Marketing hub configuration

Understand how contacts, companies, and lists connect in HubSpot's data model, see how marketing data flows into the sales team's pipeline, grasp the basics of marketing attribution, and get an overview of the key marketing tools you'll use daily.

Define the stages a contact moves through from subscriber to customer, map the exact handover points where marketing passes leads to sales, configure automation that updates lifecycle stages without manual work, and set up lead status values that show where each lead sits in the funnel.

Create automated onboarding flows that introduce new subscribers to your brand. Deliver value and next steps immediately after signup.

Configure form fields and field types that balance data quality with conversion rate, set up progressive profiling so returning visitors see different questions, create thank you pages that guide people to the next step, and configure form notifications that route leads to the right person immediately.

Build active lists that update automatically as contacts meet criteria and static lists that capture a snapshot in time, create segmentation rules based on behavior and attributes, set up list hygiene automation that removes inactive or unqualified contacts, and configure suppression lists for bounced and unsubscribed contacts.

Set up internal notification workflows that alert your team when leads take important actions, configure lead assignment automation that distributes new leads fairly, build lead status automation that progresses contacts through your funnel, and create data quality workflows that keep your database clean without manual effort.

Create meeting links that show your real availability, configure availability settings that respect your working hours and buffer time, set up different meeting types for discovery calls versus demos, and customize booking pages that match your brand and ask qualifying questions.

Build dashboards that show traffic sources and attribution, track lead generation metrics that matter to your goals, create form conversion reports that identify drop-off points, and monitor MQL progression to see if qualified leads are actually converting to opportunities.