Get Started with HubSpot CRM in 3 Easy Steps

Whether you already have a list of contacts to import or you’re starting from scratch, you’ll want to prepare your lists for import into HubSpot.

At a minimum, you’ll want to have: List Name, First name, last name, and email address.

And the simplest place to start is to collect each list and import it on its’ own. Meaning, “employees”, “vendors”, “clients”, “potential clients”, “family and friends”.

Tips for Importing your List(s) into HubSpot

Voila! Now you have lists in HubSpot!

HubSpot Free CRM allows you to have up to 1,000,000 contacts, so there’s rarely limitations there. If you have data you need to import that isn’t among the standard HubSpot field options, you can create a custom property for just about anything.

Getting Started with Email Marketing

• Go to the Marketing tab, then click Email, then Create Email.
• Click on Regular and then select an email template to start. We suggest using the Newsletter or Welcome email template.
• Add your company logo at the top (you’ll need to import it from your computer)
• Add in a social media block at the bottom and set up the links to your social media channels
• Style the email using your brand colors (go to Design/Template)

And there you have it! You have a simple email template ready for you to fill your content in for your first email send. Check out this guide for more information on using the HubSpot email editor.

After you’ve added in the content you want to share, you’ll then choose from the lists you created to send your email.

Note: Make sure you’ve collected consent from those you plan to email.