HubSpot Systems Administrator
In this learning path, you will learn everything you need to know in order to take over a HubSpot account as an admin. Whether you are an admin for a new HubSpot account, or you're taking over an existing account, you'll learn how to audit your Marketing Hub or Sales Hub accounts, clean up your database, organize workflows, improve email deliverability, and much more.
Learning Path Details
Estimated time to complete
6 hours
Experience
Beginner
This path is for those who want to:
- Audit their HubSpot Marketing and Sales Hub accounts and clean up their CRM database
- Understand lead segmentation, workflows, and email deliverability in HubSpot
- Optimize and manage their HubSpot account in the role of admin
Set up your CRM for success and actively manage users.
Clean up your database and conduct a thorough audit of your account.
Build and optimize workflows to automate marketing and sales processes.
This article from the HubSpot Community will walk you through the step-by-step process to smoothly take over an existing HubSpot account as a new systems administrator.
1 Article (3 minute read)
Whether you’re getting started with the HubSpot CRM, migrating from another CRM, or even if you’re already using the HubSpot CRM and want to gain insight into effective setup, this lesson will walk you through the initial setup tasks for your CRM. You’ll learn why a CRM is important and how the HubSpot CRM is configured.
1 Lesson - 4 Videos (19 minutes)
In this lesson, you will learn how to conduct a comprehensive audit of your HubSpot Marketing Hub and Sales Hub accounts. Following the provided worksheets, you'll audit your content and data, and clean up your database so your team can perform at their best. This lesson is intended for new HubSpot admins or admins looking to improve their account health.
1 Lesson - 3 Videos (15 minutes)
Sync HubSpot with Salesforce for a fast, reliable, and powerful integration between your two databases. With this app, you’ll empower your sales team with valuable data to help them prioritize their outreach, save time, build more meaningful relationships, and close more deals.
1 Lesson - 6 Videos (16 minutes)
1 Lesson - 3 Videos (36 minutes)
This article from the HubSpot Knowledge Base will help you improve your account’s email sending reputation by putting a repair plan in place.
1 Article (2 minute read)
This article from the HubSpot Knowledge Base will show you how you can monitor your account’s email sending reputation by using the HubSpot email health tool.
1 Article (2 minute read)
Duplicate data leads to bad experiences for both your team and your customers. See how HubSpot uses machine learning to identify and merge duplicate records and learn how to use this tool to keep your database clean and tidy.
1 Lesson - 1 Video (2 minutes)
Duplicate data leads to bad experiences for both your team and your customers. See how HubSpot uses machine learning to identify and merge duplicate records and learn how to use this tool to keep your database clean and tidy.
1 Lesson - 5 Videos (18 minutes)
Marketing automation technology can make tasks simpler and easier and help you deliver content to your leads and customers at the right time. In this lesson, you'll learn about the importance of automation and how to get started using workflows, the automation tool in HubSpot.
1 Lesson - 7 Videos (27 minutes)
As your business grows, the number of people creating and editing workflows will likely increase. Learn how to use workflow features, like folders, revisions, the go-to action, and more to stay organized and streamline workflows so that you maintain workflow efficiency.
1 Lesson - 5 Videos (16 minutes)
This blog article will walk you through the steps to audit and cleanup your HubSpot workflows so your account can operate smoothly.
1 Article (3 minute read)
This course covers the basics of being a HubSpot admin.
1 Course - 10 Lessons (3 hours)
- HubSpot Marketing Software Certification - for Marketing Hub customers
- HubSpot Sales Software Certification - for Sales Hub customers
Please take 3 minutes to provide your valuable feedback on the HubSpot Systems Administrator Learning Path.
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