HubSpot | 8 minute read

The Ultimate Guide to Onboarding with HubSpot Sales Hub

hubspot sales hub
Posted by Adam Statti on May 4, 2023

Are you, like many sales teams, looking for ways to streamline your sales process, generate more leads, and ultimately close more deals? Well look no further than HubSpot Sales Hub! In this guide, we’ll walk you through the process of HubSpot onboarding, from understanding its key features to setting up your account to managing your sales pipeline. Let’s dive in!


Understanding HubSpot Sales Hub

Before we get into the nitty-gritty of setting up and maximizing your Sales Hub account, let’s first discuss what Sales Hub is and what it can do for your sales team.

HubSpot Sales Hub is a platform designed to help sales teams connect with prospects, track deals, and close more sales. With Sales Hub, you can streamline your sales process by organizing leads and deals, automating follow-up emails and tasks, and gaining insights into your sales team’s performance.

Key Features of HubSpot Sales Hub

There are several key features that make HubSpot Sales Hub a must-have for sales teams:


Sales Hub includes a powerful CRM system that allows you to organize leads and deals, track communication with prospects, and gain insights into your sales pipeline. With this feature, you can easily see where each prospect is in the sales process and what actions need to be taken to move them closer to a sale.

Email Tracking

Track when an email is opened, clicked, or replied to, giving you insights into how engaged prospects are with your messaging. This feature can help you tailor your follow-up approach based on how interested a prospect seems to be in your product or service.


With Sales Hub, you can create templates for initial outreach emails, follow-up messages, and more. This feature can help you ensure consistency in your messaging and save time by not having to write the same emails over and over again.


With this feature, you can set up a series of emails that will be sent automatically based on a prospect’s behavior. For example, you could set up a sequence that sends a follow-up email a week after the initial outreach, then another email a week after that if the prospect hasn’t responded.


You can set up notifications to alert you when a prospect takes a specific action, such as opening an email or visiting your website. This feature can help you stay on top of your follow-up game and ensure you’re reaching out at the right time.



Monitor your sales performance and gain insights into your team’s productivity with Sales Hub’s reporting tools. With this feature, you can track metrics like the number of deals closed, the average deal size, and the length of your sales cycle. This data can help you make informed decisions about your sales strategy and identify areas for improvement.

Benefits of Using HubSpot Sales Hub

Increased Efficiency

By automating time-consuming tasks like follow-up emails and reminders, Sales Hub can help your sales team work more efficiently and focus on building relationships with prospects.

Better Customer Experience

With Sales Hub’s powerful CRM system, you can provide a more personalized and tailored experience for your prospects. By tracking their behavior and preferences, you can ensure that your messaging is relevant and valuable.

Improved Sales Performance

By monitoring your sales performance and identifying areas for improvement, Sales Hub can help you optimize your sales strategy and close more deals.

Increased Visibility

With Sales Hub’s reporting tools, you can gain insights into your team’s productivity and identify areas where they may need additional support or training. This can help you ensure that your sales team is performing at their best.


Setting Up Your HubSpot Sales Hub Account

Now that you understand the benefits of using Sales Hub, it’s time to set up your account. The process is straightforward and can be broken down into three main steps: creating your account, customizing your account settings, and integrating with other tools.

Creating Your Account

The first step is to create your Sales Hub account. You can sign up for Sales Hub on the HubSpot website and choose the plan that best fits your needs. Once you’ve signed up, you’ll be prompted to set up your account by adding your company information, setting up your lead capture forms, and connecting your email to Sales Hub.

Customizing Your Account Settings

Once your account is set up, it’s time to customize your Sales Hub settings. This includes creating your sales team, setting up your pipeline stages, and creating email templates and sequences. You can also customize your Sales Hub dashboard to show the metrics that are most important to your team.


Integrating with Other Tools

Sales Hub integrates seamlessly with other HubSpot tools like Marketing Hub and Service Hub, as well as third-party tools like Google Workspace. By integrating your Sales Hub account with other tools you use, you can create a more cohesive and streamlined sales process.

Importing and Managing Contacts

Now that your Sales Hub account is set up, it’s time to import and manage your contacts. This is an essential step in any sales process, as it allows you to keep track of your prospects and make data-driven decisions about how to move them through your pipeline.

Importing Contacts from Different Sources

HubSpot Sales Hub allows you to import your existing contacts from a variety of different sources, including Gmail, Outlook, and (slight dry heave) Salesforce. To import your contacts, simply follow the prompts in Sales Hub and select the source you want to import from.

Organizing Contacts with Lists and Filters

Once your contacts are imported, it’s important to organize them in a way that makes sense for your sales process. Sales Hub allows you to create lists and filters based on criteria like contact information, location, and previous interactions with your company. This makes it easy to segment your leads and tailor your messaging to each group.

Managing Contact Properties

Finally, it’s important to keep your contact properties up to date. This includes information like job titles, company size, and contact preferences. By keeping this information up to date, you can make informed decisions about how to move prospects through your pipeline and provide the best possible experience.

Setting Up Your Sales Pipeline

Your sales pipeline is the backbone of your sales process, and Sales Hub makes it easy to set up and manage using its customizable deal stages.


Creating and Customizing Deal Stages

To set up your pipeline, start by creating and customizing your deal stages. This includes adding stages for each step of your sales process, from initial outreach to closing the deal.

Once your stages are set up, you can customize them to fit your specific sales process. This includes adding custom fields, setting up deal-specific actions, and creating custom reports.

Managing Deals and Opportunities

With your pipeline set up, it’s time to start managing your deals and opportunities. Sales Hub makes this easy by allowing you to see all your deals in one place, track progress through your pipeline, and set reminders for follow-up actions.

Tracking Sales Performance

Finally, it’s important to track your sales team’s performance to identify areas for improvement and optimize your sales process. Sales Hub makes this easy by providing detailed reports on metrics like deal activity, deal velocity, and team performance.

Wrapping Up

HubSpot Sales Hub is a powerful tool for any sales team looking to streamline their process, generate more leads, and close more deals. By following the steps outlined in this guide, you can set up and maximize your Sales Hub account to get the most out of its powerful features. 

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