How to onboarding to HubSpot quickly & easily: 3 Pro Tips

Getting started with HubSpot doesn’t have to be overwhelming. With the right approach, you can set up your CRM smoothly and start seeing value fast. Here are three expert tips to help you onboard quickly and efficiently.

Pro Tip 1: Set Up Your CRM with Clean Data from Day One

📌 Why It Matters: Your CRM is only as good as the data inside it. Importing messy, duplicate, or incomplete records will slow you down later.

💡 Tip: Before uploading your contacts, companies, and deals, take time to clean up your spreadsheets. Remove duplicates, standardise formatting (e.g., consistent capitalisation for company names), and ensure key fields like Email, Job Title, and Lead Source are filled in.

🚀 Bonus: Use HubSpot’s built-in data import tool to automatically match columns and detect errors before they cause issues

Pro Tip 2: Customise HubSpot to Fit Your Business Needs

📌 Why It Matters: HubSpot works best when tailored to your specific sales and marketing processes. The default setup is a great starting point, but a few tweaks will help you get the most out of the platform.

💡 Tip: Set up:

• Custom Properties – Add fields that matter to your business (e.g., “Customer Tier” or “Product Interest”).
• Deal Pipelines & Stages – Adjust the sales pipeline to match your actual sales process.
• Teams & Permissions – Ensure the right people have access to the right data.

🚀 Bonus: HubSpot’s Playbooks and Workflows can help automate tasks and keep your team aligned from day one.

Pro Tip 3: Automate & Streamline Key Workflows

📌 Why It Matters: Automation eliminates manual tasks, ensuring leads don’t slip through the cracks and your team stays productive.

💡Tip: Start with simple automation, such as:

• Lead Assignment – Automatically route new leads to the right sales rep based on criteria like location or industry.
• Follow-Up Reminders – Create tasks for sales reps when a lead opens an email or views a proposal.
• Email Sequences – Automate outreach to nurture leads without manual follow-ups.

🚀 Bonus: Use HubSpot’s Templates & Snippets to speed up email responses and maintain consistency across teams.

Final Thoughts

Onboarding to HubSpot doesn’t have to be complicated. By starting with clean data, customising your setup, and leveraging automation, you’ll get up and running faster—so you can focus on growing your business.

Are you a Project36 customer? Remember to follow your onboarding plan to help get set up quickly and easily.