What you'll learn:
- Get started with HubSpot from scratch and confidently navigate the platform
- Understand what HubSpot does and how the CRM, marketing, sales, and support tools work together
- Manage contacts, companies, deals, tickets, properties, and segments inside HubSpot
- Capture and organize leads using imports, forms, and integrations
- Use HubSpot’s built-in AI features (including Breeze and AI-assisted tools) to work faster and smarter
- Create emails, reports, workflows, and CRM assets more efficiently with the help of AI
- Use HubSpot autonomously for day-to-day CRM, marketing, sales, and reporting tasks
HubSpot for Beginners is a practical crash course designed to help you get started with HubSpot from scratch — even if you’ve never used a CRM before.
Whether you’re a business owner, a marketer looking to upskill, or an employee at a company that uses HubSpot, this course will teach you the core HubSpot fundamentals in under four hours, using clear explanations and hands-on examples.
The course includes brand-new, updated video lessons (2026) with real exercises you can follow along with. You’ll be able to pause the videos, replicate each step inside your own HubSpot account, and immediately apply what you’re learning — no theory overload.
By the end of this course, you will be able to:
Master the HubSpot CRM
Navigate your HubSpot account confidently
Store and manage contact data using HubSpot properties (the foundation of everything in HubSpot)
Add contacts using multiple methods: manual entry, imports, app integrations, and lead capture with forms
Customize your CRM views and manage your email list efficiently
Work with key HubSpot tools
Create and optimize HubSpot forms and embed them on your website
Use filtered views and segments (formerly lists) to quickly find the right data
Communicate effectively with your contacts using HubSpot
Use email features confidently
Send one-to-one emails directly from HubSpot
Create email templates and snippets to save time
Build personalized marketing emails
Create and share meeting links with customers
Stay organized and track performance
Organize your work using HubSpot tasks
Use tickets to manage customer support requests
Create dashboards and reports using HubSpot’s default reporting tools
Explore advanced and AI-powered features
Get a clear overview of advanced tools such as workflows, automation, and reporting
Learn how HubSpot’s built-in AI features (including Breeze and AI-assisted tools) can help you work faster
Manage users and access permissions inside your HubSpot account
You don’t need a paid HubSpot account to follow this course. A free HubSpot account is enough, and we’ll create one together in the first section if you don’t already have one.
Some advanced and AI features are shown on paid plans, but everything is explained clearly so you understand what’s available, what’s optional, and when it makes sense to upgrade.
About the instructor
I’m a certified HubSpot expert, providing HubSpot account management and training services to companies worldwide since 2018. I work with businesses of all sizes and regularly help beginners set up HubSpot correctly from day one.
Here’s what one of my students said:
"I just completed the course — and my only reaction is: WOW! Super valuable for entrepreneurs, consultants, and small businesses. Thalita managed to transfer her rich knowledge in a meticulous and easy-to-follow way. I honestly never knew the actual possibilities of the HubSpot platform (free version) and now I finally do!"
— Tamara Biljman, Content Strategist
You can find more testimonials on my website. I take pride in supporting my students throughout the learning journey, so you’re always welcome to ask questions during the course.
—
Thalita
Disclaimer
HubSpot for Beginners is an independently developed course by Thalita Milan and has not been created, endorsed, or verified by HubSpot, Inc. HubSpot, Inc. has no liability related to this course.
