User Guides

Comprehensive manuals that help you master a specific tool or activity in HubSpot.

    Marketing

    Getting Started with Marketing

    User Guide

    Everything you need to need to know -- and do -- to get started with your HubSpot account. Set yourself up for lasting success by working ...

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    Account CMS
    CRM

    Getting Started with Sales Tools

    User Guide

    Everything you need to need to know -- and do -- to get started with your HubSpot Sales Pro account. This guide covers some CRM ...

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    CRM
    CRM

    Getting Started with the HubSpot CRM Free

    User Guide

    Everything you need to need to know -- and do -- to get started with the HubSpot CRM and Sales tools. This guide shows you how you can ...

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    CRM
    Sales

    Meetings

    User Guide

    Scheduling demos, calls, and appointments shouldn't be so hard. Meetings, a feature of HubSpot Sales Professional, helps make connecting ...

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    Sales Tools
    Marketing

    Blog

    User Guide

    The HubSpot Blog tool combines a simple, streamlined tool for business blog publishing. With integrated analysis and reporting, ...

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    Blogging
    Marketing

    Call to Action

    User Guide

    The HubSpot CTA tool guides you through the process of creating calls-to-action that convert visitors into leads and leads into customers. ...

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    Call-to-Action
    Design

    Design Manager

    User Guide

    HubSpot's Design Manager combines all the tools that designers need to build state-of-the-art websites, while still giving marketers the ...

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    CMS
    Marketing

    Email

    User Guide

    For many marketers, email exists in a silo, disconnected from other lead generation tools and other marketing analytics. In HubSpot, all of ...

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    Email
    Marketing

    Landing Page

    User Guide

    Learn how to use HubSpot's Landing Page tool to convert your website visitors into leads.

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    Landing Pages
    Design

    Website

    User Guide

    The HubSpot Website Page tool is a fully integrated system for managing and optimizing your website. It's built to be simple enough for ...

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    CMS
    Marketing

    Smart Content

    User Guide

    HubSpot's new Content Optimization System helps you deliver Smart Content," or content that is intelligently personalized to your ...

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    Contacts
    Marketing

    Campaigns

    User Guide

    The Campaigns tool helps marketers organize and better execute every campaign that they run. This user guide will not only introduce you to ...

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    Inbound Marketing
    Marketing

    Social Media

    User Guide

    The HubSpot Social Media tools give you total control over your social channels. Take advantage of the deep integration with the HubSpot ...

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    Social
    Marketing

    Contacts

    User Guide

    The HubSpot Contacts tool is central to every other piece of your HubSpot account. You'll use it to keep track of all the different people ...

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    Contacts
    Marketing

    Forms

    User Guide

    Forms are one of the most essential lead generation tools a marketer can use on their website. In this guide, you will learn about how to ...

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    Forms
    Marketing

    Lists

    User Guide

    Whether you're a business that has a relationship with other businesses or you work directly with consumers, you are still focusing on ...

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    Contacts
    Marketing

    Workflows

    User Guide

    Successful marketing automation relies on triggering relevant and timely actions, based on a user's context. HubSpot's Workflows combine ...

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    Social
    Marketing

    Page Performance

    User Guide

    Learn how to use HubSpot's Page Performance tool to assess key metrics on how your site pages are performing in terms of views, keywords, ...

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    SEO
    Marketing

    Reports

    User Guide

    Improving and optimizing your marketing starts with understanding your marketing data. With HubSpot's inbound marketing software platform, ...

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    Reporting
    Marketing

    Sources and Dashboard

    User Guide

    The decisions that your team makes, while developing marketing campaigns, should always be based on your company's historical marketing ...

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    Account
    Marketing

    Events

    User Guide

    Events allow you to track when a visitor performs a specific action on your website. From clicking on a Demo CTA to viewing your Pricing ...

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    Reporting
    Marketing

    Keywords

    User Guide

    The Keyword tool allows you to discover keywords that will help optimize your content for search engines. With metrics like keyword rank, ...

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    Reporting
    Sales

    Calling

    User Guide

    When you place calls from HubSpot CRM, dialing up a prospect is as easy as clicking a single button from their contact record. Type up ...

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    Sales Tools
    Marketing

    eCommerce

    User Guide

    This user guide contains a collection of articles that help you learn how to set up and use a shopping cart integration with HubSpot.

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    Inbound Marketing
    Marketing

    GoToWebinar Integration

    User Guide

    The GoToWebinar Integration takes advantage of HubSpot's powerful marketing tools to help reduce the time it takes for you to create, to ...

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    Inbound Marketing
    Sales

    Salesforce Integration

    User Guide

    The integration between HubSpot and Salesforce is a bridge between your marketing database and your sales database, allowing activity and ...

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    Salesforce
    Sales

    HubSpot Sales Outlook desktop add-in and Office 365 add-in

    User Guide

    This guide covers all aspects of the HubSpot Sales Outlook desktop add-in and Office 365 add-in, including logging and tracking emails and ...

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    Sales Tools
    Sales

    HubSpot Sales Chrome Extension

    User Guide

    This guide covers all aspects of the HubSpot Sales Chrome extension, including logging and tracking emails and using the sales tools from ...

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    Sales Tools