HubSpot Daily CRM Workflow Guide
Provide a daily workflow guide for managing contacts, companies, deals, inbox messages, and CRM activities in HubSpot.
Steps to Follow
Check and manage messages in the Conversations Inbox. Review incoming emails or chats, respond, assign conversations if needed, and mark them Closed once resolved.
Managing the Inbox in HubSpot
Create new contacts when interacting with individuals not yet in the CRM. Navigate to Contacts → Create Contact, enter their name, email, phone, and other details, then save the record.
Creating a Contact in HubSpot
Create company records when the contact is linked to a company not yet in the CRM. Navigate to Contacts → Companies → Create Company, enter the company name, domain, and other relevant details, then save the record.
Creating a Company in HubSpot
Associate contacts to their company. Open the contact record, go to the Company section, click Add, search for the company, and associate them.
Associating a Contact to a Company in HubSpot
Create deals to track sales opportunities. Go to Sales → Deals → Create Deal, add the deal name, owner, pipeline, stage, and amount, then save the record.
Creating a Deal in HubSpot
Update deal stages as opportunities progress. Open the deal record and select the next stage from the pipeline bar at the top of the record.
Using Deal Stages in HubSpot
Use filters to segment records for review or follow-up. On the Contacts, Deals, or Companies view, click Filters, add criteria such as Owner or City, and save the view for reuse if needed.
Export lists when external sharing or reporting is required. Go to Contacts → Lists, open the desired list, click Actions → Export, choose a file format, and download.
Exporting a List from HubSpot
Update lifecycle stages based on contact or company activity. Open the contact or company record, locate the Lifecycle Stage property, select the appropriate stage, and save.
Managing Lifecycle Stages in HubSpot
Log and monitor emails sent or received outside HubSpot to maintain accurate communication history in the CRM.
Notes
Video tutorials and documentation links are attached to each relevant step.
Lifecycle stages help track where a contact or company is in the engagement journey.
Deal stages can be updated via the pipeline bar at the top of the deal record or through the Kanban board view.