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How do I use HubSpot for contacts?



How do I use HubSpot for contacts?


If you're looking at HubSpot as the next best thing since sliced bread (or even better!), then it may be time to think about using their free CRM tool to manage your customers' relationship with your company. While there are plenty of other companies who offer similar services, HubSpot has been making waves lately due to its user-friendly interface that makes it easy to navigate. Plus, they have great training resources, so learning is never difficult!

HubSpot's main focus is on helping businesses manage both internal and external communications more effectively. It also helps them keep track of all aspects related to sales and marketing from leads through conversion. But what does that mean when it comes to actually communicating with contacts via emails or phone calls? How can you take advantage of HubSpot to improve communication between your business and clients? Learn below how to find out.

How do you send an email to a contact?

To begin creating new contacts within HubSpot, first log into your account by clicking the'sign up' button. The page will automatically open up a form where you need to enter information such as name, address, phone number, etc., which should already be filled out if you've previously registered. You must provide some basic personal details including name, gender, birthday, and occupation before moving on to create a profile. This helps HubSpot determine what kind of data needs to be collected based on your location area, age, marital status, income level, education background, children living at home, hobbies, interests, and any additional information you deem important. Once finished, click "Next" and select whether you want to receive updates from HubSpot or not. If you choose yes, then you will receive regular newsletters containing news, tips, coupons, events, and special offers. Then just fill out the rest of the forms until you reach the end of the process.

Once done, click on the blue link under "Create Contact." On this screen, you will see two options in red - Create User Information & Edit Profile. Click on the latter one. Now, depending on your previous inputted info, you will either have three tabs titled Personal Info, Address, or Phone Number. For example, if you selected "Address," you would go straight to the tab labeled "Add New Street Address Line 1, 2, 3..." However, if you chose "Phone Number," you'd head over to the Tab titled "Edit Primary Phone Number..." After selecting whichever option suits your situation, simply type in your desired numbers/addresses and hit save once again. From here on, you can add multiple addresses per person while adding different phones per household member. When you finish entering everything, just make sure to check off each box beside each category such as Home Address, Work Location, Cell Phones, Email Addresses, Social Networks, etc. Next, write down whatever else you feel necessary and then press Save Changes.

Now, after completing these steps, you should have created a contact record specific to yourself. In order to edit and assign tasks to your newly made contact, follow these simple instructions:

Click on the pencil icon next to his or her name.

Select "Contact Details" and then scroll down to the section called "Tasks." Here, you can add things like meeting dates, reminder messages, notes, and much more. Don't forget to set up alerts for upcoming meetings and appointments, as well as deadlines.

How do you use HubSpot?

After setting up your own contacts, you can now access various sections of HubSpot to help you gain insight into your client database. By logging into your account, you will notice four colorful boxes across the top that say Leads, Contacts, Lists, and Tasks. To view your existing lead records, click on the green circle labeled "Leads." This will bring up a window showing you all current leads. Below the picture, you will see fields that include Name, Company, Gender, Date Created, Updated, Status, Client ID, Notes, Follow Up Schedule, Lead Source, Lead Type, Interested in Free Trial, and Relevant Skills. Simply click on each field to reveal more detailed information, such as names, birthdays, work locations, and more.

In addition to viewing your entire list, you can switch over to the orange circle labeled "Contacts" to look at individual profiles. Each row contains relevant information regarding the chosen contact, including First Name, Last Name, Age, Occupation, Birthday, Relationship, Email, Mobile, Language, City, State Code, Zip code, Additional Information, Comments, Photos, Notes, History, and Messages. Just click on any part of the row to expand further. And don't worry if you haven't yet entered anything under "Additional Information"; you still have enough time to do so.

Lastly, if you wish to filter certain people out of your search results, just click on the purple circle labeled "Lists". Listed beneath every item are columns displaying labels such as All Contacts, Active Contacts, Pending Approval, Delegated to Someone Else, Waiting Review, Duplicate List Items, and View Only Selected Labels. So, if you only wanted to see active leads, you could click on "Active Contacts" instead.

One last tip before we move onto our next lesson: you can sort your contacts according to preferences using the dropdown menu located right above. Choose how many rows you want displayed at a time. There are seven choices available, ranging from 100 to 500 contacts.



How do I get started with HubSpot?

So far, we've covered how to basically add contacts, but how exactly do you use HubSpot to organize and manage those listed individuals? Well, to answer this question, let us discuss using Lists. Since we used Lists earlier during registration, we won't cover it too thoroughly. Instead, we'll briefly touch upon why it might prove useful later.

You probably know that most businesses have numerous products and services offered to customers. Therefore, keeping track of all of these can become quite overwhelming without proper organization. That said, hubs allow you to group items together in categories. In the case of HubSpot, you can categorize your leads into groups, thus allowing you to easily identify which ones require immediate attention. As mentioned before, you can also apply filters to narrow down your searches. Also, you can utilize hubs to highlight deals, promotions, and discounts. These features make it easier to stay organized and focused on your goal. Furthermore, once you have completed assigning tasks to others, you can monitor assignments via hub reports. They give you insights regarding the amount of leads assigned to someone, along with productivity rates. Another feature worth mentioning is the ability to convert prospects into paying customers. With HubSpot, you can quickly change leads from non-paying to paid accounts. Not only does this simplify billing, but it saves you money by preventing extra charges on unnecessary subscriptions.

But wait, aren't HubSpot primarily known for its CRM capabilities? Yes, however, it doesn't stop there. Other than organizing, tracking, and converting leads, you can also use HubSpot to remind your team members of upcoming tasks. Or perhaps you want to schedule a call with a particular prospect. No problem, HubSpot allows users to plan meetings and appointments directly from their calendars. Additionally, you can use it to share documents with colleagues via file sharing centers. Lastly, having trouble deciding which product or service to promote to which client? Use HubSpot Market Finder to compare prices among competing vendors.

It seems like HubSpot really has something for everyone, regardless of industry or size. Its flexibility and ease-of-use certainly outweigh the price tag of $29/month. Is HubSpot easy to learn? Absolutely! Check out this video to watch a demonstration of how to perform several tasks: https://vimeo.com/25178818.

The number of times that a user needs to log into an application or website can be extremely frustrating if the interface isn't easy-to-navigate. HubSpot has been around since 2006 as one of the top online marketing platforms for businesses looking to grow their brand presence on social networks and across other websites. The platform was created by founder Dharmesh Shah who started out with his own company called WebFluence. He eventually sold that company but retained its technology which became known as HubSpot. Today, more than 5 million users worldwide rely on HubSpot software to manage hundreds of millions of leads from all over the world.  If you're wondering just what does HubSpot actually offer? And why would someone want to join such a large organization? This article will help answer both questions!

In order to understand exactly what HubSpot offers, let’s first take a look at some background information about the company itself. A quick search on Google shows that there are multiple articles written about HubSpot -- most of them negative news stories. Those headlines typically focus on high fees and poor service. However, those same people may have never heard about the many success stories and testimonials available on HubSpot's site (hubspot.com). HubSpot offers three different plans depending upon whether you need 10, 50 or 250 seats under a standard 12 month contract agreement along with hosting packages. If you plan to host your applications solely within your local area then you might consider using our $9.95 per month Starter package. For everyone else, we recommend signing up for one of two Enterprise Packages - either the Business Plus Package ($29/month) or Professional Package ($49/month). Both of these options include unlimited email addresses, phone lines, and hosted domains while also offering access to advanced analytics.  There are additional benefits when you sign up under any of these plans including discounts on services like office space, web design, branding and advertising. You can even get discounts on some popular third party apps like SalesForce.

Now that you know where HubSpot came from, let’s talk about exactly what they do best…how to work at HubSpot.

How do I use HubSpot for business?

When you create accounts with HubSpot, you can choose between creating a profile only or adding a contact form onto each page. Once you register your account with us, you are provided with numerous ways to customize your homepage based off of industry and location. As mentioned earlier, there are various pricing tiers so we suggest trying out the free option before committing to a larger budget. Let’s say that you run a small medical practice. One way to set yourself apart from others is to add a photo of yourself right on your home page. Another great idea is to make your bio stand out by putting your name directly above your picture. It doesn't matter what type of business you have because every professional looks good in pictures. When visitors come to your website, they really don’t care about everything else except for your face. So go ahead and upload your headshot now! After setting up your basic details, you can begin building out your campaigns.

A campaign is basically anything related to sales, marketing or lead generation. Every time someone visits the hubspot blog, they see something similar to this menu bar. In addition to posting new content, you could also link your blog posts to specific landing pages. There are plenty of templates already built into HubSpot so you will not have to invest much money to get things going. Your goal should always be to keep your readers engaged through quality content. They must feel confident that you truly "get" them and their problems. Content is king and once you establish yourself as expert, word of mouth will spread quickly. Remember, you want to build trust whenever possible. People tend to spend time researching products and services prior to making a decision on which ones to purchase. By providing helpful tips and resources via your blog, you can position yourself as a leader in your field. Allowing your audience to connect with you is crucial, especially in today’s highly competitive market place. Don’t forget to check back often to post updates about promotions and special deals too!

Once you decide to pursue further education in certain areas, you can opt for a certification program offered by HubSpot University. These courses provide real hands on training for anyone interested in learning more about internet marketing strategies. Each course includes several hours of video instruction, quizzes and tests so that students gain valuable knowledge and skills needed to succeed in the ever changing digital marketplace. Not sure what certifications to pursue? Here are few suggestions according to industry:

Digital Marketing Specialists: Digital marketing encompasses many types of techniques to promote brands and attract customers. Becoming certified is a smart move considering that almost half of employers expect potential candidates to hold a degree in computer science or engineering.

Sales & Marketing Professionals: Many companies require prospective employees to obtain a bachelor's degree or higher in a relevant subject. But what happens after graduation? To qualify for leadership roles, executives need specialized training in a particular field. That means you'll have to go beyond earning a diploma and earn credentials that prove experience is worth paying for. Certification programs allow employers to assess your expertise, abilities and commitment. Earning certification demonstrates that you've put in the hard yards and earned your stripes.

Hospitality Industry Pros: With the hospitality industry being hit harder than any other sector due to COVID19, it's no wonder that employers seek qualified workers who possess strong problem solving skills. Certifying in Hospitality Management helps you develop and execute effective solutions for complex challenges.

As you can tell, working at HubSpot gives you the opportunity to learn about numerous industries and technologies that will benefit you throughout life. Of course, having said that, you aren't required to stay with HubSpot forever. Just because you decided to become part of their team doesn't mean that you have to stick around for years. While it’s true that getting hired depends heavily on your resume and portfolio, you still have control over choosing which positions you prefer. Most importantly, you can change careers anytime without worrying about losing your current salary or benefits. Some career paths simply overlap so there shouldn't be a reason to stay in a job longer than necessary.

Let’s recap what we learned here. First, HubSpot provides users with customizable themes so that they can easily navigate through the dashboard and find useful data. Second, you can utilize HubSpot’s Lead Generation features to engage with existing clients and prospects. Thirdly, HubSpot comes equipped with a variety of tools to help you reach your goals faster. Lastly, if you want to switch jobs, you won't lose your current salary or benefits unless you signed a full employment contract. Now that you have a better understanding of what HubSpot is all about, let’s discuss what makes HubSpot unique among competitors.

What is HubSpot used for?

We covered quite a bit regarding HubSpot’s core competency -- selling. No joke, HubSpot is named as one of Inc 500 Magazine’s fastest growing privately held companies in 2014 and 2015. Aside from that, HubSpot is responsible for helping countless entrepreneurs launch successful startups. According to Entrepreneur magazine, HubSpot helped 71% of founders increase revenue during 2016. Overall, HubSpot saves businesses thousands of dollars annually. Other statistics show that HubSpot generated nearly 1 billion database records last year alone. Considering that HubSpot averages 3.3 billion monthly interactions for its customers, it seems safe to assume that HubSpot made a huge impact on the overall economy last year.

Another interesting fact about HubSpot is that it boasts the largest network of thought leaders amongst marketers and technologists. HubSpot regularly hosts events featuring speakers ranging from CEOs to CFOs to venture capitalists. Companies like Microsoft, LinkedIn, Facebook, Twitter and Pinterest have all utilized HubSpot's event capabilities to bring together influential professionals. At these conferences, attendees receive invaluable insight and guidance that can boost productivity and drive growth. Additionally, HubSpot partners with big names like Cisco Systems, Deloitte Consulting LLP, Evernote, GitHub, PayPal Holdings PLC and Square Inc.

Lastly, HubSpot allows individuals to track metrics associated with their daily activities. From there, they can analyze trends and try to improve future performance. Having a robust analytical system in place can significantly enhance productivity. Data can help determine which marketing tactics work best and assist in planning budgets accordingly. Ultimately, it improves ROI. This feature is very beneficial for teams whose main objective is to generate leads and close sales.

How is it to Work at HubSpot?

You probably noticed that HubSpot focuses primarily on selling. Even though HubSpot has managed to expand its scope to other fields, its mission remains the same -- to solve pain points for individual clients. Although the term “pain point” sounds pretty broad, think of it as the biggest obstacle standing in front of a client. Pain points vary greatly for each person and depend mostly on personal preference. Think of it as a major roadblock preventing you from reaching your destination. Before launching your product, you can identify the exact reasons behind potential consumers' hesitation towards buying your product. Then, you can formulate a strategy designed to tackle obstacles and overcome resistance. On the flip side, if you sell physical goods, identifying pain points involves thinking of items that shoppers usually buy instead of yours.

HubSpot is the leading provider of cloud-based marketing software that helps small businesses grow their business through effective lead generation and conversion optimization. It has been used by over 10 million professionals worldwide including more than half of the Fortune 500 Companies.

The platform offers all kinds of features from automated campaigns management to social media integration as well as powerful analytics so marketers can make informed decisions about their future growth strategies. If you are new to HubSpot or looking at using it for the first time, check out our easy guide on how to get started with HubSpot today!

In this article we will discuss some important questions related to Contacts within HubSpot such as How Do I Use HubSpot For Contacts?, Can You Add A Contact In HubSpot Without An Email?, How To Add A Contact To Your List And What Is The Difference Between Lists & Contacts.

Does HubSpot automatically Create companies?

No, HubSpot does not create companies automatically. If you want to set up multiple companies under one account then you should follow these steps:

Go to Start > New Account

Choose which type of company you would prefer (e.g., Individual) and click Next Step. This step allows you to specify if you wish to have different information sets for each individual company. Click Finish when done.

When creating companies there are two options available - Single Line Products and Multiple Product Lines. When choosing between them you need to consider what kind of products/services you offer since they may affect things like branding, tracking, etc.

Single line product means that every client purchased directly from you is counted as a single sale regardless of whether they bought several items or only 1 item. Therefore in order to count clients who've made purchases but haven't yet paid for them, you must manually assign them to a separate "Pending" company.

Multiple lines mean that sales from clients who've already paid for certain services or products won't be counted until after payment. They're still considered as part of your main company however.

Another thing worth mentioning here is that while setting up companies, you don't necessarily have to select either option. Instead you could just choose both so that even those customers who've paid for specific service aren't counted as part of a particular company.

Can you Create a contact in HubSpot without an email?

Yes, you can Create a contact in HubSpot without an email address. However, in most cases you'd probably want to use emails because having an email associated with someone makes it easier to manage them later down the road.

On the other hand, you could also skip email addresses altogether and instead associate phone numbers with people to identify them better. Then whenever you run automatic calls via IVR systems, you wouldn't have to worry about missing messages.

However, keep in mind that phone number associations might cause issues especially if you plan to send text message alerts. For example, let's say you registered 2 accounts with same name and email address. Now you decide to change one of the names to something else and update the other person's info too. Unfortunately, now when you try sending text message alert to that newly updated email address, it doesn't go through due to duplicate entry.

That said, if you intend to use SMS alerts anyway, you might want to stick to email association.

How do you add a contact to your list?

Here are few ways to add contacts into your HubSpot list:

1. Using Search Bar located above All My Content tab. Type in any relevant keywords and search results will appear below. Select the right one(s), hit enter, and click Submit.

2. From People section, you can import existing contacts from Google Contacts, Outlook Address Book, LinkedIn, Facebook or Twitter. Or alternatively upload Excel file containing CSV data.

3. Once you log into hubspot admin panel you could access Contacts area where you will see various dropdowns listing possible sources for importing contacts. Simply pick whichever ones apply best to your situation.

4. There is another way to find contacts in HubSpot. Go to Home page, scroll down and hover mouse pointer over Anywhere link near bottom right corner. That opens a popout window with a search bar. Enter a keyword and press Get Results button.

5. Once you finish adding contacts, you can view summary statistics for the entire list via Reports & Analytics menu. Here you can analyze performance of your campaign based upon metrics such as total leads generated, average close rates, cost per lead, cost per acquisition, revenue per subscriber, referral rate, etc.

6. Another great feature inside Contacts is ability to filter entries according to status like Active, Pending, Archived, Deleted, etc. So if you have hundreds of entries to deal with, filtering them out according to status becomes essential.

7. Also remember to export your own custom list before deleting old records to avoid losing valuable content. Export contacts via File " Download Selected Data..

8. Finally, if you want to delete contacts entirely, simply drag and drop them onto Trash icon located next to Delete button. On top of that, you can easily transfer bulk actions to others via Edit Menu. Just select Transfer Actions and fill in appropriate fields.



How do I add an email to my HubSpot list?

Once again, there are many ways to attach an email to a record. Below is brief description of 3 popular methods.

1. Via Attachments menu located next to Action buttons. First you need to upload documents (.doc,.pdf,.xls,.ppt,.jpg). After uploading, select desired document type and hit Save Document. You can also browse files stored locally or remotely.

2. Alternatively, you can take advantage of built-in Mail Merge function. By selecting Person Info Tab and clicking Manage Fields, you will be able to configure details regarding recipients. Remember to enable Send E-mail Notification Messages prior to running mail merge process. Otherwise, you won't receive e-mails once changes are applied.

3. Lastly, you can utilize Smart Forms functionality. As long as form contains required fields, smart forms will scan responses and copy selected information to corresponding records.

What Is The Difference Between Lists & Contacts?

Lists play similar role as contacts do in terms of keeping track of customers' history. But unlike contacts, lists allow users to organize collected data into categories. That way they can quickly grasp overall picture of their pipeline. Plus, they come handy when dealing with multi-step processes.

For instance, let's imagine a restaurant owner wants to know exactly how much money he spent last month on catering his employees birthday parties. He could open Caterers list, sort caterer entries by date range, and figure out amount spent accordingly.

Contacts work similarly although its scope is slightly broader. Let's assume that you own a cleaning company called Cleaning Service LLC. One day you decided to treat yourself and had a nice dinner party. Afterwards, you went home and realized that you left trash bags behind. Luckily, you remembered to bring them back tomorrow. Unfortunately though, by morning they were gone. Thus, you opened Bills Reminders list and added a new task labeled CLEANING SERVICE LLC stating that bags were stolen. After doing that, you noticed that you received notification saying that bill was sent. Since you didn't expect it, you weren't prepared to pay. Fortunately, you did end up paying and never heard anything further from the thief.

As mentioned earlier, lists serve as collection points for incoming requests whereas contacts contain information regarding active interactions. Hence, if someone sends you an invitation, chances are good that they'll show up somewhere in your Contacts. On the contrary, if you mailed somebody a letter, odds are high that you'll find mention of it in Bills Reminder list.

To sum everything up, when deciding which method to employ, think carefully about what types of activities you want to integrate into your system. Most likely you'll opt for Contacts unless you require advanced customization capabilities.

Hope you enjoyed learning about HubSpot. Feel free to share any thoughts, comments or suggestions below.


Author

Mathieu Picard

CEO, Anyleads, San Francisco

We are the leading marketing automation platform serving more than 100,000 businesses daily. We operate in 3 countries, based in San Francisco, New York, Paris & London.

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