HubSpot Foundations
A guided walkthrough of HubSpot from first login to a working portal — account and user setup, the CRM data model, properties and associations, lists, imports, campaigns, workflows, reporting and the workspaces. Every lesson carries the official HubSpot documentation as a resource.
CURRICULUM
Creating Your HubSpot Account
HubSpot Pricing & Buying Starter
Navigating the Main Menu
Installing the HubSpot Sales Extension for Chrome
Manage Your Profile & Preferences
Connecting Your Email (Gmail)
Connecting Your Email (Outlook)
How to Use IMAP to Connect Your Calendar and Email
Connecting Your Calendar
Setting Up Calling
Configuring Email Logging Settings
Setting Up Your Email Signature
Meeting link
User Authentication & Security Settings
Domains, Email Sending & DKIM/SPF/DMARC
Installing the HubSpot Tracking Code
Connecting Google Analytics & Tag Manager
Configuring Cookie Consent & Privacy Settings
Navigating HubSpot Academy Recommended Courses by Role Certifications vs Practical Enablement
Users, Seats, Teams & Permission Sets
What the CRM Is in HubSpot
Manage object pipelines
What a Property Is
Displaying Properties on Records
Filtering Using Properties
Creating Custom Properties
Standard Property Types
Calculation Properties
Roll-Up Properties
Sync Properties
Full Record View Tour What Views Are
What Associations Are
Contact Lifecycle Stages
Buyer Personas
Automatic Timing Properties
What a List Is
Navigating the Import Tool
Single-Object Imports
Multi-Object Imports & Associations
Exports
Duplicate Management
What Campaigns Are
The Marketing Calendar
Campaign Attribution Overview
Creating a Campaign
Form Automation Basics
What a CTA Is
Marketing Subscription Types
Marketing Contacts
Marketing Emails vs Automated Emails
Email Builder Overview
Connecting Social Accounts
Connecting Ad Accounts
What a Workflow Is
Creating a Workflow
What a Sequence Is
Message Templates
Snippets
Documents & Files
Creating a Dashboard
Standard Report Types
Dashboard Filters
Sharing Dashboards
Customer Success Workspace
Sales Workspace
Help Desk Workspace
Chat flow
Conversations Inbox
HubSpot App Marketplace Overview
Included with Membership
REFERENCE
New to the vocabulary? The RevOps glossary defines every term used in this course — free, no account needed.