSpot 构建落地页?
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.
如何使用 HubSpot 社交媒体 管理?
Go to Marketing → Social in the left sidebar and connect your Facebook, Instagram, LinkedIn, 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.
如何在 HubSpot 中生成自定义报告?
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.
HubSpot Sequences是什么?我该如何使用它们?
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.
如何使用 HubSpot 移动应用随时随地进行销售?
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.













