HubSpot CRM tutorial for beginners 2025 | Import, Export, and Organize Contacts

HubSpot CRM tutorial for beginners 2025 | Import, Export, and Organize Contacts

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HubSpot CRM tutorial for beginners 2025 | Import, Export, and Organize Contacts
📊 In this HubSpot CRM tutorial for beginners, we guide you through the basic contact management processes—including how to import, export, filter, organize, and update contacts. You'll also learn how to set up HubSpot forms and connect your Gmail to HubSpot. Book your free consultation: https://meetings.hubspot.com/gabrielleparis/marketing-consultation-link 🎯 In this video, you’ll learn: * How to import contacts into HubSpot from a spreadsheet * Create contacts manually or via Gmail/Outlook * HubSpot forms for lead capture * Contact segmentation with filters * Setting up tasks, notes, and follow-ups * Exporting contact lists correctly * Assigning contact owners and tracking emails Contacts import template: https://docs.google.com/spreadsheets/d/1PaIgJQMWWGlovVadE9xbab_PjuZq1fie/edit?gid=943583851#gid=943583851 📖 Read our full blog tutorial to learn how to identify and Merge Duplicate Contacts: https://bit.ly/42v34L7 Timestamps: 00:00 - Why Clean HubSpot Data Matters 00:45 - What You'll Learn in This Tutorial 01:13 - How to Manually Create a Contact in HubSpot 02:25 - Create Contacts via Gmail or Outlook Integration 04:10 - Set Up the HubSpot Gmail Extension 05:45 - Bulk Importing Contacts into HubSpot 07:59 - Avoiding Duplicates & Data Mapping Tips 08:57 - HubSpot Forms for Automatic Contact Capture 14:45 - Exporting Contacts from HubSpot 16:53 - Searching & Filtering Contacts in the CRM 17:46 - Editing Contact Info in HubSpot 18:30 - Assigning Contact Owners 19:06 - Logging Notes & Activities 19:56 - Sending Emails from Contact Records 20:04 - Creating Follow-up Tasks in HubSpot 20:43 - Recap & Pro Tips 👍 Like this video? Hit the subscribe button and drop your HubSpot questions in the comments! Paying a LOT for HubSpot but not seeing ROI? Lots of companies face issues with: ⚙️ A lack of automation... leaving their team with unnecessary, manual work. 🧹 Unreliable, messy data... making reporting and outreach hard. 🎯 Poor lead attribution... don’t know what marketing is working or what isn’t. ⏳ Internal bandwidth... takes too much time to learn the ins and outs of HubSpot. On The Fuze helps BUSY Teams audit, cleanup and optimize HubSpot. IIf you don't have the bandwidth to optimize HubSpot but you want it to do more, book a free consultation using this link: https://meetings.hubspot.com/gabrielleparis/marketing-consultation-link #HubSpot #HubSpotCRM #HubSpotContacts #CRM #HowToUseHubSpot #WhatIsHubSpot