If you’re in the world of digital marketing, then you’ve probably heard about HubSpot and all the amazing things it can do to your business. Perhaps you’re ready to set it up and see what it’s all about, but don’t know where to start? For first-timers, using HubSpot may seem daunting and complicated. Fortunately, this article will serve as a comprehensive guide on getting on board with HubSpot.

What Exactly Is HubSpot?

HubSpot is a business software with roots in the realm of inbound marketing–a collection of processes that focuses on the needs of your target buyers. Furthermore, HubSpot is a user-friendly platform for the very goals of marketing and more. This means it offers everything you need to create effective marketing strategies, closing sales, and tracking performance, all of which is crucial for your business to succeed in this competitive world.  

Additionally, HubSpot also offers other valuable tools to streamline how your business operates:

  • HubSpot CRM
  • HubSpot Sales Hub
  • HubSpot CMS Hub
  • HubSpot Operations Hub
  • HubSpot Service Hub

Each hub features a different set of tools to bring your teams together and ensuring positive results on your business’s bottom line, all under a single software.

Get started with HubSpot

Benefits Of Using HubSpot

It’s important to note that HubSpot isn’t the only software that provides value to businesses. But there are several reasons why it’s favored over its competitors, like the following:

1. One Software For All Business Needs

HubSpot provides a space that’s wide enough for every business process and need. You can organize everything in a single account, such as full marketing campaigns, buyer personas and contact, website content and strategy information, sales sequences, ticket automation, as well as a help desk, and more!

If you don’t know anything about coding, then HubSpot can also help you create forms, updating website, creating call-to-action, and integrate marketing emails without technical knowledge. You can also schedule your entire social media posts in the HubSpot calendar and automate customized communications both with your audience and your teams.

In short, HubSpot will make running your business easier and convenient.

2. Detailed Analytics

To every marketer, data is critical. Especially in this advanced and data-congested digital world, data-driven marketing ensures that your efforts won’t go to waste. Whether you want to increase sales by 35% next month, drive more organic traffic to your site, or gain more subscribers to your blog, data can help you reach those goals. But, only if, you can track the numbers.

Gathering metrics allows you to interpret the cause and effect. With HubSpot, gathering the most important metrics has never been easier. For one, the platform facilitates all data collection you could ever need or want, shaping your marketing strategies to perfection.

Whatever key areas of focus you need, HubSpot provides detail reporting that helps you identify weaknesses and strengths in your sales, marketing, and customer service efforts so you can tweak your strategy accordingly.

3. User-Friendly

With all the available tools HubSpot offers, one might think that it’s too complicated and complex to navigate and use. However, HubSpot’s user interface isn’t only visually appealing, but it’s super easy to navigate and understand.

In case, you ever get confused or lost in the platform, HubSpot also offers a rich knowledge base as well as the HubSpot Academy training courses to help you with, say, the HubSpot onboarding process or simply familiarize yourself with its wide array of features.  

4. Plenty Of Third-Party Integrations

With its popularity growing, HubSpot is increasingly noticed by other digital service platforms. Thanks to HubSpot’s API, 3rd parties allow integration to expand HubSpot’s functionality. This is extremely beneficial, especially if your organization already uses 3rd party platforms. There’s a long list of platform integrations for HubSpot and new integrations are constantly being added to support existing business software tools.

5. Excellent Support

HubSpot offers several support methods including a comprehensive knowledge base section, real live support, and training courses. Also, there’s an abundance of HubSpot general guides and articles on the internet, as well as HubSpot’s friendly help community and forums.

Getting Started With HubSpot: 8 Steps To Take

So, now that you get to know more about HubSpot, here’s what to do to get started:

1. Creating An Account

The first thing you need to do is to sign up with HubSpot by creating an account. You can sign up for HubSpot with your name and email address. Or, you can also sign up using your Apple ID or Google login. After creating your HubSpot account, you’ll be logged in automatically.

2. Invite The Team

If you’re the admin, invite your teams–sales, marketing, and customer service–to become users in the portal. You can customize the permission of each user to control which parts of the platform they can access and limit the tools they can use.

Once you invite users, they’ll receive an email with instructions on how to set up their profile account and personal preferences.

3. Connecting Your Domain

Now, you need to connect your domain name to HubSpot. This means that anyone navigating the web will have access to all HubSpot content you publish, including HubSpot pages, knowledge base articles, web versions of emails, and blog posts.

However, make sure that your website URL is compatible with the platform. It shouldn’t exceed 64 characters and can’t have any special characters. It’s also required to have access to the CNAME records from your DNS provider and ensuring that you have SSL certifications.  

4. HubSpot Tracking Code Installation

Every HubSpot account has a unique code that allows HubSpot to effectively track your website traffic–HubSpot tracking code. The tracking code is included on HubSpot landing pages, blog posts, and website pages automatically. But if you have externally hosted pages, for instance, pages not on HubSpot, then you need to manually install the HubSpot tracking code to capture metrics and analytics for those pages.

Once the HubSpot tracking code is installed, ensure that the platform gathers analytics for all your website’s domains and subdomains. Apart from setting up site tracking, you also need to filter out your own traffic bot activity from your analytics and customize your privacy policy and cookie tracking settings alert.

5. Link Your Social Accounts

Depending on your target audience and industry, you may be using social platforms as an essential marketing tool. If so, you’ll have to connect all relevant social media accounts to HubSpot, too. This is because HubSpot makes social media marketing activities a lot easier to follow. You don’t have to log into every single social platform your business uses to monitor interactions and posts. It also allows you to create and publish posts for your social account from the HubSpot platform. Plus, it allows audience engagement tracking.

With HubSpot, you can connect to major social platforms including Facebook, Twitter, LinkedIn, Instagram, and YouTube.

6. Configuring Your Email

After social media, you also need to connect your email. This allows you to send emails to your contacts using your business’s email servers. There’s also a team email address you can configure. This gives access to multiple users for communicating with customers.

First, you need to connect your inbox with HubSpot. Once you have your email set up, you need to make sure that all marketing emails you’ll create comply with the Controlling the Assault of Non-Solicited Pornography and Marketing (CAN-SPAM) Act of 2003. This means that all marketing emails should include your business’s name, physical mailing address, and a link that allows contacts to manage email subscription preferences.

7. Importing Contacts

You can import data about basically anyone who interacts with your business, all of whom will be your contacts. You can also import data about sales deals you’ve got going on or companies you’re working with.

You can import contacts directly from your Gmail contacts or a spreadsheet. If you use the latter, you’ll also need to create a column for every property you need to import data into. This allows you to fill in as much data as you want from a single import instead of creating individual contacts every time.

8. Rely On HubSpot’s Knowledge Base And Training Courses

So, where will you be migrating your data into? HubSpot offers several products to migrate your data into:

  • Marketing: Assets such as emails and landing pages
  • CRM: Contact database
  • Service Hub: Ticket pipeline and support tickets
  • Sales Hub: Active deals, call recording, and more
  • CMS: Website, forms, and more

 You can learn about each hub by checking out HubSpot’s Knowledge Base or taking a free online course on HubSpot Academy. Both are extensive and will take several days to get through the ones that are most relevant to you.


HubSpot is an effective marketing platform that allows businesses to manage, execute, and measure all their marketing efforts. Essentially, it’s everything you’ll need to run successful campaigns–from marketing to sales to customer service strategies.

Following the above steps should help you take the first steps on working with HubSpot and ensuring that your business can thrive in the digital world.