HubSpot CRM – Marketing & Sales

Module 1: Introduction to HubSpot CRM

• HubSpot overview: inbound marketing and CRM platform
• HubSpot Hubs: Marketing, Sales, Service, CMS, and Operations
• HubSpot CRM objects: Contacts, Companies, Deals, and Tickets
• Navigating HubSpot: CRM, Marketing, Sales, and Service tools

Module 2: Contacts and Companies

• Contact and company record creation and management
• Properties: standard and custom contact and company properties
• Lists: active and static lists for segmentation
• Data import: importing contacts and companies from CSV

Module 3: Deals and Sales Pipeline

• Deal creation: associating contacts, companies, and products
• Pipeline management: stages, weighted value, and close date
• Tasks and activities: calls, emails, and meetings on deal records
• Sales sequences: automated follow-up email sequences

Module 4: Marketing Hub

• Email marketing: creating, personalising, and sending campaigns
• Landing pages and forms: lead capture and conversion
• Workflows: automated lead nurturing and lifecycle stage updates
• Blog and SEO tools: content optimisation for inbound traffic

Module 5: Service Hub

• Ticket management: customer issue tracking and resolution
• Knowledge base: self-service article creation and publishing
• Customer feedback: NPS, CSAT, and CES survey tools
• Live chat and chatbot: real-time and automated support

Module 6: HubSpot Workflows and Automation

• Contact-based workflows: lifecycle stage and lead scoring automation
• Deal-based workflows: pipeline stage notifications and task creation
• Workflow enrolment triggers, actions, and delays
• Operations Hub: data sync and automation with external tools

Module 7: Reporting and Analytics

• Pre-built HubSpot reports: contact, deal, and email performance
• Custom report builder: multi-object and funnel reports
• Dashboards: combining reports for sales and marketing visibility
• Attribution reporting: first touch, last touch, and multi-touch models

Module 8: Capstone Project and Assessment

• HubSpot CRM setup: pipeline, properties, and contact import
• Marketing workflow: lead nurture sequence with email and tasks
• Custom dashboard build for sales and marketing performance
• Final assessment and course certification

Experience in the Industry Gain expertise from HubSpot-certified trainers who have implemented HubSpot CRM for inbound marketing, sales, and customer service teams at SaaS companies, agencies, and B2B organisations.

Backgrounds at the Top Our HubSpot trainers have worked at HubSpot partner agencies and revenue operations teams using HubSpot as the central CRM and marketing automation platform for growth-focused businesses.

Clear & Effective Teaching HubSpot CRM objects, deal pipelines, Marketing Hub, Service Hub, workflows, automation, reporting, and attribution are explained with practical inbound marketing and sales examples.

Hands-On Learning Focus Students build HubSpot pipelines, create email campaigns, configure lead nurture workflows, manage tickets, build custom reports, and set up dashboards through structured hands-on lab exercises.

Up-to-Date Knowledge Trainers keep content current with the latest HubSpot releases, HubSpot AI features, Operations Hub data sync capabilities, and evolving inbound CRM and revenue operations best practices.