What is hubspot: a complete guide

HubSpot is one of the easiest email marketing platforms available. You can use the drag-and-drop editor to build and publish eye-catching marketing emails without having to be an expert designer or know any code. You can also build custom templates using HubSpot’s Design tool if you want something more sophisticated.

Once you’re done, simply select the email list you want to use, choose your date and time, then hit send. And just like with the social posting tool, you can easily view important performance metrics to see how successful your emails are. This includes things like:

Blogging is the cornerstone of any inbound marketing strategy. And with HubSpot’s blogging tools, you can create, edit, preview, and publish blog posts onto your HubSpot-powered blog.

With HubSpot’s AI content assistant, you can even generate ideas, outlines, and original content for your blog using software powered by OpenAI.

Whether you are running a paid ad campaign, promoting an ebook, or creating a signup page for an upcoming event, you need landing pages to capture valuable contact information.

HubSpot’s landing page builder works very similarly to the email marketing tool; you can use the drag-and-drop editor to build an attractive landing page quickly and easily, or you can create a custom template with the HubSpot Design tool.
After you’ve published your landing page, you will have access to valuable performance data, such as:

With HubSpot’s Campaigns tool, you can connect various landing pages, CTAs, marketing assets, ad campaigns, and other collateral together to form a coherent marketing campaign.

For example, say you wanted to build a marketing campaign around something like “Spring Cleaning: Get Your CRM Data Organized”. You would probably want to create a landing page, CTAs, marketing emails, paid ads, and maybe even a downloadable checklist to support your marketing campaign.

The Campaigns tool allows you to connect all of those items together so you can get a sense of how the campaign performed holistically across all your marketing channels. You’ll be able to see important data such as:

Instead of having to search through multiple tools and compile that data into a single report, HubSpot does all that work for you and gives it to you in an easily digestible format.

Even if you aren’t using the HubSpot CMS Hub, you can still pull valuable traffic metrics into your portal for building reports and dashboards. Whether your site is hosted on WordPress, Squarespace, Webflow, or another CMS, you can easily install a tracking code to bring that data into HubSpot.

Once the tracking code is in place, you will be able to see traffic and conversion data such as:

You can either view this data at the domain level or break it down by individual pages to see which pages are bringing you the most traffic and leads.

Possibly one of the biggest attractions to HubSpot’s Marketing Hub is the marketing automation tool. It allows marketers of all skill levels to build complex automations without needing to know any code.

In just a few simple clicks, you can build popular automations such as:

The user interface is so easy to use that almost anybody can do it and training new team members takes almost no time at all. As we already mentioned, the marketing automation feature is really what gets most users interested in Marketing Hub.

HubSpot deal pipelines and deal stages give you an easy way to visualize the steps in your process and keep track of how your deals are progressing and where they are getting stuck or dropping off.

HubSpot deal stages can be customized and renamed to match your unique sales process. But if you’re just getting started and still figuring out your process, HubSpot provides seven default stages you can use:

Your sales pipeline can have as many deal stages as necessary, so you aren’t limited to these seven. You can have up to 50 different deal pipelines for different products or services on a paid HubSpot plan.

Your website visitors want information and they want it now. HubSpot Live Chat allows you to engage with them on their terms for fast, frictionless exchanges.

No longer do interested parties need to call a number or schedule a meeting to get the answers they need. Instead, visitors can engage with your website’s live chat and be routed to a team member immediately. This allows you to provide real-time customer support, which helps to convert more leads and close more deals.

HubSpot Live Chat even integrates with Slack so team members can respond to requests when out of the office. But that doesn’t mean they have to field requests 24/7. There is an option to set office hours so visitors know when your team is available to chat. And when they are not available, you can capture email addresses to follow up the next business day.

Tired of all the back-and-forth emails when you’re trying to nail down a meeting time with one of your prospects? Who isn't?

Ditch the hassle and enter the digital age with the HubSpot Meetings tool. With a simple calendar link, prospects and customers can see your availability within a given date range and select the perfect time that works for both of you. You can also set up a round-robin so that prospects can meet with the next available team member.

With HubSpot Meetings, your team can:

You can also embed your meetings links to website pages, making it easier than ever for visitors to schedule time with you. When a visitor books a meeting with your team, HubSpot will automatically create a new contact record so your database continues to grow and stay organized.

Your sales team spends all day making calls. They make so many calls that it’s next to impossible to keep track of all the details. Which calls are most important? What was the outcome of each call? It can quickly add up and become unmanageable to capture all the details.

But HubSpot Call Tracking makes those problems a thing of the past. Sales teams can use this feature to:

And sales managers benefit, too. Access call logs directly from the CRM to leave comments and coach reps on how to sell better and more effectively.

HubSpot allows you to create up to 300 different dashboards to share within your organization. A dashboard is a central place in your HubSpot portal where you can organize different reports to create a visual representation of the data you are collecting.

Some examples of things you can do with HubSpot sales reports and dashboards include:

HubSpot sales dashboards are an easy and convenient way to obtain the sales metrics you need and track performance toward monthly, quarterly, and annual goals.

If your sales team is using an Account-Based Marketing (ABM) strategy, you’re in luck! HubSpot has several out-of-the-box features you can use to execute that strategy and align sales and marketing teams around a set of shared data.

Once you’ve activated your ABM features, you can:

Getting your ABM strategy set up in HubSpot is simple and easy. And since it all takes place within your CRM, you won’t have to worry about important contact data slipping through the cracks or being siloed away.