HubSpot for Beginners – Master the Basics in a Few Hours

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.