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How to quickly learn how HubSpot works

Written by Will Troup

14 | 11 | 19

Conversational marketing  |  
6 minute read

Whether it’s building landing pages or importing deals, there’s loads of different areas of HubSpot which you need to be clued up on. The platform is very broad but there are tons of helpful content on the web which will help you become a master of HubSpot.

From free resources to videos, to certifications and blogs, here’s some of our favourite resources which explain how HubSpot works. Let’s get going…

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Free resources 

Digital 22’s one-stop inbound marketing resource

Yes, I know I’m promoting our own content, but I promise you I’m not being biased. Before you can master HubSpot, we’d highly recommend getting clued up on inbound marketing as a concept.

Not only will this help you develop your skills as a marketer, it will also make areas of HubSpot much easier to understand when you actually take the plunge and start using the software.

Whenever we have a new starter here at Digital 22, we always prefer them to get clued up on the inbound methodology before they start playing around using the different tools in HubSpot. Once they grasp inbound, they become savvy HubSpot users quickly after that.

We’ve put together an all-in-one resource which explains everything there is to know about inbound marketing. Some of the topics covered include:

  • What is inbound marketing?
  • Attracting traffic and turning them into contacts.
  • Using HubSpot for inbound marketing.
  • How to get it done and who you need.

You can download your very own version of the resource here.

HubSpot’s guide to getting started with marketing automation

Marketing automation is a fantastic lead nurturing tool which allows you to target potential customers across multiple channels. HubSpot’s automation tool is undoubtedly one of the best in the business.

However, without any guidance, the concept can be quite difficult to implement into your marketing strategy. That’s why HubSpot have put together a practical guide which covers everything you need to know about marketing automation. 

The guide covers a range of different questions:

  • Is marketing automation right for me?
  • How should I segment leads to get the most engagement?
  • How can I use marketing automation to turn my leads into paying customers?

If you’re seeking guidance on how to improve your email marketing strategy, whilst also wanting to get your hands on a marketing automation planning worksheet, download your own version of the guide here.

Digital 22’s guide to using HubSpot to launch your first conversational strategy

Conversational marketing is a hot topic at the moment. As well as being convenient for customers, it’s also a great way for companies to be more personal and stand out from the crowd.

HubSpot are one of the market leaders when it comes to conversational marketing. The platform allows you to build a range of different chatbots and live chats, depending on the goals of your business.

Once you’re a little more clued up on the basics of how HubSpot works, we’d definitely recommend looking into launching your own conversational strategy using the platform.

We’ve put a guide together which explains all you need to know. Here’s what you’ll get from downloading your own free copy:

  • Know the difference between chatbots and live chats.
  • Be able to create an effective chatbot strategy with HubSpot.
  • Expand your knowledge when it comes to good conversation design.
  • Learn how to get results with your chatbot. 

Sound useful? Check it out for yourself here

These are just a few examples of downloadable content which will help you improve your HubSpot knowledge. There’s plenty more dotted around the web. Here are some great blogs to check out in the meantime...

Notable blogs and articles

How to set up HubSpot CRM in five days

HubSpot are the kings of creating helpful content. I use their blogs regularly for advice and inspiration. This blog is up their with some of the best. If you need help setting up your HubSpot CRM, it’s definitely worth a read.  

The blog talks through five simple steps to follow when setting up your CRM, from integrating your email to defining your deal stages. There’s no doubt that it will guide you in the right direction. You can check it out here

Don’t worry if you haven’t got time to spare. We’ve also put together a blog together ourselves which explains how you can get everything set up in an afternoon. Have a read of it here.

3 tips to get the most out of a HubSpot template setup

Once you’ve purchased your HubSpot marketing hub, one of the first things you’ll be asked to do is set up a template within your account. 

However, most people don’t usually know enough about setting up their template and getting the most out of it. That’s why HubSpot put together this really helpful blog which is stacked with loads of useful info.

The blog covers three different sections:

  • Understanding the ins and outs of a template setup.
  • Submitting the right URLs from your website.
  • Using your new templates to create awesome content.

Understanding how HubSpot templates work is pretty important. So I’d definitely recommend having a read of the blog here.

4 best practices to help you ace lead scoring using HubSpot

We’ve touched on HubSpot’s marketing hub quite a bit in this blog. I think it’s time the sales hub gets a mention.

This nifty little tool is great because it makes lead nurturing so much more straightforward. However, before you can master your sales strategy, you need to look at setting up lead scoring in your account. 

Lead scoring is the process of assigning values, often in the form of numerical "points," to each lead you generate for the business. 

We’ve put together a blog which discusses four best practices to bear in mind when it comes to HubSpot. Check it out here.

HubSpot certifications

HubSpot’s blogs are undoubtedly useful, so is their academy. Whether you want to learn more about the inbound methodology as a whole, or want to get into the nitty gritty of the software, the academy is a treasure trove of useful tips. Here’s a few of our favourites…

HubSpot Marketing Software

If you’re using a HubSpot pro or enterprise subscription, you’ll be able to complete this certification for free. It covers a total of 16 different lessons, which will all help you get to grips with understanding HubSpot’s Marketing Hub.

Some of the lessons included in the certification include:

  • Creating a campaign in HubSpot.
  • Using buyer personas in HubSpot.
  • Understanding the HubSpot CMS.
  • Master the workflow tool in HubSpot.


If you’re looking to become a HubSpot marketing champion, there’s no doubt that you should have a crack at completing this certification here.

HubSpot Sales Software

The Sales Software certification is really beneficial too. It covers three lessons and they will all help you become a HubSpot sales expert. Before you can pass the certification, there’s a 50 question multiple-choice test which you’ll need to complete. 

Here’s the lessons which the certification covers:

  • Organising your records in HubSpot CRM to identify the best contacts to reach out to.
  • Getting the most out of your Sales Hub tools when making contact with your leads.
  • Using HubSpot CRM deals in combination with you Sales Hub tools to close more deals.

Fancy having a crack at it? You can do here

HubSpot’s a pretty straightforward platform, but mastering some of the more complex stuff can be a little tricky. Our guide to HubSpot setup aims to tick every box when trying to help you become a HubSpot expert.

Become a HubSpot guru with our exclusive HubSpot setup guide

Whether you’re a beginner who needs tips setting up your account, or an experienced user looking to improve your skills, our guide covers each cornerstone.

Download your own free version today. With our help, there’s nothing stopping you becoming a master of HubSpot and leading the way with inbound marketing.

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