Using HubSpot for Tracking Contacts

This guide aims to provide a clear understanding of how to use HubSpot to track contacts effectively. It will cover the step-by-step process of accessing the contact list, managing emails, and utilizing notes for better engagement. By the end of this guide, you will be equipped with the knowledge to navigate HubSpot's CRM functionalities.

To begin, you need to access the contacts within the HubSpot CRM. Locate the address book icon and click on "Contacts."

Once you click on "Contacts," you will see the list of contacts that have already been uploaded, organized in groups of 100.

HubSpot is designed to track emails automatically, which can be beneficial for your outreach efforts. For instance, if you search for a contact, all corresponding emails will be displayed.

For contacts with attached emails, you can view their email history directly within HubSpot. This feature allows for a comprehensive view of interactions.

You can easily send emails directly from the platform. Click on the email icon to initiate an email to the selected contact.

To efficiently manage your contacts, extract essential information such as first name, last name, email, LinkedIn profile, and company details.

You can add additional notes for each contact to keep track of important information. This can include previous interactions, scheduled calls, and relevant materials.

When you send emails to contacts whose profiles are linked to HubSpot, any communication will automatically be tracked and logged.

This guide has outlined the essential steps necessary to track contacts using HubSpot effectively. By following these instructions and utilizing the provided screenshots, you should now be able to manage your contacts, track communications, and maintain organized notes seamlessly within HubSpot. Should you have any further questions, feel free to reach out for assistance.