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HubSpot Tutorials

Step-by-step HubSpot tutorials. Learn CRM setup, workflows, reporting, integrations, and more with practical video guides.

65 articles

Add File Downloads to HubSpot Marketing Emails Without Killing Deliverability

Add File Downloads to HubSpot Marketing Emails Without Killing Deliverability

Learn the right way to add file downloads to HubSpot marketing emails using buttons instead of attachments to protect your email deliverability.

HubSpot TutorialsMarketing HubContent Strategy

March 25, 2026

Stop The Back-And-Forth: Create HubSpot Meeting Links In Minutes

Stop The Back-And-Forth: Create HubSpot Meeting Links In Minutes

Learn how to create and share HubSpot meeting links to eliminate scheduling emails and save time coordinating with prospects and clients.

HubSpot TutorialsSales Hubcrm-setup

March 20, 2026

Track External Website Pages in HubSpot Campaigns: The Complete Guide

Track External Website Pages in HubSpot Campaigns: The Complete Guide

Learn how to add WordPress, Drupal, and other third-party CMS pages to HubSpot campaigns and track performance metrics.

HubSpot TutorialsMarketing Hubintegrations

March 14, 2026

Optimize HubSpot Images For Speed With Pixel Compress

Optimize HubSpot Images For Speed With Pixel Compress

Learn how to optimize HubSpot images for faster page speeds using Pixel Compress. Step-by-step setup and installation guide.

HubSpot TutorialsintegrationsContent Strategy

March 9, 2026

Take Control of Your HubSpot Notifications: Create Custom Profiles That Work for Your Team

Take Control of Your HubSpot Notifications: Create Custom Profiles That Work for Your Team

Learn how to create custom notification profiles in HubSpot and apply them to team members. Control how your team gets notified.

HubSpot Tutorialscrm-setupAutomation & Workflows

March 3, 2026

Sync Google Contacts With HubSpot: A Step-By-Step Integration Guide

Sync Google Contacts With HubSpot: A Step-By-Step Integration Guide

Learn how to sync Google Contacts with HubSpot CRM. Keep your contact data synchronized across platforms with our step-by-step integration guide.

HubSpot Tutorialsintegrationscrm-setup

February 25, 2026

Create Blog Posts In Minutes With HubSpot Breeze AI Content Agent

Create Blog Posts In Minutes With HubSpot Breeze AI Content Agent

Learn how to use HubSpot's Breeze AI content agent to create full blog posts in minutes. Step-by-step guide included.

HubSpot TutorialsContent StrategyMarketing Hub

February 20, 2026

Connect ChatGPT to HubSpot: The Deep Research Connector Setup Guide

Connect ChatGPT to HubSpot: The Deep Research Connector Setup Guide

Learn how to connect ChatGPT to HubSpot and use the deep research connector for faster insights. Step-by-step setup guide.

HubSpot TutorialsintegrationsData & Reporting

February 14, 2026

Collaborate Better With HubSpot's New Social Media Sidebar Feature

Collaborate Better With HubSpot's New Social Media Sidebar Feature

Learn how HubSpot's new collaboration sidebar transforms your social media workflow. Comment, assign tasks, and review posts without leaving HubSpot.

HubSpot TutorialsMarketing HubContent Strategy

February 9, 2026

Stop Recreating the Wheel: HubSpot's Built-In Traffic Analytics Reports

Stop Recreating the Wheel: HubSpot's Built-In Traffic Analytics Reports

Discover HubSpot's 7 built-in traffic analytics reports. Stop building custom dashboards and use these powerful default tools today.

HubSpot TutorialsData & ReportingMarketing Hub

February 3, 2026

How To Build Your First HubSpot Campaign From Scratch

How To Build Your First HubSpot Campaign From Scratch

Learn how to create a HubSpot campaign from the ground up. Add assets, set goals, and track performance with this practical guide.

HubSpot TutorialsMarketing HubLead Generation

January 28, 2026

Protect Your HubSpot Data: A Complete Guide to CRM Backups and Restoration

Protect Your HubSpot Data: A Complete Guide to CRM Backups and Restoration

Learn how to create, download, and restore HubSpot CRM backups. Protect your data with this practical guide from Sidekick Strategies.

HubSpot Tutorialscrm-setupData & Reporting

January 23, 2026

How To Set Email Frequency Caps In HubSpot (Stop Overwhelming Your Contacts)

How To Set Email Frequency Caps In HubSpot (Stop Overwhelming Your Contacts)

Learn how to set marketing email frequency caps in HubSpot to prevent over-emailing contacts and protect your unsubscribe rates.

HubSpot TutorialsMarketing HubAutomation & Workflows

January 17, 2026

Turn Your Blog Posts Into Social Media Posts (In Minutes, Not Hours)

Turn Your Blog Posts Into Social Media Posts (In Minutes, Not Hours)

Learn how to use HubSpot's AI Assistant to automatically generate social media posts from your blog content in minutes.

HubSpot TutorialsContent StrategyMarketing Hub

January 12, 2026

How To Connect Google Tag Manager With HubSpot: A Step-by-Step Guide

How To Connect Google Tag Manager With HubSpot: A Step-by-Step Guide

Learn how to integrate Google Tag Manager with HubSpot CMS. Improve tracking, speed, and data collection without coding knowledge.

HubSpot TutorialsintegrationsData & Reporting

January 6, 2026

HubSpot My Brand Kit setup (a how-to video)

HubSpot My Brand Kit setup (a how-to video)

How do you setup your HubSpot assets so they look totally on brand with your fonts, colors, logo, and themes? This quick video tutorial teaches you how ...

HubSpot CRMContent HubCMS Hub

December 31, 2025

Master Pipeline Rules in HubSpot: Your Step-By-Step Setup Guide

Master Pipeline Rules in HubSpot: Your Step-By-Step Setup Guide

Learn how to set up pipeline rules in HubSpot to control deal movement, restrict stages, and enforce workflow compliance. Step-by-step guide.

HubSpot TutorialsSales Hubcrm-setup

December 26, 2025

Save Marketing Emails as Templates in HubSpot: A Step-by-Step Guide

Save Marketing Emails as Templates in HubSpot: A Step-by-Step Guide

Learn how to save successful marketing emails as reusable templates in HubSpot to scale your team's email production faster.

HubSpot TutorialsMarketing HubContent Strategy

December 20, 2025

Validate Your HubSpot Tracking Code in Seconds: The Native Method

Validate Your HubSpot Tracking Code in Seconds: The Native Method

Learn how to validate your HubSpot tracking code without extensions. Quick native method takes just seconds. Step-by-step guide inside.

HubSpot Tutorialscrm-setupData & Reporting

December 15, 2025

How To Embed HubSpot CTAs On Any External Website Or CMS

How To Embed HubSpot CTAs On Any External Website Or CMS

Learn how to add HubSpot CTAs to Squarespace, WordPress, and any third-party CMS. Follow our step-by-step guide for seamless integration.

HubSpot TutorialsintegrationsLead Generation

December 9, 2025

Connect Slack to HubSpot and Automate Notifications in 5 Steps

Connect Slack to HubSpot and Automate Notifications in 5 Steps

Learn how to integrate Slack with HubSpot and set up automated notifications. Follow our step-by-step guide to streamline your team's communication.

integrationsAutomation & Workflowscrm-setup

December 3, 2025

Create Button CTAs in HubSpot: Complete Setup Guide

Create Button CTAs in HubSpot: Complete Setup Guide

Learn how to create embedded button CTAs in HubSpot and use them in emails. Step-by-step guide with real examples from Sidekick Strategies.

HubSpot TutorialsMarketing HubLead Generation

November 28, 2025

HubSpot Calculation Properties: Automate Deal Math Like A Pro

HubSpot Calculation Properties: Automate Deal Math Like A Pro

Learn how to create calculation properties in HubSpot to automate deal math, calculate taxes, and streamline your sales data.

HubSpot TutorialsSales Hubcrm-setup

November 22, 2025

How to Use HubSpot Association Labels to Organize Your Contacts and Companies

How to Use HubSpot Association Labels to Organize Your Contacts and Companies

Learn how to create and manage association labels in HubSpot Pro and Enterprise. Organize contacts by role and relationship with step-by-step instructions.

HubSpot Tutorialscrm-setupSales Hub

November 17, 2025

How To Build And Deploy HubSpot CTAs That Actually Drive Results

How To Build And Deploy HubSpot CTAs That Actually Drive Results

Learn how to create and implement HubSpot CTAs across your marketing assets. Track performance and attribute clicks to campaigns with this practical tutorial.

HubSpot TutorialsMarketing HubLead Generation

November 11, 2025

How To Build NPS Surveys in HubSpot Service Hub (Step-by-Step)

How To Build NPS Surveys in HubSpot Service Hub (Step-by-Step)

Learn how to create and customize NPS feedback surveys in HubSpot Service Hub. Follow our step-by-step guide to gather customer satisfaction data.

HubSpot TutorialsService HubData & Reporting

November 5, 2025

Smart Form Questions: How to Use Conditional Logic in HubSpot's New Forms Editor

Smart Form Questions: How to Use Conditional Logic in HubSpot's New Forms Editor

Learn how to add conditional logic to HubSpot forms to ask smarter follow-up questions based on human responses. Complete walkthrough inside.

HubSpot TutorialsMarketing HubLead Generation

October 31, 2025

Track Deal Stages Right From Your Contact Records in HubSpot

Track Deal Stages Right From Your Contact Records in HubSpot

Learn how to add a deal stage tracker card to your HubSpot contact records for quick deal visibility and better sales context.

HubSpot TutorialsSales Hubcrm-setup

October 25, 2025

How to Record and Manage Videos Directly in HubSpot

How to Record and Manage Videos Directly in HubSpot

Learn how to use HubSpot's video capture feature to record, save, and manage videos directly in your portal. Step-by-step tutorial inside.

HubSpot TutorialsContent StrategyMarketing Hub

October 20, 2025

Setting Up Round Robin Meeting Links in HubSpot: A Complete Guide

Setting Up Round Robin Meeting Links in HubSpot: A Complete Guide

Learn how to set up round robin meeting links in HubSpot to distribute scheduling fairly across your team and improve customer experience.

HubSpot TutorialsSales Hubcrm-setup

October 14, 2025

Compare User Access in HubSpot: A Step-by-Step Permission Guide

Compare User Access in HubSpot: A Step-by-Step Permission Guide

Learn how to compare access between two HubSpot users side-by-side. Fine-tune permissions without guesswork using HubSpot's compare access feature.

HubSpot Tutorialscrm-setup

October 8, 2025

Active vs. Static Lists in HubSpot: Which One Should You Use?

Active vs. Static Lists in HubSpot: Which One Should You Use?

Learn the key differences between active and static lists in HubSpot and how to use them effectively for your marketing strategy.

HubSpot TutorialsMarketing HubLead Generation

October 3, 2025

How to Build a Clean Email List in HubSpot: A Step-by-Step Guide

How to Build a Clean Email List in HubSpot: A Step-by-Step Guide

Learn how to create and manage email lists in HubSpot. Build targeted audiences with known email addresses for better campaign results.

HubSpot TutorialsMarketing HubLead Generation

September 27, 2025

How to Automate Deal Creation From HubSpot Payment Links

How to Automate Deal Creation From HubSpot Payment Links

Learn how to set up automatic deal creation when humans pay through HubSpot payment links. Step-by-step guide for Sales Hub users.

HubSpot TutorialsSales HubAutomation & Workflows

September 22, 2025

HubSpot Dashboard Limits: What You Need To Know About Your Subscription

HubSpot Dashboard Limits: What You Need To Know About Your Subscription

Find out how many reporting dashboards you can create with your HubSpot subscription. Learn limits and workarounds for Marketing Hub Pro and beyond.

HubSpot TutorialsData & ReportingMarketing Hub

September 16, 2025

Master Your Brand Kit in HubSpot: Keep Your Logos and Colors Consistent

Master Your Brand Kit in HubSpot: Keep Your Logos and Colors Consistent

Learn how to set up HubSpot's My Brand Kit to manage logos, colors, favicons, and themes across your entire account.

HubSpot Tutorialscrm-setupMarketing Hub

September 10, 2025

Free HubSpot CMS: How to Launch Your Website Without Breaking the Budget

Free HubSpot CMS: How to Launch Your Website Without Breaking the Budget

Learn how to set up HubSpot's free CMS from scratch. Create landing pages, blogs, and forms without paying for premium plans.

HubSpot TutorialsContent Strategycrm-setup

September 5, 2025

Customize Your HubSpot Sales Pipeline: Add & Edit Deal Stages Like A Pro

Customize Your HubSpot Sales Pipeline: Add & Edit Deal Stages Like A Pro

Learn how to add, customize, and manage deal stages in your HubSpot Sales Hub pipeline. Step-by-step guide for sales teams.

HubSpot TutorialsSales Hubcrm-setup

August 30, 2025

Set Up HubSpot Blog Email Subscriptions in 5 Steps

Set Up HubSpot Blog Email Subscriptions in 5 Steps

Learn how to set up blog email subscriptions in HubSpot with custom cadences. Step-by-step guide for daily, weekly, and monthly notifications.

HubSpot TutorialsMarketing HubContent Strategy

August 25, 2025

How Topic Clusters Transform Your SEO Strategy

How Topic Clusters Transform Your SEO Strategy

Learn how topic clusters organize your content for better SEO. We'll show you why Google rewards structured content and how to build your own.

HubSpot TutorialsContent StrategyMarketing Hub

August 19, 2025

Active vs Static Lists in HubSpot: Which One Should You Use?

Active vs Static Lists in HubSpot: Which One Should You Use?

Learn the key differences between active and static lists in HubSpot and when to use each one for better contact management.

HubSpot Tutorialscrm-setupLead Generation

August 13, 2025

HubSpot Presets: How to Set Default User Preferences Across Your Team

HubSpot Presets: How to Set Default User Preferences Across Your Team

Learn how to use HubSpot Presets to manage email signatures, dashboards, and preferences for multiple team members in one place.

HubSpot Tutorialscrm-setupSales Hub

August 8, 2025

How to Create Deal Tags in HubSpot: A Step-by-Step Guide for Sales Teams

How to Create Deal Tags in HubSpot: A Step-by-Step Guide for Sales Teams

Learn how to set up deal tags in HubSpot to prioritize deals by criteria. Follow our step-by-step guide to automate deal organization.

HubSpot TutorialsSales Hubcrm-setup

August 2, 2025

Your Complete Guide to Setting Up HubSpot CMS Domains and Redirects

Your Complete Guide to Setting Up HubSpot CMS Domains and Redirects

Learn how to connect your domain to HubSpot CMS, set up subdomains, and configure redirects. Complete walkthrough for getting your site live.

HubSpot Tutorialscrm-setupContent Strategy

July 28, 2025

Stop Struggling With HubSpot Reports: Master Single Object Reporting Today

Stop Struggling With HubSpot Reports: Master Single Object Reporting Today

Learn how to create powerful single object reports in HubSpot without the custom report builder complexity. Step-by-step guide included.

HubSpot TutorialsData & Reportingcrm-setup

July 22, 2025

Stop the Email Ping Pong: How to Use HubSpot Meeting Links to Schedule Faster

Stop the Email Ping Pong: How to Use HubSpot Meeting Links to Schedule Faster

Learn how to create and share HubSpot meeting links to eliminate back-and-forth scheduling emails and book meetings in minutes.

HubSpot TutorialsSales Hubcrm-setup

July 16, 2025

How To Set Revenue Goals For Sales Reps In HubSpot

How To Set Revenue Goals For Sales Reps In HubSpot

Learn how to establish individual revenue goals for your sales team and track quota attainment in HubSpot Sales Hub.

HubSpot TutorialsSales HubData & Reporting

July 11, 2025

Stop Manually Updating Exchange Rates: Your HubSpot Currency Guide

Stop Manually Updating Exchange Rates: Your HubSpot Currency Guide

Learn how to set up automatic exchange rate updates in HubSpot. Say goodbye to manual currency conversions with this simple setup.

HubSpot Tutorialscrm-setupSales Hub

July 5, 2025

How To Migrate Your Legacy CTAs to HubSpot's New Tool in Minutes

How To Migrate Your Legacy CTAs to HubSpot's New Tool in Minutes

Learn how to effortlessly migrate your legacy CTAs to HubSpot's new CTA tool and unlock better performance reporting.

HubSpot TutorialsMarketing HubData & Reporting

June 30, 2025

How To Build A Customer List In HubSpot That Actually Works

How To Build A Customer List In HubSpot That Actually Works

Learn how to build an effective customer list in HubSpot using lifecycle stage and status properties to identify active customers.

HubSpot Tutorialscrm-setupData & Reporting

June 24, 2025

Track International Sales with HubSpot Currency Exchange Rates

Track International Sales with HubSpot Currency Exchange Rates

Learn how to set up currency exchange rates in HubSpot for accurate multi-currency reporting and deal tracking across global markets.

HubSpot TutorialsSales HubData & Reporting

June 18, 2025

Send Surveys Via Workflows in HubSpot: A Step-by-Step Guide

Send Surveys Via Workflows in HubSpot: A Step-by-Step Guide

Learn how to set up and send surveys through HubSpot workflows. Get step-by-step instructions for this powerful automation feature.

HubSpot TutorialsAutomation & WorkflowsMarketing Hub

June 13, 2025

Build Your First HubSpot Email Template: A Step-By-Step Guide

Build Your First HubSpot Email Template: A Step-By-Step Guide

Learn how to build your first sales email template in HubSpot with personalization tokens and scheduling links. Step-by-step tutorial inside.

HubSpot TutorialsSales HubLead Generation

June 7, 2025

Get Your Own HubSpot Phone Number in 5 Minutes: Step-by-Step Setup

Get Your Own HubSpot Phone Number in 5 Minutes: Step-by-Step Setup

Learn how to set up your own HubSpot phone number for inbound and outbound calling. Follow our simple step-by-step guide.

HubSpot TutorialsSales Hubcrm-setup

June 2, 2025

Customize Your HubSpot Setup: Renaming Default Objects in Minutes

Customize Your HubSpot Setup: Renaming Default Objects in Minutes

Learn how to rename HubSpot's default objects like contacts, companies, and deals to match your business terminology in just a few clicks.

HubSpot Tutorialscrm-setupSales Hub

May 27, 2025

Connect Gmail And Outlook To HubSpot: Your Complete Integration Guide

Connect Gmail And Outlook To HubSpot: Your Complete Integration Guide

Learn how to integrate Gmail and Outlook with HubSpot for seamless email management. Follow our quick setup guide and boost your productivity.

HubSpot Tutorialscrm-setupintegrations

May 21, 2025

The Hidden HubSpot GDPR Setting That's Blocking Your Communications

The Hidden HubSpot GDPR Setting That's Blocking Your Communications

Discover the one GDPR setting in HubSpot forms you're probably missing. Fix it in minutes to enable contact communication and automation.

HubSpot Tutorialscrm-setupAutomation & Workflows

May 16, 2025

HubSpot Forms and Meetings: The Perfect Combo for Seamless Conversions

HubSpot Forms and Meetings: The Perfect Combo for Seamless Conversions

Learn how to combine HubSpot forms and meetings on one page to streamline conversions and eliminate duplicate data entry.

HubSpot TutorialsLead GenerationAutomation & Workflows

May 10, 2025

Smart Form Routing in HubSpot: Direct Contacts to the Right Meeting Page

Smart Form Routing in HubSpot: Direct Contacts to the Right Meeting Page

Learn how to set up conditional logic in HubSpot forms to automatically redirect contacts to different meeting pages based on their answers.

HubSpot TutorialsMarketing HubLead Generation

May 5, 2025

Master Your HubSpot Home Tab: The Setup Guide You've Been Missing

Master Your HubSpot Home Tab: The Setup Guide You've Been Missing

Learn how to customize your HubSpot home tab for maximum productivity. Step-by-step guide to organizing meetings, tasks, and workflows.

HubSpot Tutorialscrm-setupSales Hub

April 29, 2025

Click-Triggered Pop-Ups in HubSpot: Your Complete Setup Guide

Click-Triggered Pop-Ups in HubSpot: Your Complete Setup Guide

Learn how to create click-triggered pop-ups in HubSpot. Capture leads with forms that appear when visitors click buttons on your site.

HubSpot TutorialsLead GenerationMarketing Hub

April 23, 2025

Customize Your HubSpot Deal Cards: Show the Information That Matters Most

Customize Your HubSpot Deal Cards: Show the Information That Matters Most

Learn how to customize deal cards in HubSpot to display the properties most important to your sales team. Quick setup guide inside.

HubSpot TutorialsSales Hubcrm-setup

April 18, 2025

How To Set Up Your Email Sending Domain In HubSpot: A Step-By-Step Guide

How To Set Up Your Email Sending Domain In HubSpot: A Step-By-Step Guide

Learn how to connect your email sending domain to HubSpot in minutes. We'll walk you through each step to get your marketing emails live.

HubSpot TutorialsMarketing Hubcrm-setup

April 12, 2025

Same Object Associations in HubSpot: Connect Related Records Like Never Before

Same Object Associations in HubSpot: Connect Related Records Like Never Before

Learn how to associate contacts, companies, and deals with each other in HubSpot. A practical guide to same object associations.

HubSpot Tutorialscrm-setupData & Reporting

April 7, 2025

Clean Up Your HubSpot: Master Property Groups For Perfect Organization

Clean Up Your HubSpot: Master Property Groups For Perfect Organization

Learn how to set up HubSpot property groups to keep your CRM organized. Step-by-step guide to structure your contact and company data.

HubSpot Tutorialscrm-setupintegrations

April 1, 2025