Getting started with HubSpot

One consequence of the coronavirus pandemic is the surge in demand for remote working tools. And one of the best free tools available is HubSpot. But getting started with HubSpot can feel like an arduous task.

However this doesn’t have to be the case. HubSpot CRM has managed to streamline it’s onboarding process. It promises to get you up in running in just 5 days. And best of all, it’s free!

Email Integration

The first step to getting started with HubSpot CRM is to connect HubSpot to your email account. The email integration automatically logs emails and will save you time. But a CRM without any historic mails is useless. 

That’s where a tool like  Threads can help. Threads can import your entire historic email for a cost-effective one off fee and means you will hit the ground running.

Importing Contacts

The next step is to import your contacts. Contacts can be imported from a spreadsheet. Gmail users can also import their contacts directly.

Even better, if you opt for one of Threads’ monthly subscription plans, every time you add a new contact, Threads will automatically attach any emails to that contact. 

Set Up Your Team

Once you have your data in HubSpot CRM, then it’s time to get your team using HubSpot CRM. You can add and delete users as well as setting permissions.

Even if there are members of your team that won’t be using HubSpot on a day to day basis, we recommend using Threads to sync their email as well. That way you will also capture their important communications meaning that you don’t miss a thing! 

It also means that you don’t have to remind your team to forward their emails to a central repository as Threads does the hard work for you.

 Visit the App Marketplace

Now that you are up and running, you can find a whole suite of other integrations in the HubSpot App Marketplace.  These apps are designed to make your HubSpot experience even smoother and ensure that HubSpot is synced up with your other remote working tools. 


Whatever your reason for using HubSpot CRM, we are sure you won’t be disappointed. Give it a try today and see why it is the fastest growing CRM for SMEs.