HubSpot CRM Course

Lesson 1 • Navigating the HubSpot Interface

Orients learners to the main navigation, global search, and notification centre. Efficiency in navigation accelerates every subsequent task.

Lesson 2 • User Roles and Permission Management

Covers how to invite team members and assign role-based access. Proper permissions protect data integrity across the organisation.

Lesson 3 • Creating and Configuring Your Portal

Walks through account creation, portal settings, and branding basics. Correct configuration here prevents data and permission issues later.

Lesson 4 • Connecting Essential Integrations

Links email, calendar, and communication tools to HubSpot for automatic data capture. These connections are prerequisites for logging and tracking activities.

Lesson 1 • Associating Contacts with Companies and Deals

Demonstrates how to link records across objects to reflect real business relationships. Associations power cross-object reporting and pipeline visibility.

Lesson 2 • Understanding and Customising Properties

Explains default properties and how to create custom ones for unique business needs. Custom properties ensure every critical data point has a dedicated home.

Lesson 3 • Creating and Importing Contact Records

Teaches manual record creation and bulk CSV import with field mapping. A well-imported database reduces duplicate cleanup effort significantly.

Lesson 4 • Maintaining Data Quality

Addresses deduplication, bulk editing, and data hygiene best practices. Clean data is the foundation of trustworthy analytics and effective automation.

Lesson 1 • Designing Pipeline Stages

Guides learners through creating pipelines and defining stage names, probabilities, and exit criteria. Well-defined stages produce accurate forecasting data.

Lesson 2 • Deal Properties and Custom Fields

Extends deal records with custom properties tailored to specific sales processes. Custom fields capture the context needed for accurate qualification and reporting.

Lesson 3 • Moving Deals Through the Pipeline

Covers drag-and-drop board view, list view, and stage-change triggers. Consistent deal movement habits keep pipeline data current and reliable.

Lesson 4 • Pipeline Reporting and Forecasting

Introduces built-in pipeline reports and the forecast tool for revenue projection. These outputs connect pipeline management to strategic sales planning.

Lesson 1 • Using the Activity Feed and Timeline

Explains how to read and filter the contact timeline and the global activity feed. The timeline is the single source of truth for all record interactions.

Lesson 2 • Email Tracking and Engagement Signals

Activates open and click tracking on individual emails and interprets engagement data. Engagement signals guide prioritisation of follow-up efforts.

Lesson 3 • Logging Emails and Calls

Shows how to log outbound emails and calls manually and via connected tools. Logged activities create the timeline that makes records actionable for the whole team.

Lesson 4 • Notes, Tasks, and Follow-Up Management

Teaches structured note-taking and task creation tied to records and due dates. Tasks ensure no follow-up falls through the cracks in a busy pipeline.

Lesson 1 • Monitoring and Troubleshooting Workflows

Covers enrolment history, error logs, and performance metrics for active workflows. Regular monitoring prevents silent failures from corrupting CRM data.

Lesson 2 • Workflow Fundamentals and Architecture

Explains enrolment triggers, actions, and the workflow canvas. Understanding the logic model prevents common automation errors before building begins.

Lesson 3 • Contact-Based Workflow Automation

Builds workflows that update contact properties, send internal notifications, and assign owners. These automations enforce data standards without manual intervention.

Lesson 4 • Delays, Branches, and Conditional Logic

Introduces time delays, if/then branches, and goal-based exits for sophisticated workflows. Conditional logic allows one workflow to handle multiple scenarios cleanly.

Lesson 1 • Building Sales Sequences

Creates multi-step email and task sequences for personalised one-to-one outreach. Sequences automate follow-up while preserving the feel of individual communication.

Lesson 2 • Analysing Email Campaign Performance

Interprets open rate, click rate, bounce rate, and unsubscribe metrics for sent campaigns. Data-driven iteration improves future campaign performance systematically.

Lesson 3 • Building Marketing Emails in HubSpot

Covers the drag-and-drop email editor, templates, and personalisation tokens. Well-structured emails improve deliverability and engagement from the first send.

Lesson 4 • Sending and Scheduling Marketing Emails

Teaches list-based sending, send-time optimisation, and subscription type management. Correct subscription settings ensure compliance with opt-in requirements.

Lesson 1 • HubSpot Reporting Fundamentals

Introduces the report library, report types, and the difference between single-object and cross-object reports. Foundational knowledge here prevents misreading data outputs.

Lesson 2 • Sales Activity and Performance Reports

Builds reports on rep activity volume, deal conversion rates, and quota attainment. These reports support coaching conversations and performance reviews.

Lesson 3 • Attribution and Revenue Reporting

Explains contact and deal attribution models and how to connect marketing efforts to revenue. Attribution data justifies budget allocation and campaign investment decisions.

Lesson 4 • Building Custom Reports

Walks through the custom report builder to create tailored views of contacts, deals, and activities. Custom reports answer specific business questions the library cannot.

Lesson 1 • Continuous CRM Improvement Framework

Introduces a quarterly audit cycle, user feedback loops, and KPI-driven optimisation. Ongoing improvement ensures the CRM evolves with business needs rather than becoming stale.

Lesson 2 • Scaling Processes with Playbooks and Templates

Creates sales playbooks and email templates that standardise rep behaviour at scale. Standardised tools reduce ramp time and improve consistency across the team.

Lesson 3 • Advanced Segmentation and Scoring

Builds lead and customer scoring models using behavioural and demographic criteria. Scoring enables sales teams to prioritise the highest-value opportunities automatically.

Lesson 4 • CRM Governance and Data Standards

Establishes naming conventions, property governance, and data ownership policies. Governance prevents the technical debt that degrades CRM value over time.