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HubSpot’s strong functionalities and features make it an indispensable asset for managing business sales. It’s a table-turner that helps companies streamline their operations, generate more leads, and drive revenue growth.
It’s not just a random tool; it’s a CRM platform with all the software, integrations, and resources to connect marketing, sales, content management, and customer service.
Because HubSpot CRM is complex in structure, most clients need to hire a HubSpot Developer to help them setup their CRM. However, we will also see seven easy steps to setup HubSpot CRM and Best practices for setting it up. So, let’s dive in and explore more.
HubSpot software provides help with managing inbound sales and marketing for businesses of different sizes and domains. It offers a variety of tools, such as email marketing automation, lead generation forms, analytics and reporting, and more.
Overall, HubSpot’s functionalities and features make it a strong platform for managing marketing activities, customer relations, and growth.
Now, let’s look at the steps of the HubSpot CRM setup.
Seven main steps will help you with HubSpot CRM setup, and they are:
Connecting your Email with the CRM is easy. Whenever you connect your email, all emails sent and received will be stored automatically in your CRM (HubSpot account). Email integration has two main parts: the inbox connection and email extension. After both steps are completed, the email integration step comes to an end.
After connecting your email to a CRM, a contact record for each person you report to is generated. As you build more contacts, it gets hard to manage each person you email. In this situation, HubSpot helps. It filters the records based on any information in the CRM. Creating filters in the HubSpot CRM setup will lead to better organization of content in HS.
In the first and second steps, you just dipped a toe in the CRM ocean. In step 3, you will take a deeper look at HubSpot. Now, it’s the time to move your historical records to your HubSpot system.
Importing contacts will take your information and store it inside HubSpot. You can export information about people and companies you are working with.
Before you organize contacts, manage your business sales. When you navigate users through the sales process, the deal stage starts.
While managing multiple client relations, it gets hard to keep track of each prospect. Hence, linking up with a suitable deal stage will help you track sales progress digitally.Â
Here, the HubSpot CRM setup is almost on the verge of completion. After you successfully configure your CRM and integrate your contacts into it, you can start generating leads.
If you have a small and mid-sized business, you can use Facebook lead ads to sell your products and services. The ads featuring a strong CTA and having access to FB data will auto-populate forms, and HubSpot will send these leads immediately.
There are other ways other than Facebook to present your business online. Connecting your HubSpot CRM to your website will also capture who is visiting your site.
HubSpot has a JavaScript code to add to your website. Once you install it, you can generate lead flows on different pages to collect data from your contact list and deliver personalized content to them.
In the final step of how to setup HubSpot CRM, you will invite your teammates to join your HS CRM and gain access to their controls. You can get help from HubSpot Onboarding experts to help you with seamless HubSpot CRM setup.
Following the best practices below can make HubSpot CRM setup easier. Let’s understand each one.
Let our HubSpot experts accurately Setup your HubSpot CRM to improve your business sales.
Now you know why HubSpot CRM setup is necessary. The majority of HubSpot Development Services providers implement the best service below for easy HubSpot CRM Setup.
If you are in the initial stages of establishing your business and do not have clear goals, think about getting a HubSpot CRM. Without proper planning, there’s no way HubSpot can give success to the sales and marketing of your business.
Think about why you would like to complement CRM to your business. What problems will a CRM solve in your sales process? Here are the common aims businesses have while implementing HubSpot CRM:
I. Building a predictable & consistent sales & marketing pipeline
II. Managing the sales & marketing teams
III. Automating sales & marketing processes
Consolidate a tech stack by keeping a CMS, CRM, and other tools in one location.
Once you understand why you need to setup a HubSpot CRM, you should hire a reliable HubSpot development partner immediately.
HubSpot CRM setup can be tedious. If you want to save time and focus on your core business, leave this task to experts. HubSpot experts will help you configure, implement, and manage your HubSpot CRM in your specified way.
Having a HubSpot Solutions Partner is the fastest way to have a frictionless CRM setup for you. They will help you with the necessary tools and techniques to organize your sales data.
You can continue with their employment tenure if you are happy with their services, or else there are more substantial fish in the ocean.
Once the HubSpot CRM setup is completed, start implementing the remaining practices.
Before importing all contacts to your HubSpot CRM, delete the unnecessary contacts from your list.
What if deleting contacts is a missed opportunity for sales? It has a solution, too. Take time and find new ways to interact with those customers who are no longer valuable in the contact list.
Here are the types of contacts that you can remove from your HubSpot contact list:
I. Contacts who haven’t visited your website in a year
II. Contacts with no interaction rate in a year
III. Contacts with incorrect emails resulting in hard bounces
For every thousand contacts, HubSpot will increase its software fees. So, managing the total number of customers will reduce HubSpot costs as well.
There are numerous features in HubSpot, and not each one is useful to everyone. So, once again, you have to be clear about your business’s pain points that you want to solve with CRM.
Depending on your requirements, choose the HubSpot features that will be useful for your company. An experienced HubSpot professional can help you decide which features are useful and which to avoid.
By keeping your sales and marketing processes more straightforward, you can have a structured and organized HubSpot CRM setup. Here, everything will be easier to use and understand.
The majority of businesses make the most out of HubSpot by having clear 2-3 years of sales and marketing planning in advance. When you start using HubSpot CRM, you should enter your goals and start leveraging its varied tools. Ultimately, with a clear goal to achieve, you can work rigorously to achieve it.
These five best practices of HubSpot CRM setup are amongst the top best practices of CRM. Implementing them will bring a structured way for you to enjoy using HubSpot.
Get a personalised HubSpot CRM Setup consultation to fulfil your customised sales & marketing needs.
We hope this article has helped you understand HubSpot, HubSpot CRM setup, and its best practices. Implementing these HS best practices will improve your sales and can drive better results. Refine and use these strategies to drive better results for your business.
Don’t miss out on regular reviews and optimization of your CRM to keep it updated with your latest business requirements and goals. Happy reading!
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