Sidekick Strategies
Events
Contact UsSchedule a Strategy Call
Tutorial Library

HubSpot Tutorials

Practical, step-by-step video guides for every corner of HubSpot.

George B. Thomas walks you through CRM setup, pipeline configuration, email templates, workflow automation, reporting, integrations, and everything in between. No fluff, just hands-on tutorials you can follow along with inside your own portal.

About The Tutorials

Every tutorial starts with a real question a HubSpot human asked and ends with a clear, actionable answer. Each one includes a full video walkthrough plus a written guide you can reference anytime. No theory, just the clicks.

65
Tutorials
Video
Format

All Tutorials

Add File Downloads to HubSpot Marketing Emails Without Killing Deliverability
Tutorial

Add File Downloads to HubSpot Marketing Emails Without Killing Deliverability

Learn the right way to add file downloads to HubSpot marketing emails using buttons instead of attachments to protect your email deliverability.

Marketing HubContent
Stop The Back-And-Forth: Create HubSpot Meeting Links In Minutes
Tutorial

Stop The Back-And-Forth: Create HubSpot Meeting Links In Minutes

Learn how to create and share HubSpot meeting links to eliminate scheduling emails and save time coordinating with prospects and clients.

Sales HubCRM Setup
Track External Website Pages in HubSpot Campaigns: The Complete Guide
Tutorial

Track External Website Pages in HubSpot Campaigns: The Complete Guide

Learn how to add WordPress, Drupal, and other third-party CMS pages to HubSpot campaigns and track performance metrics.

Marketing HubIntegrations
Optimize HubSpot Images For Speed With Pixel Compress
Tutorial

Optimize HubSpot Images For Speed With Pixel Compress

Learn how to optimize HubSpot images for faster page speeds using Pixel Compress. Step-by-step setup and installation guide.

IntegrationsContent
Take Control of Your HubSpot Notifications: Create Custom Profiles That Work for Your Team
Tutorial

Take Control of Your HubSpot Notifications: Create Custom Profiles That Work for Your Team

Learn how to create custom notification profiles in HubSpot and apply them to team members. Control how your team gets notified.

CRM SetupAutomation
Sync Google Contacts With HubSpot: A Step-By-Step Integration Guide
Tutorial

Sync Google Contacts With HubSpot: A Step-By-Step Integration Guide

Learn how to sync Google Contacts with HubSpot CRM. Keep your contact data synchronized across platforms with our step-by-step integration guide.

IntegrationsCRM Setup
Create Blog Posts In Minutes With HubSpot Breeze AI Content Agent
Tutorial

Create Blog Posts In Minutes With HubSpot Breeze AI Content Agent

Learn how to use HubSpot's Breeze AI content agent to create full blog posts in minutes. Step-by-step guide included.

ContentMarketing Hub
Connect ChatGPT to HubSpot: The Deep Research Connector Setup Guide
Tutorial

Connect ChatGPT to HubSpot: The Deep Research Connector Setup Guide

Learn how to connect ChatGPT to HubSpot and use the deep research connector for faster insights. Step-by-step setup guide.

IntegrationsReporting
Collaborate Better With HubSpot's New Social Media Sidebar Feature
Tutorial

Collaborate Better With HubSpot's New Social Media Sidebar Feature

Learn how HubSpot's new collaboration sidebar transforms your social media workflow. Comment, assign tasks, and review posts without leaving HubSpot.

Marketing HubContent
Stop Recreating the Wheel: HubSpot's Built-In Traffic Analytics Reports
Tutorial

Stop Recreating the Wheel: HubSpot's Built-In Traffic Analytics Reports

Discover HubSpot's 7 built-in traffic analytics reports. Stop building custom dashboards and use these powerful default tools today.

ReportingMarketing Hub
How To Build Your First HubSpot Campaign From Scratch
Tutorial

How To Build Your First HubSpot Campaign From Scratch

Learn how to create a HubSpot campaign from the ground up. Add assets, set goals, and track performance with this practical guide.

Marketing HubLead Gen
Protect Your HubSpot Data: A Complete Guide to CRM Backups and Restoration
Tutorial

Protect Your HubSpot Data: A Complete Guide to CRM Backups and Restoration

Learn how to create, download, and restore HubSpot CRM backups. Protect your data with this practical guide from Sidekick Strategies.

CRM SetupReporting
How To Set Email Frequency Caps In HubSpot (Stop Overwhelming Your Contacts)
Tutorial

How To Set Email Frequency Caps In HubSpot (Stop Overwhelming Your Contacts)

Learn how to set marketing email frequency caps in HubSpot to prevent over-emailing contacts and protect your unsubscribe rates.

Marketing HubAutomation
Turn Your Blog Posts Into Social Media Posts (In Minutes, Not Hours)
Tutorial

Turn Your Blog Posts Into Social Media Posts (In Minutes, Not Hours)

Learn how to use HubSpot's AI Assistant to automatically generate social media posts from your blog content in minutes.

ContentMarketing Hub
How To Connect Google Tag Manager With HubSpot: A Step-by-Step Guide
Tutorial

How To Connect Google Tag Manager With HubSpot: A Step-by-Step Guide

Learn how to integrate Google Tag Manager with HubSpot CMS. Improve tracking, speed, and data collection without coding knowledge.

IntegrationsReporting
HubSpot My Brand Kit setup (a how-to video)
Tutorial

HubSpot My Brand Kit setup (a how-to video)

How do you setup your HubSpot assets so they look totally on brand with your fonts, colors, logo, and themes? This quick video tutorial teaches you how ...

hubspot-crmContent Hub
Master Pipeline Rules in HubSpot: Your Step-By-Step Setup Guide
Tutorial

Master Pipeline Rules in HubSpot: Your Step-By-Step Setup Guide

Learn how to set up pipeline rules in HubSpot to control deal movement, restrict stages, and enforce workflow compliance. Step-by-step guide.

Sales HubCRM Setup
Save Marketing Emails as Templates in HubSpot: A Step-by-Step Guide
Tutorial

Save Marketing Emails as Templates in HubSpot: A Step-by-Step Guide

Learn how to save successful marketing emails as reusable templates in HubSpot to scale your team's email production faster.

Marketing HubContent
Validate Your HubSpot Tracking Code in Seconds: The Native Method
Tutorial

Validate Your HubSpot Tracking Code in Seconds: The Native Method

Learn how to validate your HubSpot tracking code without extensions. Quick native method takes just seconds. Step-by-step guide inside.

CRM SetupReporting
How To Embed HubSpot CTAs On Any External Website Or CMS
Tutorial

How To Embed HubSpot CTAs On Any External Website Or CMS

Learn how to add HubSpot CTAs to Squarespace, WordPress, and any third-party CMS. Follow our step-by-step guide for seamless integration.

IntegrationsLead Gen
Connect Slack to HubSpot and Automate Notifications in 5 Steps
Tutorial

Connect Slack to HubSpot and Automate Notifications in 5 Steps

Learn how to integrate Slack with HubSpot and set up automated notifications. Follow our step-by-step guide to streamline your team's communication.

IntegrationsAutomation
Create Button CTAs in HubSpot: Complete Setup Guide
Tutorial

Create Button CTAs in HubSpot: Complete Setup Guide

Learn how to create embedded button CTAs in HubSpot and use them in emails. Step-by-step guide with real examples from Sidekick Strategies.

Marketing HubLead Gen
HubSpot Calculation Properties: Automate Deal Math Like A Pro
Tutorial

HubSpot Calculation Properties: Automate Deal Math Like A Pro

Learn how to create calculation properties in HubSpot to automate deal math, calculate taxes, and streamline your sales data.

Sales HubCRM Setup
How to Use HubSpot Association Labels to Organize Your Contacts and Companies
Tutorial

How to Use HubSpot Association Labels to Organize Your Contacts and Companies

Learn how to create and manage association labels in HubSpot Pro and Enterprise. Organize contacts by role and relationship with step-by-step instructions.

CRM SetupSales Hub
How To Build And Deploy HubSpot CTAs That Actually Drive Results
Tutorial

How To Build And Deploy HubSpot CTAs That Actually Drive Results

Learn how to create and implement HubSpot CTAs across your marketing assets. Track performance and attribute clicks to campaigns with this practical tutorial.

Marketing HubLead Gen
How To Build NPS Surveys in HubSpot Service Hub (Step-by-Step)
Tutorial

How To Build NPS Surveys in HubSpot Service Hub (Step-by-Step)

Learn how to create and customize NPS feedback surveys in HubSpot Service Hub. Follow our step-by-step guide to gather customer satisfaction data.

Service HubReporting
Smart Form Questions: How to Use Conditional Logic in HubSpot's New Forms Editor
Tutorial

Smart Form Questions: How to Use Conditional Logic in HubSpot's New Forms Editor

Learn how to add conditional logic to HubSpot forms to ask smarter follow-up questions based on human responses. Complete walkthrough inside.

Marketing HubLead Gen
Track Deal Stages Right From Your Contact Records in HubSpot
Tutorial

Track Deal Stages Right From Your Contact Records in HubSpot

Learn how to add a deal stage tracker card to your HubSpot contact records for quick deal visibility and better sales context.

Sales HubCRM Setup
How to Record and Manage Videos Directly in HubSpot
Tutorial

How to Record and Manage Videos Directly in HubSpot

Learn how to use HubSpot's video capture feature to record, save, and manage videos directly in your portal. Step-by-step tutorial inside.

ContentMarketing Hub
Setting Up Round Robin Meeting Links in HubSpot: A Complete Guide
Tutorial

Setting Up Round Robin Meeting Links in HubSpot: A Complete Guide

Learn how to set up round robin meeting links in HubSpot to distribute scheduling fairly across your team and improve customer experience.

Sales HubCRM Setup
Compare User Access in HubSpot: A Step-by-Step Permission Guide
Tutorial

Compare User Access in HubSpot: A Step-by-Step Permission Guide

Learn how to compare access between two HubSpot users side-by-side. Fine-tune permissions without guesswork using HubSpot's compare access feature.

CRM Setup
Active vs. Static Lists in HubSpot: Which One Should You Use?
Tutorial

Active vs. Static Lists in HubSpot: Which One Should You Use?

Learn the key differences between active and static lists in HubSpot and how to use them effectively for your marketing strategy.

Marketing HubLead Gen
How to Build a Clean Email List in HubSpot: A Step-by-Step Guide
Tutorial

How to Build a Clean Email List in HubSpot: A Step-by-Step Guide

Learn how to create and manage email lists in HubSpot. Build targeted audiences with known email addresses for better campaign results.

Marketing HubLead Gen
How to Automate Deal Creation From HubSpot Payment Links
Tutorial

How to Automate Deal Creation From HubSpot Payment Links

Learn how to set up automatic deal creation when humans pay through HubSpot payment links. Step-by-step guide for Sales Hub users.

Sales HubAutomation
HubSpot Dashboard Limits: What You Need To Know About Your Subscription
Tutorial

HubSpot Dashboard Limits: What You Need To Know About Your Subscription

Find out how many reporting dashboards you can create with your HubSpot subscription. Learn limits and workarounds for Marketing Hub Pro and beyond.

ReportingMarketing Hub
Master Your Brand Kit in HubSpot: Keep Your Logos and Colors Consistent
Tutorial

Master Your Brand Kit in HubSpot: Keep Your Logos and Colors Consistent

Learn how to set up HubSpot's My Brand Kit to manage logos, colors, favicons, and themes across your entire account.

CRM SetupMarketing Hub
Free HubSpot CMS: How to Launch Your Website Without Breaking the Budget
Tutorial

Free HubSpot CMS: How to Launch Your Website Without Breaking the Budget

Learn how to set up HubSpot's free CMS from scratch. Create landing pages, blogs, and forms without paying for premium plans.

ContentCRM Setup
Customize Your HubSpot Sales Pipeline: Add & Edit Deal Stages Like A Pro
Tutorial

Customize Your HubSpot Sales Pipeline: Add & Edit Deal Stages Like A Pro

Learn how to add, customize, and manage deal stages in your HubSpot Sales Hub pipeline. Step-by-step guide for sales teams.

Sales HubCRM Setup
Set Up HubSpot Blog Email Subscriptions in 5 Steps
Tutorial

Set Up HubSpot Blog Email Subscriptions in 5 Steps

Learn how to set up blog email subscriptions in HubSpot with custom cadences. Step-by-step guide for daily, weekly, and monthly notifications.

Marketing HubContent
How Topic Clusters Transform Your SEO Strategy
Tutorial

How Topic Clusters Transform Your SEO Strategy

Learn how topic clusters organize your content for better SEO. We'll show you why Google rewards structured content and how to build your own.

ContentMarketing Hub
Active vs Static Lists in HubSpot: Which One Should You Use?
Tutorial

Active vs Static Lists in HubSpot: Which One Should You Use?

Learn the key differences between active and static lists in HubSpot and when to use each one for better contact management.

CRM SetupLead Gen
HubSpot Presets: How to Set Default User Preferences Across Your Team
Tutorial

HubSpot Presets: How to Set Default User Preferences Across Your Team

Learn how to use HubSpot Presets to manage email signatures, dashboards, and preferences for multiple team members in one place.

CRM SetupSales Hub
How to Create Deal Tags in HubSpot: A Step-by-Step Guide for Sales Teams
Tutorial

How to Create Deal Tags in HubSpot: A Step-by-Step Guide for Sales Teams

Learn how to set up deal tags in HubSpot to prioritize deals by criteria. Follow our step-by-step guide to automate deal organization.

Sales HubCRM Setup
Your Complete Guide to Setting Up HubSpot CMS Domains and Redirects
Tutorial

Your Complete Guide to Setting Up HubSpot CMS Domains and Redirects

Learn how to connect your domain to HubSpot CMS, set up subdomains, and configure redirects. Complete walkthrough for getting your site live.

CRM SetupContent
Stop Struggling With HubSpot Reports: Master Single Object Reporting Today
Tutorial

Stop Struggling With HubSpot Reports: Master Single Object Reporting Today

Learn how to create powerful single object reports in HubSpot without the custom report builder complexity. Step-by-step guide included.

ReportingCRM Setup
Stop the Email Ping Pong: How to Use HubSpot Meeting Links to Schedule Faster
Tutorial

Stop the Email Ping Pong: How to Use HubSpot Meeting Links to Schedule Faster

Learn how to create and share HubSpot meeting links to eliminate back-and-forth scheduling emails and book meetings in minutes.

Sales HubCRM Setup
How To Set Revenue Goals For Sales Reps In HubSpot
Tutorial

How To Set Revenue Goals For Sales Reps In HubSpot

Learn how to establish individual revenue goals for your sales team and track quota attainment in HubSpot Sales Hub.

Sales HubReporting
Stop Manually Updating Exchange Rates: Your HubSpot Currency Guide
Tutorial

Stop Manually Updating Exchange Rates: Your HubSpot Currency Guide

Learn how to set up automatic exchange rate updates in HubSpot. Say goodbye to manual currency conversions with this simple setup.

CRM SetupSales Hub
How To Migrate Your Legacy CTAs to HubSpot's New Tool in Minutes
Tutorial

How To Migrate Your Legacy CTAs to HubSpot's New Tool in Minutes

Learn how to effortlessly migrate your legacy CTAs to HubSpot's new CTA tool and unlock better performance reporting.

Marketing HubReporting
How To Build A Customer List In HubSpot That Actually Works
Tutorial

How To Build A Customer List In HubSpot That Actually Works

Learn how to build an effective customer list in HubSpot using lifecycle stage and status properties to identify active customers.

CRM SetupReporting
Track International Sales with HubSpot Currency Exchange Rates
Tutorial

Track International Sales with HubSpot Currency Exchange Rates

Learn how to set up currency exchange rates in HubSpot for accurate multi-currency reporting and deal tracking across global markets.

Sales HubReporting
Send Surveys Via Workflows in HubSpot: A Step-by-Step Guide
Tutorial

Send Surveys Via Workflows in HubSpot: A Step-by-Step Guide

Learn how to set up and send surveys through HubSpot workflows. Get step-by-step instructions for this powerful automation feature.

AutomationMarketing Hub
Build Your First HubSpot Email Template: A Step-By-Step Guide
Tutorial

Build Your First HubSpot Email Template: A Step-By-Step Guide

Learn how to build your first sales email template in HubSpot with personalization tokens and scheduling links. Step-by-step tutorial inside.

Sales HubLead Gen
Get Your Own HubSpot Phone Number in 5 Minutes: Step-by-Step Setup
Tutorial

Get Your Own HubSpot Phone Number in 5 Minutes: Step-by-Step Setup

Learn how to set up your own HubSpot phone number for inbound and outbound calling. Follow our simple step-by-step guide.

Sales HubCRM Setup
Customize Your HubSpot Setup: Renaming Default Objects in Minutes
Tutorial

Customize Your HubSpot Setup: Renaming Default Objects in Minutes

Learn how to rename HubSpot's default objects like contacts, companies, and deals to match your business terminology in just a few clicks.

CRM SetupSales Hub
Connect Gmail And Outlook To HubSpot: Your Complete Integration Guide
Tutorial

Connect Gmail And Outlook To HubSpot: Your Complete Integration Guide

Learn how to integrate Gmail and Outlook with HubSpot for seamless email management. Follow our quick setup guide and boost your productivity.

CRM SetupIntegrations
The Hidden HubSpot GDPR Setting That's Blocking Your Communications
Tutorial

The Hidden HubSpot GDPR Setting That's Blocking Your Communications

Discover the one GDPR setting in HubSpot forms you're probably missing. Fix it in minutes to enable contact communication and automation.

CRM SetupAutomation
HubSpot Forms and Meetings: The Perfect Combo for Seamless Conversions
Tutorial

HubSpot Forms and Meetings: The Perfect Combo for Seamless Conversions

Learn how to combine HubSpot forms and meetings on one page to streamline conversions and eliminate duplicate data entry.

Lead GenAutomation
Smart Form Routing in HubSpot: Direct Contacts to the Right Meeting Page
Tutorial

Smart Form Routing in HubSpot: Direct Contacts to the Right Meeting Page

Learn how to set up conditional logic in HubSpot forms to automatically redirect contacts to different meeting pages based on their answers.

Marketing HubLead Gen
Master Your HubSpot Home Tab: The Setup Guide You've Been Missing
Tutorial

Master Your HubSpot Home Tab: The Setup Guide You've Been Missing

Learn how to customize your HubSpot home tab for maximum productivity. Step-by-step guide to organizing meetings, tasks, and workflows.

CRM SetupSales Hub
Click-Triggered Pop-Ups in HubSpot: Your Complete Setup Guide
Tutorial

Click-Triggered Pop-Ups in HubSpot: Your Complete Setup Guide

Learn how to create click-triggered pop-ups in HubSpot. Capture leads with forms that appear when visitors click buttons on your site.

Lead GenMarketing Hub
Customize Your HubSpot Deal Cards: Show the Information That Matters Most
Tutorial

Customize Your HubSpot Deal Cards: Show the Information That Matters Most

Learn how to customize deal cards in HubSpot to display the properties most important to your sales team. Quick setup guide inside.

Sales HubCRM Setup
How To Set Up Your Email Sending Domain In HubSpot: A Step-By-Step Guide
Tutorial

How To Set Up Your Email Sending Domain In HubSpot: A Step-By-Step Guide

Learn how to connect your email sending domain to HubSpot in minutes. We'll walk you through each step to get your marketing emails live.

Marketing HubCRM Setup
Same Object Associations in HubSpot: Connect Related Records Like Never Before
Tutorial

Same Object Associations in HubSpot: Connect Related Records Like Never Before

Learn how to associate contacts, companies, and deals with each other in HubSpot. A practical guide to same object associations.

CRM SetupReporting
Clean Up Your HubSpot: Master Property Groups For Perfect Organization
Tutorial

Clean Up Your HubSpot: Master Property Groups For Perfect Organization

Learn how to set up HubSpot property groups to keep your CRM organized. Step-by-step guide to structure your contact and company data.

CRM SetupIntegrations

Ready To Talk?

Need Hands-On HubSpot Help?

Sidekick Strategies helps your humans get the most out of every HubSpot tool, feature, and workflow. Let's make your portal work harder for you.