HubSpot Tutorial Videos

As a HubSpot Solutions Partner, we're constantly producing content to help both new and experienced users effectively learn and leverage the platform to help their businesses grow.

Watch. Learn. Take Action.

We've covered most of the core features in HubSpot, but as the platform grows, so will this video library. Each video is a couple minutes and can be viewed in full screen mode. If you have any follow-up questions or would like to dive deeper, schedule a free HubSpot strategy session with us.

Hubspot - Importing Contacts into Your CRM.mp4

Importing Contacts

Bring contacts from a spreadsheet file into your HubSpot CRM in a matter of minutes.

Hubspot - Understanding & Creating Custom CRM Properties

Custom Properties

How to create your own properties (fields) on contact, company or deal records.

Hubspot - Creating Saved Contact Filters

Filtering Contacts

Segment your contacts with dynamic custom filters you can save for frequent use.

Hubspot - Customizing Your Sales Deal Pipeline

Pipeline Customization

How to customize the stages and other deal attributes in your sales pipeline.

Hubspot - Understanding & Creating Active Lists

Active Lists

How to create active contact lists that update based on the rules you assign to them.

Hubspot - Integrating Your Gmail Inbox with HubSpot

Email Integration

How to integrate your Gmail (our Outlook) inbox with the HubSpot CRM.

Hubspot - Automating Outreach with Email Templates

Email Templates

Easily create dynamic and personalized templates for emails you send often.

Hubspot - Automating Outreach with Sales Sequences

Sales Sequences

Design automated email and task sequences to save time and streamline your outreach.

Hubspot - Creating a Meeting (Calendar) Link.mp4

Meeting Links

Custom widgets that integrate with your calendar and allow contacts to book meetings with you.

Hubspot - Using Workflows to Automate Tasks.mp4

Automate Tasks

Use workflows to automatically create and assign tasks based on a variety of triggers.

Hubspot - Adding Forms to Your Website

Creating Forms

Create forms in minutes, embed them on your website and send follow-up emails.

Hubspot - Generating Leads with Pop-Up Forms

Pop-Up Forms

Generate more leads from your website with targeted pop-up forms and calls-to-action.

Hubspot - Using Workflows to Automate Lead Follow-Up

Automate Lead Respose

Use workflows to automatically assign and follow-up with leads from ads or your website.

Hubspot - Creating & Sending Marketing Emails

Build & Send Emails

Quickly build and send powerful emails using HubSpot's intuitive email marketing tool.

Hubspot - Understanding & Using the Social Media Tool

Social Media

Publish and schedule content across all your social media platforms right from HubSpot.

Hubspot - Creating Calls-to-Action for Your Website


Add dynamic CTAs to your website in minutes, track performance and make global updates.

Hubspot - Planning Your Content with the SEO Tool

Improve SEO

Develop and execute topic clusters to increase organic traffic with HubSpot's SEO tool.

Hubspot - Understanding the HubSpot CMS & Page Builder.mp4

Build Website Pages

A simple guide to the page builder inside HubSpot's Content Management System.

Hubspot - Using Smart Content on Your Website.mp4

Smart Content

Personalize your website by showing different content to different audiences.

Hubspot - Adding Live Chat to Your Website

Add Live Chat

Generate more leads by adding a live chat widget on your website with HubSpot.

Get HubSpot Support

The Gist is a certified HubSpot Solutions Partner. We provide end-to-end HubSpot onboarding, support and comprehensive campaign management solutions.

What to Expect During a HubSpot Strategy Session

This is more of a consultation than a demo, however we will have HubSpot pulled up on a screen share and will be prepared to show you anything you're interested in seeing. Still, we're going to ask some questions to help us quickly understand how your organization can best leverage HubSpot. Then we'll offer some recommendations to consider before moving forward with anything. We'll also be prepared to answer any questions you have. 

The Gist greatly shortened the time-to-value for our inbound marketing strategy.

David Marshall, Mongoose


Partner With Us

You want to grow. We can help. Drop us a line or schedule an exploratory call.