HubSpot CRM Training in Shimla

HubSpot CRM Training Syllabus (20 Hours)

Mode: Live Online / Offline | Level: Beginner to Intermediate | Total Hours: 20 hrs

Module 1: Introduction to CRM & HubSpot (1.5 hours)

• What is CRM?

• Benefits of using a CRM system

• Overview of HubSpot ecosystem

• HubSpot CRM vs traditional CRMs

• Types of HubSpot Hubs: Marketing, Sales, Service, CMS, Operations

Module 2: Getting Started with HubSpot CRM (2 hours)

• Creating a HubSpot account

• Navigating the HubSpot dashboard

• Setting up user roles & permissions

• CRM settings & configurations

• Connecting your business email with HubSpot

Module 3: Contacts, Companies & Deals Management (3 hours)

• Creating and importing contacts

• Organizing data with properties

• Managing companies and associations

• Creating and managing deals

• Using filters and views for segmentation

Module 4: Sales Pipeline & Automation (2 hours)

• Understanding the sales funnel

• Setting up custom deal stages

• Creating multiple pipelines

• Task management & follow-ups

• Using workflows for automation (basic level)

Module 5: Email Marketing in HubSpot (2.5 hours)

• Designing and sending email campaigns

• Managing email lists

• Personalization & smart content

• A/B testing

• Analyzing open rates and click rates

Module 6: Forms, Lead Capture & Landing Pages (2 hours)

• Creating embedded forms and pop-up forms

• Integrating forms with landing pages

• Lead scoring basics

• Tracking form submissions and lead sources

• Introduction to HubSpot CMS (basics)

Module 7: Reporting & Analytics (2 hours)

• Dashboard overview

• Customizing reports

• Tracking sales performance

• Monitoring contact activity

• Exporting and sharing reports

Module 8: Integrations & Productivity Tools (1.5 hours)

• Connecting HubSpot with Gmail/Outlook

• Calendar and Meeting scheduling

• HubSpot Chrome Extension

• Integrating with tools like Zoom, Slack, Google Sheets, etc.

• Using the HubSpot mobile app

Module 9: Real-Time Project + Internship Orientation (2.5 hours)

• Design and launch a real campaign using HubSpot

• Hands-on: Contact management, lead nurturing, basic automation

• Internship task briefing & weekly tracker

• Preparing portfolio & showcasing experience

• Guidance for placement interviews

Outcomes:

• Confidence using HubSpot CRM tools

• Hands-on project for resume/portfolio

• Foundation for digital marketing, sales, or CRM job roles

• Certificate of Completion + Internship experience

  Download Syllabus - HubSpot CRM
  This syllabus is not final and can be customized as per needs/updates