HubSpot CRM Questions & Answers

Here’s how you can set up a workflow in HubSpot:

• Access the Workflow Tool
• Create a New Workflow
• Define Enrolment Triggers
• Add Workflow Actions
• Test & Activate
• Monitor & Optimize

To set up a trigger in HubSpot, navigate to Automation, then Workflows and either create a new workflow or select an existing one. In the enrollment trigger section, click Set up triggers and select the type of trigger you want to use.

HubSpot has a feature called 'Pipeline View' in the Deals section that is the equivalent to Pipedrive's Sales Pipeline View. It shows a visual layout of your sales process, so you can see where your deals are at different stages. You can easily move deals between stages by dragging and dropping them.

To change roles in HubSpot CRM, go to Settings Users & Teams, select the user, and update their permissions. You can create and assign permission sets to manage user roles efficiently.

HubSpot integrates with over 1,500 apps, including Salesforce, Google Workspace, Microsoft 365, Slack, Shopify, and more. These integrations help streamline workflows and enhance HubSpot’s capabilities.

To remove HubSpot CRM, go to Settings Account Billing, click the Delete Account tab, and follow the prompts to confirm the deletion. Ensure you back up any necessary data before proceeding.

Free CRM services that can be used with HubSpot include Pipedrive CRM, Zoho CRM, and Freshsales. These integrations help enhance HubSpot’s functionality by connecting with other tools.

Key steps include understanding your business needs, assigning a project manager, developing an implementation plan, migrating data, training your team, and continuously monitoring and optimizing the system.

Effective features include contact management, email tracking, sales pipeline management, marketing automation, reporting and analytics, and integration with over 1,500 apps. These features help streamline sales and marketing efforts.

Yes, HubSpot CRM offers a free plan with core CRM features, including contact management, deal tracking, task management, and email integration. There are no expiration dates or limits on the number of users.