<aside> ✅

Follow along with the tutorial Tick each box as you go. Do not try to do it all in one sitting. Start with the CRM core first: signup, data model, import, email sync, and one pipeline. Then layer the rest on top.

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HubSpot CRM Tutorial 2026

https://www.youtube.com/watch?v=l3rej0pr0xo

HubSpot x Clay Integration:

https://www.youtube.com/watch?v=UwG7CHw1M5M

🎁 Free resources

🤖 Prompt: Auto-pull conversations from email and notetaker into pipeline deals

Claude routine prompt

🚀 Before you start

⚙️ 1. Sign up and set defaults

🧭 2. Find your way around

🧱 3. Understand the data model

🎯 4. Lifecycle stage vs lead status

📥 5. Import your data

📧 6. Connect email, calendar, and inbox

🛠️ 7. Customize properties and records

🧩 8. Lists and segmentation

💰 9. Deals and pipeline

📣 10. Sales, Marketing, and Service tools

🔁 11. Automation with Workflows