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Abhishek Jha

We will begin this guided project by understanding what Hubspot is. We will explore the contacts, conversation, marketing, sales & service sections of Hubspot. Then we will integrate Hubspot with Gmail and Calendar. In the final tasks, we will create a support ticket and explore the ticket flow from ticket creation to its closing

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We will begin this guided project by understanding what Hubspot is. We will explore the contacts, conversation, marketing, sales & service sections of Hubspot. Then we will integrate Hubspot with Gmail and Calendar. In the final tasks, we will create a support ticket and explore the ticket flow from ticket creation to its closing

This course will be helpful to you if you are a small business and want to track everything from sales to marketing to customer support to operations in one place. This project will be helpful to you no matter what department you are in: marketing, sales, service or admin. If you never used Hubspot and want to learn all about it, this course is for you. You will be taught everything you need to know about Hubspot.

By the end of this project, you will be confident in navigating through Hubspot and working with the ticketing system in Hubspot.

Note: You will need a website to register with Hubspot.

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What's inside

Syllabus

Project Overview
We will begin this guided project by understanding what Hubspot is. We will explore the contacts, conversation, marketing, sales & service sections of Hubspot. Then we will integrate Hubspot with Gmail and Calendar. In the final tasks, we will create a support ticket and explore the ticket flow from ticket creation to its closing. By the end of this project, you will be confident in navigating through Hubspot and working with the ticketing system in Hubspot.

Good to know

Know what's good
, what to watch for
, and possible dealbreakers
Focuses on HubSpot basics, orientation, and usage, which is standard in the industry
Taught by Abhishek Jha, who is a recognized expert in HubSpot and digital marketing
Covers the core aspects of HubSpot, including contacts, conversation, marketing, sales, and service
Helps learners understand the basics of HubSpot and how to use it effectively for small businesses
Provides hands-on experience with HubSpot's ticketing system, which is useful for those in customer support
Assumes no prior knowledge of HubSpot, making it accessible to beginners

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Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in HubSpot: Working with a ticketing system with these activities:
HubSpot Academy Courses
Enroll in free HubSpot Academy courses to gain a comprehensive understanding of HubSpot's tools and strategies.
Show steps
  • Visit the HubSpot Academy website.
  • Browse the available courses and select those that align with your learning goals.
  • Complete the courses at your own pace, following the instructions and completing the assessments.
Inbound Marketing: Get Found Using Google, Social Media, and Blogs
Gain a deeper understanding of the inbound marketing methodology and its application within HubSpot.
Show steps
  • Purchase or borrow a copy of the book.
  • Read the book thoroughly, taking notes and highlighting key concepts.
  • Reflect on the concepts and apply them to your own marketing strategies.
Show all two activities

Career center

Learners who complete HubSpot: Working with a ticketing system will develop knowledge and skills that may be useful to these careers:
Customer Service Specialist
Customer Service Specialists answer customer inquiries, resolve complaints, and provide information about products and services. The HubSpot: Working with a ticketing system course can help you develop the skills you need to be successful in this role, such as how to create and manage support tickets, escalate issues to the appropriate team, and track customer satisfaction. This course is especially helpful if you are new to the customer service field or if you want to learn how to use HubSpot to improve your customer service skills.
Technical Support Engineer
Technical Support Engineers provide technical support to customers, diagnose and resolve computer problems, and install and maintain software and hardware. The HubSpot: Working with a ticketing system course can help you develop the skills you need to be successful in this role, such as how to create and manage support tickets, troubleshoot technical issues, and communicate effectively with customers. This course is especially helpful if you are new to the technical support field or if you want to learn how to use HubSpot to improve your technical support skills.
Service Desk Analyst
Service Desk Analysts provide technical support to customers, diagnose and resolve computer problems, and install and maintain software and hardware. The HubSpot: Working with a ticketing system course can help you develop the skills you need to be successful in this role, such as how to create and manage support tickets, troubleshoot technical issues, and communicate effectively with customers. This course is especially helpful if you are new to the service desk field or if you want to learn how to use HubSpot to improve your technical support skills.
Help Desk Analyst
Help Desk Analysts provide technical support to customers, diagnose and resolve computer problems, and install and maintain software and hardware. The HubSpot: Working with a ticketing system course can help you develop the skills you need to be successful in this role, such as how to create and manage support tickets, troubleshoot technical issues, and communicate effectively with customers. This course is especially helpful if you are new to the help desk field or if you want to learn how to use HubSpot to improve your technical support skills.
IT Support Specialist
IT Support Specialists provide technical support to customers, diagnose and resolve computer problems, and install and maintain software and hardware. The HubSpot: Working with a ticketing system course can help you develop the skills you need to be successful in this role, such as how to create and manage support tickets, troubleshoot technical issues, and communicate effectively with customers. This course is especially helpful if you are new to the IT support field or if you want to learn how to use HubSpot to improve your technical support skills.
CRM Manager
CRM Managers manage and configure CRM systems, create and manage users, and provide support to sales and customer service teams. The HubSpot: Working with a ticketing system course can help you develop the skills you need to be successful in this role, such as how to create and manage support tickets, track customer interactions, and generate reports. This course is especially helpful if you are new to the CRM management field or if you want to learn how to use HubSpot to improve your CRM management skills.
Salesforce Administrator
Salesforce Administrators manage and configure Salesforce CRM systems, create and manage users, and provide support to sales and customer service teams. The HubSpot: Working with a ticketing system course can help you develop the skills you need to be successful in this role, such as how to create and manage support tickets, track customer interactions, and generate reports. This course is especially helpful if you are new to the Salesforce administration field or if you want to learn how to use HubSpot to improve your Salesforce administration skills.
Marketing Automation Specialist
Marketing Automation Specialists create and manage marketing automation campaigns, track customer interactions, and generate leads. The HubSpot: Working with a ticketing system course can help you develop the skills you need to be successful in this role, such as how to create and manage support tickets, track customer interactions, and generate reports. This course is especially helpful if you are new to the marketing automation field or if you want to learn how to use HubSpot to improve your marketing automation skills.
Account Manager
Account Managers manage relationships with customers, identify opportunities for growth, and provide support. The HubSpot: Working with a ticketing system course may be helpful for Account Managers who want to learn how to use HubSpot to improve their account management skills. This course can help you develop a better understanding of how HubSpot can be used to track customer interactions, manage opportunities, and communicate with customers.
Business Analyst
Business Analysts analyze business processes, identify areas for improvement, and develop solutions to improve efficiency and productivity. The HubSpot: Working with a ticketing system course may be helpful for Business Analysts who want to learn how to use HubSpot to improve their business analysis skills. This course can help you develop a better understanding of how HubSpot can be used to track customer interactions, generate reports, and identify areas for improvement.
Marketing Manager
Marketing Managers plan, organize, and execute marketing campaigns, and they track progress and manage resources. The HubSpot: Working with a ticketing system course may be helpful for Marketing Managers who want to learn how to use HubSpot to improve their marketing management skills. This course can help you develop a better understanding of how HubSpot can be used to track marketing campaign progress, manage resources, and communicate with stakeholders.
Sales Manager
Sales Managers plan, organize, and execute sales campaigns, and they track progress and manage resources. The HubSpot: Working with a ticketing system course may be helpful for Sales Managers who want to learn how to use HubSpot to improve their sales management skills. This course can help you develop a better understanding of how HubSpot can be used to track sales campaign progress, manage resources, and communicate with stakeholders.
Project Manager
Project Managers plan, organize, and execute projects, and they track progress and manage resources. The HubSpot: Working with a ticketing system course may be helpful for Project Managers who want to learn how to use HubSpot to improve their project management skills. This course can help you develop a better understanding of how HubSpot can be used to track project progress, manage resources, and communicate with stakeholders.
Customer Success Manager
Customer Success Managers help customers achieve their goals and maximize their value from a product or service. The HubSpot: Working with a ticketing system course may be helpful for Customer Success Managers who want to learn how to use HubSpot to improve their customer success management skills. This course can help you develop a better understanding of how HubSpot can be used to track customer progress, manage resources, and communicate with customers.
Operations Manager
Operations Managers plan, organize, and execute operations, and they track progress and manage resources. The HubSpot: Working with a ticketing system course may be helpful for Operations Managers who want to learn how to use HubSpot to improve their operations management skills. This course can help you develop a better understanding of how HubSpot can be used to track operations progress, manage resources, and communicate with stakeholders.

Reading list

We've selected nine books that we think will supplement your learning. Use these to develop background knowledge, enrich your coursework, and gain a deeper understanding of the topics covered in HubSpot: Working with a ticketing system .
Provides a comprehensive overview of customer service, including best practices for using a ticketing system.
Provides a comprehensive overview of help desk metrics, including how to use them to improve your ticketing system.
Provides a practical guide to CRM, including tips for using a ticketing system to manage customer interactions.
Provides a practical guide to customer service, including tips for using a ticketing system.
Provides a basic overview of customer service, including tips for using a ticketing system.

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