The Retail Summit
Videos and Resources HubSpot
What to do if there is something wrong or you have a question? Generally for cases like "How can I ....... on HubSpot"?
1. Call tech support for immediate technical assistance (they are very good)
+44-2035141833
immediate 24 - hour assistance - they should mention the customer
ID - 6160009
2. Search for help at the bottom of your HS account (bottom right) OR visit the HubSpot knowledge base here.
Marketing Teams
Certifications
- Getting Started with the Marketing Hub
Knowledge base with the most basic tools
https://knowledge.hubspot.com/get-started/market-your-business - Self training videos and guides on Marketing Hub + Certification
This is an overall guide on the marketing tool and how you can use them efficiently.
https://app.hubspot.com/academy/25472685/tracks/5/311/1670
CRM for everyone
- Getting started with CRM
This is a very useful guide with specific links that will guide you through the tool and how you can customise it to your specific needs
https://knowledge.hubspot.com/get-started/manage-your-crm-database - Self training videos and guides + Sales software certification
This is a self training guide on how you can use the CRM and also a certification if you choose to take it
https://app.hubspot.com/academy/25472685/tracks/12/425/2347 - Install HubSpot in your Outlook and set up your meetings link
Follow the steps in this guide to install HubSpot tools and link them with your email provider.
https://knowledge.hubspot.com/connected-email/how-to-install-hubspot-sales
Follow the steps in this guide to connect your meetings link and your calendar.
https://knowledge.hubspot.com/meetings-tool/use-meetings
Setting up the your add-ins in HubSpot
Office 365 add-in
Set up
Use the add-in
- Track and log emails with the HubSpot Sales Office 365 add-in
- Use sales tools with the HubSpot Sales Office 365 add-in
- Use contact profiles with the HubSpot Sales Office 365 add-in
Troubleshoot the add-in
Outlook Add-in
Set up
Use the desktop add-in
- Track and log emails with the HubSpot Sales Outlook desktop add-in
- Use sales tools with the HubSpot Sales Outlook desktop add-in
- Use contact profiles with the HubSpot Sales Outlook desktop add-in
Troubleshoot the desktop add-in
- Troubleshoot the HubSpot Sales Outlook desktop add-in
- Uninstall the HubSpot Sales Outlook desktop add-in
Marketing Training
Training Sesssion #3
- Super Admin Session Link
- How to manage marketing contacts / non marketing contacts
- Set contacts as Non Marketing
- Marketing Contacts
- How to connect and set up SEO and content pillars How to be SEO friendly
- Topics for your SEO strategy
- SEO Optimization
- MANTRAS for SEO
- Google Analytics and integrations
- Integrate with Google Analytics
- Connects aps to HubSpot

