--- title: How to get started with HubSpot CRM description: Have to just switched in a Free or Starter version of HubSpot CRM and want to know how to use it? This handy video guide will show you the basics to get image: https://blog.ucidity.com.au/hubfs/How%20to%20get%20started%20with%20HubSpot%20CRM.jpg --- [![Ucidity Logo white](https://blog.ucidity.com.au/hubfs/Ucidity_Logo_white.svg "Ucidity Logo white")](https://ucidity.com.au) - Solutions - [HubSpot CRM Services](https://ucidity.com.au/services/crm-services/) - [HubSpot Onboarding](https://ucidity.com.au/services/crm-services/hubspot-onboarding/) - [HubSpot Optimisation](https://ucidity.com.au/services/crm-services/hubspot-optimisation/) - [Success Stories](https://ucidity.com.au/success-stories/) - Resources - [Blog](https://blog.ucidity.com.au/) - [About](https://ucidity.com.au/about-us/) - [Team](https://ucidity.com.au/about-us/#team) - [Case Studies](https://ucidity.com.au/success-stories/) - [Contact Us](https://ucidity.com.au/contact-us/) menu close - Solutions - [HubSpot CRM Services](https://ucidity.com.au/services/crm-services/) - [HubSpot Onboarding](https://ucidity.com.au/services/crm-services/hubspot-onboarding/) - [HubSpot Optimisation](https://ucidity.com.au/services/crm-services/hubspot-optimisation/) - [Success Stories](https://ucidity.com.au/success-stories/) - Resources - [Blog](https://blog.ucidity.com.au/) - [About](https://ucidity.com.au/about-us/) - [Team](https://ucidity.com.au/about-us/#team) - [Case Studies](https://ucidity.com.au/success-stories/) - [Contact Us](https://ucidity.com.au/contact-us/) - [Bite-Sized Branding](https://blog.ucidity.com.au/tag/bite-sized-branding) - [Digital Marketing](https://blog.ucidity.com.au/tag/digital-marketing) - [Inbound Marketing](https://blog.ucidity.com.au/tag/inbound-marketing) - [HubSpot CRM](https://blog.ucidity.com.au/tag/hubspot-crm) - [CRM](https://blog.ucidity.com.au/tag/crm) - Subscribe ### Subscribe to Our Blog Stay up to date with the latest marketing, sales, and service tips. # How to get started with HubSpot CRM [![John Hill](https://blog.ucidity.com.au/hubfs/John%20Hill%20-%20Headshot%20-%20Square%20-%201024%20x1024.jpg) Written by John Hill](https://blog.ucidity.com.au/author/john-hill) ![Front Office vs Shop Floor: Balancing CRM and ERP for full efficiency](https://blog.ucidity.com.au/hubfs/Manufacturing%20CRM%20vs%20ERP.jpg "Front Office vs Shop Floor: Balancing CRM and ERP for full efficiency") [![John Hill](https://blog.ucidity.com.au/hubfs/John%20Hill%20-%20Headshot%20-%20Square%20-%201024%20x1024.jpg) Written By: John Hill](https://blog.ucidity.com.au/author/john-hill) #### [Front Office vs Shop Floor: Balancing CRM and ERP for full efficiency](https://blog.ucidity.com.au/crm/manufacturing-crm-vs-erp) [CRM](https://blog.ucidity.com.au/topic/crm) [Manufacturing](https://blog.ucidity.com.au/topic/manufacturing) [ERP](https://blog.ucidity.com.au/topic/erp) ### Editor's Picks for February 2019 ![John Hill](https://blog.ucidity.com.au/hubfs/John%20Hill%20-%20Headshot%20-%20Square%20-%201024%20x1024.jpg) [John Hill](https://blog.ucidity.com.au/author/john-hill) wrote — October 14, 2024 #### [How to Stop Sales Leads from Falling Through the Cracks](https://blog.ucidity.com.au/crm/stop-sales-leads-falling-through-the-cracks) ![John Hill](https://blog.ucidity.com.au/hubfs/John%20Hill%20-%20Headshot%20-%20Square%20-%201024%20x1024.jpg) [John Hill](https://blog.ucidity.com.au/author/john-hill) wrote — December 9, 2025 #### [How to install the new Outlook HubSpot Sales Plugin](https://blog.ucidity.com.au/crm/new-outlook-hubspot-sales-plugin) ![John Hill](https://blog.ucidity.com.au/hubfs/John%20Hill%20-%20Headshot%20-%20Square%20-%201024%20x1024.jpg) [John Hill](https://blog.ucidity.com.au/author/john-hill) wrote — October 21, 2025 #### [Was HubSpot impacted by the recent AWS outage?](https://blog.ucidity.com.au/crm/hubspot-aws-outage)  Content Marketing,Content Marketing,Content Marketing |  2 min read [mailto:?subject=https://blog.ucidity.com.au/crm/how-to-get-started-with-hubspot-crm](mailto:?subject=https://blog.ucidity.com.au/crm/how-to-get-started-with-hubspot-crm)   Welcome to our step-by-step guide on "How to Get Started with HubSpot" - 2023 version. This video is the perfect starting point for anyone considering HubSpot as their CRM, anyone new to HubSpot or those looking to refine their understanding of this powerful platform's core features. HubSpot, the world-class CRM platform, offers an extensive suite of sales, marketing, and service tools to streamline your business processes, nurture your customer relationships, and propel your business growth. But getting started might seem daunting – that's where this video comes in. Here's what we'll cover: - 0:55 How to get a new free HubSpot account - 3:50 How to get your contacts into HubSpot - 5:53 How to break up your contacts into smaller groups 10:15 How to email people using HubSpot - 14:30 How to generate leads using HubSpot - 20:25 How to track Sales using HubSpot (sales deals, sales tasks) - 28:48 How to save time with automation in HubSpot (meeting and email automation) - 36:35 How to make better business decisions with the help of HubSpot By the end of this video, you'll have a solid foundation to navigate your way around HubSpot and start utilizing its features for your business needs. Please like this video, subscribe to our channel, and hit the bell icon to get notified about our upcoming content. We constantly bring you tips, tricks, and tutorials to help you master the digital marketing world with HubSpot. Looking for a full demonstration of HubSpot? We love helping business grow. Part of this is making sure their back-end systems are built to support growth and scalability. If you're curious to see what HubSpot is capable of jump to our booking page at [https://hubs.la/Q01VLB9500](https://hubs.la/Q01VLB9500). We regularly roll out all levels of HubSpot including Starter, Professional and Enterprise - so go ahead - jump online and take advantage of our team's extensive HubSpot knowledge and experience.  Published on March 08, 2024 ## Recommended reading ![HubSpot Tip of the Month: Website goal tracking](https://blog.ucidity.com.au/hubfs/HubSpot%20Tip%20of%20the%20Month%20-%20Website%20goal%20tracking.png) ### [HubSpot tip of the month: Website Goals](https://blog.ucidity.com.au/crm/hubspot-tip-of-the-month-website-goals) ![](https://blog.ucidity.com.au/hubfs/Ucidity%20-%20How%20to%20squeeze%20more%20out%20of%20your%20website%20without%20spending%20much%20money%20(20200417)_Banner%20Video.jpg) ### [How to squeeze more out of your website without spending much money](https://blog.ucidity.com.au/inbound-marketing/squeeze-more-out-of-website-without-spending-money) ![](https://blog.ucidity.com.au/hubfs/Ucidity%20-%20Blog%20Post%20Banner%20-%20HubSpot%20tip%20of%20the%20month%20-%20HubSpots%20Inbuilt%20Content%20Generator.jpg) ### [HubSpot Tip Of The Month - June 2023: HubSpot's Inbuilt Content Generator](https://blog.ucidity.com.au/hubspot/tip-of-the-month/hubspots-inbuilt-content-generator) ![](https://blog.ucidity.com.au/hubfs/Ucidity%20-%20February%20Blog%20Banners%20-%20How%20Does%20HubSpot%20Stack%20Up%20Against%20Salesforce.jpg) ### [How Does HubSpot Stack Up Against Salesforce](https://blog.ucidity.com.au/crm/how-does-hubspot-stack-up-against-salesforce) [![Ucidity Logo white](https://blog.ucidity.com.au/hubfs/Ucidity_Logo_white.svg "Ucidity Logo white")](https://ucidity.com.au) ## **02 9000 1057** info@ucidity.com.au Level 11, 189 Kent St Sydney NSW 2000 - ### Quicklinks. - [HubSpot CRM Services](https://ucidity.com.au/services/crm-services/) - - [HubSpot Onboarding](https://ucidity.com.au/services/hubspot-onboarding/) - - [HubSpot Optimisation](https://ucidity.com.au/services/hubspot-optimisation/) - - [HubSpot Training](https://ucidity.com.au/services/hubspot-training/) - - [HubSpot Demos](https://ucidity.com.au/hubspot-demo/) - [Website Terms of Use](https://ucidity.com.au/website-terms-of-use/) - [Privacy Policy](https://ucidity.com.au/privacy-policy/) ### Get in touch with us. 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