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HubSpot Implementation Checklist: How to Set up

By Aman Bhati

4 min

April 10, 2024

The constant evolvement of new emerging technologies has created a demand to enhance the online presence and streamline marketing efforts. Businesses can increase customer experience, generate leads, and attract in visitors with the help of HubSpot, an effective inbound marketing and sales tool.

HubSpot offers several tools and services for organizing and streamlining marketing operations. Plus, it provides cutting-edge analytics solutions for monitoring and enhancing performance. You must make a checklist and make sure it is followed correctly if you want to begin using HubSpot as soon as possible.

Creating a HubSpot implementation checklist will help you start marketing campaigns and other tasks quickly. Let us help you prepare a checklist and successfully implement the HubSpot CRM tool in your business. In this blog, we will discover the essential steps for the implementation of HubSpot CRM.

HubSpot Implementation Checklist

The HubSpot implementation checklist is a step-by-step process to ensure the successful integration of the HubSpot portal in your business and get the maximum benefits from its features and functionalities. Let’s discover the HubSpot implementation checklist for better execution.

1. Email Integration

You can start by connecting your inbox and installing the HubSpot email extension. This step of the HubSpot implementation checklist will automatically store all the emails in the HubSpot CRM. Let’s discover these two steps in detail.

- Connect your inbox

The first step in the HubSpot Implementation Checklist is to connect your inox. A personal email or your company email address will be needed to send emails directly from the HubSpot CRM to your contacts. The process of connecting your email address might differ depending on the different email service providers like Google/Gmail, Microsoft Outlook, Microsoft Exchange, and many others. You can get more help from the HubSpot Knowledge Base.

- Install the HubSpot email extension

In the next step, installing the HubSpot sales extension will enable your web browser to connect emails you send to your CRM for more detailed tracking. The extension will depend on your email host and client.

2. Create and edit properties

Following the HubSpot Implementation Checklist, businesses need to define the properties that will help in storing the specific information about the contacts. In the HubSpot CRM setup, there are default properties such as contacts, companies, deals, and tickets. However, it also offers custom properties that can be used to store specific business data.

Here are the default properties in detail.

Contacts - This property helps in storing different types of data related to contacts, such as lead status, industry, lifecycle stage, last contact date, and many more.
Companies - It also contains a large amount of data, but it focuses on the company of a contact and collects data like company size, revenue, location, and many others.
Deals - With this property, businesses can track the status of their deal, the associated revenue, and other vital information for sales and marketing.
Tickets - This feature can be used for customer support, sales, and marketing. It is the property that stores data related to the ticketing system.

3. Import contacts

In the next step of the HubSpot Implementation Checklist, start importing all your contacts to HubSpot CRM through a spreadsheet or Gmail integration. This process might take more time and preparation work to get things in the correct order. It will be worth spending extra time because it will ensure that your data is clean.

4. Create filters & views

After the properties are defined and contacts are imported, the next step in the HubSpot implementation checklist is to start creating filters and views. It will enable you to work with contacts based on the properties.

There are different sections in HubSpot where filters can be created, such as contacts, companies, deals, tickets, payments, calls, and custom objects.

5. Define your deal stages

It is a crucial step of the HubSpot implementation checklist because deal stages help to identify the buyer journey of a contact and what necessary actions need to be taken at that stage. And the actions will be specific, as we have to convert the leads into customers.

The actions taken by the team to guide a lead to a customer need to be tracked, as well as in what order they happened. In HubSpot, these criteria are broken down into percentages (with nearly 100%). Here are the seven deal stages that are, by default, available in the HubSpot sales pipeline.

Appointment scheduled
Qualified to buy
Presentation scheduled
Decision maker bought-in
Contract Sent
Closed won
Closed lost

Deal stages can be added and removed based on your business’s requirements. This process aims to track the buyer in their journey so that revenue generation becomes more accurate and improves.

6. Website Integration

HubSpot services provide website integration, where you need to integrate your website to a HubSpot account, and it will become easy to import leads and get the data on customer engagement. It encompasses tracking and lead flows such as pop-ups. Moving from an existing site to HubSpot will be difficult and require a lot of planning and implementation. Therefore, using HubSpot migration services will ensure a smooth transition and increased accessibility.

7. Invite your team

In the last step of the HubSpot implementation checklist, you can invite your team members to join HubSpot CRM. There is no limit to the number of users, and you can define the level of access for each user. It gives you the power to control user access and more visibility into work.

Stop Thinking, Start Implementing

Once you have successful HubSpot CRM implementation, you and your team will need to have an onboarding checklist to get started quickly. If it seems complicated for you, hire HubSpot Implementation specialists or work with HubSpot-certified partners like TRooInbound.

At TRooInbound, we will assist you with HubSpot CRM implementation, onboarding, HubSpot website design, and inbound marketing. Our years of expertise in providing HubSpot solutions helped businesses to meet their sales and marketing needs efficiently.

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HubSpot Implementation Checklist
Email Integration
Create and edit properties
Import contacts
Create filters & views
Define your deal stages
Website Integration
Invite your team
Stop Thinking, Start Implementing

Aman Bhati

Aman Bhati is a Digital Marketing Manager, possesses a diverse range of skills and knowledge to effectively tackle a broad spectrum of digital marketing challenges. His expertise extends from the development of project strategies and timelines to the optimization of website design and content, conducting comprehensive market research, and efficiently setting up and managing paid advertising campaigns.

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HubSpot Implementation Checklist: How to Set up