HubSpot CRM and Marketing Hub Corporate Training
Master HubSpot CRM and Marketing Hub with guided labs on pipelines, campaigns, workflows, and revenue reporting.
Edstellar, a corporate training company, delivers corporate training that helps your team learn to run HubSpot CRM and Marketing Hub end to end. Employees develop clean CRM data habits, disciplined pipeline management, campaign building, and lead nurturing automation through guided labs led by practitioners. Each session is tuned to your portal, processes, and workflows.
Instructor-led group trainingVirtual / on-site / off-site10 languagesDelivered inEnglish, Spanish, Mandarin, German, Arabic, Portuguese, Hindi, French, Japanese, Italian100+ countriesWe have delivered inUnited States, United Kingdom, India, Canada, Germany, France, Netherlands, UAE, Saudi Arabia, Singapore, Australia, Japan, Brazil, South Africa and 90+ more countries
How we build a revenue-ready HubSpot team
The Edstellar HUBSPOT CRM CAPABILITY MODEL
Assess HubSpot readiness
Skill checks map your team's CRM hygiene, pipeline discipline, and campaign habits.
Set shared standards
One shared playbook for HubSpot properties, pipelines, naming, and lifecycle stages.
Practice in guided labs
Labs cover CRM setup, pipelines, campaigns, workflows, and reporting.
Measure the lift
Lab reviews benchmark each employee's HubSpot pipeline and campaign capability.
Scale across teams
One standard rolls out across sales, marketing, and service hubs.
Need more than one program?Get a group quote
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Program Overview: What is HubSpot CRM and Marketing Hub?
HubSpot CRM & Marketing Hub is a corporate training program for sales, marketing, and revenue operations teams adopting or scaling HubSpot. It covers CRM foundations and setup, pipeline management and deal flow, Marketing Hub campaign builds, lead scoring and nurture workflows, and reporting with attribution. Participants learn to run the full revenue engine inside one platform.
The program is delivered as instructor-led, lab-based training inside a live HubSpot portal. Guided labs have teams configure pipelines, build real email campaigns and landing pages, wire lead scoring, and construct dashboards from their own funnel logic. Instructors with HubSpot implementation experience review every build across six practice sessions and debug alongside participants. It ends with a Revenue Engine Capstone Lab where teams ship a working setup.
Most HubSpot instances decay into expensive contact databases: pipelines nobody trusts, campaigns built on hope, and reports nobody believes. Teams blame the tool when the real problem is sloppy configuration and no operating discipline. This program teaches the setup patterns and governance habits that keep HubSpot accurate, adopted, and trusted.
The capstone is a working Revenue Engine Lab: a configured pipeline with stages and automation, a scored nurture workflow, a live campaign, and an attribution dashboard, all built to the team's real sales process and stress-tested by instructors. Teams leave with a portal their reps will actually use and the documentation to keep it clean.
Six modules and 24 hours: CRM foundations, pipeline management, campaign builds, lead nurturing, and reporting and attribution. Every module pairs concepts with a guided lab, so each technique is practiced. It closes with a capstone revenue engine build the team plans, configures, and presents.
Delivery is hybrid across virtual and onsite sessions, scheduled around your calendar. Cohorts train as one group or split into batches, with session materials and lab guides included for every participant.
What's Included in this Workshop for Your Enterprise Teams
- 1
CRM setup labs
Configure data, imports, and associations.
- 2
Pipeline discipline
Stages, activities, and forecast hygiene.
- 3
Campaign builds
Emails, pages, forms, and tracking.
- 4
Nurture automation
Workflows, scoring, and lead routing.
- 5
Capstone build
Ship a full revenue engine with review.
- Instructor-led delivery across virtual, onsite, and hybrid
- Guided labs in every module with instructor coaching
- Capstone revenue engine build, reviewed with your team
- Flexible scheduling around your calendar
- Lab guides and reusable HubSpot templates included
- Group size and batches set along with you
Build your team's skills. Anywhere in the world.
Real-world use cases
from day one
Instructor-led training
for your teams
Delivered globally
in 100+ countries
Enterprise Training Solutions Customized for Your Company
One partner for instructor-led corporate training, delivered the way your teams work.
Request a Training Quote- Customized Training Delivery
- Scale Your Training: Small to Large Teams
- In-person Onsite, Live Virtual or Hybrid Training Modes
- Plan from 2000+ Industry-ready Training Programs
- Hands-On Labs on Live Infrastructure, Led by Industry Experts
HubSpot CRM and Marketing Hub Course Topics and Program Outline
A tailored 24-hour, six-module workshop: one learning journey from HubSpot CRM setup to a capstone revenue engine build. Sessions pair concepts with labs on real-world use cases. Materials include lab guides and templates, plus a capstone assessment.
Built by Edstellar with HubSpot practitioners
Built by practitioners who run HubSpot CRM and Marketing Hub in production, shaped around your stack and use cases.
Skill checks baseline your team's CRM hygiene, pipeline discipline, and marketing campaign habits before training begins.
Live instruction covers the HubSpot data model, pipeline mechanics, and Marketing Hub campaign building from day one.
Guided labs build campaign, lead scoring, and workflow skill across 8 hours of hands-on HubSpot practice.
Your team ships a capstone revenue engine build in 5 hours, reviewed against pipeline and campaign criteria.
From CRM data setup to a capstone revenue engine, every technique is practiced in guided labs.
Delivered as
Delivered as a hybrid program of live instruction and guided labs, scheduled around your team's calendar in flexible batches.
Import a messy contact file, resolve duplicates, and configure associations and properties with team-safe standards.
learna)Contacts, companies, deals, and tickets
b)Associations and the CRM data model
c)Custom properties and naming standards
d)Importing data and handling duplicates
Build a pipeline with required stage properties, run a task queue, and log a full week of rep activity.
learna)Pipeline stages and deal records
b)Required properties and stage rules
c)Tasks, queues, and the meeting scheduler
d)Activity logging and forecast hygiene
Build and launch a mock campaign: email, landing page, form, and CTA, with tracking and an A/B variant.
practicea)Marketing emails and templates
b)Landing pages and forms
c)CTAs and personalization tokens
d)A/B testing and campaign tracking
e)Social scheduling and asset reuse
Design a scoring model, build a nurture workflow with branches, and route test leads to the right reps.
practicea)Lifecycle stages and lead status
b)Lists, segmentation, and lead scoring
c)Workflow enrollment and branching
d)Lead rotation and sequences
e)Nurture programs that sales follows
Build a funnel report, an attribution view, and a leadership dashboard from live portal data.
applya)Custom reports and data sources
b)Funnel and pipeline reports
c)Attribution models and revenue analytics
d)Sales and marketing dashboards
e)Sharing reports with stakeholders
Ship a complete HubSpot revenue engine: CRM data, a live campaign, nurturing workflows, and dashboards, then present it for instructor review.
applya)End-to-end system design
b)CRM, campaign, and workflow build
c)Reporting and handoff documentation
d)Instructor review and presentation
Customize this program tailored to your team?
Tell us your training needs: what your team already works with, the level they’re at, and the topics you want them to focus on. We’ll adjust the modules, duration and hands-on labs, and send you a customized outline for your group.
Key Skills and Outcomes Your Team Will Gain
Seven job-ready outcomes your team will demonstrate by the end of the program. Each competency is practiced in guided labs and reviewed in the capstone build.
Configure HubSpot CRM data
Set up contacts, companies, deals, and tickets with associations and clean imports.
Manage sales pipelines
Build pipeline stages, log activities, run tasks and queues, and advance deals consistently.
Build marketing campaigns
Launch emails, landing pages, forms, and CTAs in Marketing Hub with tracking attached.
Automate lead nurturing
Build workflows that enroll, score, rotate, and follow up with leads automatically.
Segment and score leads
Use lists, lifecycle stages, and lead scoring to focus effort on revenue-ready contacts.
Build revenue reports
Create custom reports, funnels, and attribution dashboards for sales and marketing.
Launch a revenue engine
Combine CRM, campaigns, and automation into one capstone system reviewed by the instructor.
Teams that Benefit from this HubSpot CRM and Marketing Hub Group Training
This group training is built for sales, marketing, and operations teams running HubSpot who want disciplined pipelines and campaigns that track to revenue. Content adapts to each cohort's roles, portal, and experience, so every batch practices the workflows it owns, from CRM setup to attribution.
Run HubSpot pipelines with clean, consistent deal data.
Sales operations teams build the pipeline discipline reps rely on: stage rules, required properties, and activity standards that keep forecasts honest and handoffs clean.
Workflow friction
- Deals stall in stale pipeline stages
- Contact and company data riddled with duplicates
- No shared standard for logging activities
How the program helps
- Pipelines that reflect live deal reality
- Duplicate-free CRM data your team trusts
- Consistent activity logging across reps
Practice use cases
- Pipeline hygiene labs
- Deal stage drills
- Import cleanup practice
Launch Marketing Hub campaigns that feed the pipeline.
Demand generation teams build campaigns that track cleanly: emails, landing pages, and forms wired to reporting so every dollar of spend is traceable.
Workflow friction
- Campaigns built without tracking attached
- Forms and landing pages underperforming
- Email sends lack segmentation
How the program helps
- Campaigns with end-to-end tracking
- High-converting forms and landing pages
- Segmented sends that lift engagement
Practice use cases
- Campaign build labs
- Form optimization drills
- Email segmentation practice
Turn CRM data into expansion and retention plays.
Account managers use a single customer view in HubSpot to spot expansion signals, run renewal playbooks, and hand accounts off without losing context.
Workflow friction
- Customer data scattered across tools
- Renewal signals buried in the CRM
- Follow-ups missed after handoffs
How the program helps
- One customer view in HubSpot
- Renewal and upsell alerts that fire
- Handoff playbooks that stick
Practice use cases
- Account view labs
- Renewal alert builds
- Handoff playbook drills
Automate lead flow from capture to sales handoff.
Marketing operations teams own the automation layer: lead routing, scoring models, and monitored workflows that move leads to sales in minutes.
Workflow friction
- Manual lead routing slows response times
- Lead scoring rules nobody trusts
- Workflows break without warning
How the program helps
- Automatic lead routing in minutes
- Scoring models the team believes
- Monitored workflows that stay healthy
Practice use cases
- Workflow build labs
- Scoring model drills
- Routing automation practice
Cohorts train as a cross-functional workforce, with each small group aligned on shared pipeline and campaign standards.
Prerequisites: This program benefits sales, marketing, and operations teams who run or support HubSpot CRM and Marketing Hub. Basic familiarity with sales or marketing workflows helps but is not required, and no prior HubSpot experience is needed. Content adapts to each cohort's tools, processes, and experience level.
Sales Rep to HubSpot Revenue Operator
Tracks how team members progress from basic HubSpot setup to advanced pipeline and campaign engineering across the program's learn, practice, and apply phases.
A program that grows with sales and marketing careers, from first HubSpot setup to confident revenue engine delivery.
Mixed cohort, or several teams at once?
We can tailor the training to different teams, roles, and experience levels within the same program.
Certificate of Training Completion.
On successful completion, employees receive an Edstellar course completion certificate, recognizing their commitment to ongoing learning and professional development. It validates the skills they have built and motivates them to keep growing and contribute to organizational success.
Earned, not attended. Awarded on completion of all hands-on labs and the capstone project.
Training Delivery Modes: Virtual, Onsite and Hybrid
Instructor-led sessions mix onsite and virtual delivery with guided labs throughout, built around your HubSpot portal and processes.
Hybrid Training
Instructor-led sessions mix onsite and virtual delivery with guided labs throughout. Teams configure HubSpot workflows in their own portal while the instructor coaches and reviews builds. Hybrid keeps scheduling flexible without losing live interaction.
- Live instruction across onsite and virtual sessions
- Guided labs with instructor coaching and build reviews
- Real HubSpot workflows in your own portal
- Flexible scheduling without losing live interaction
Onsite Training
Instructor-led training at your offices, with labs set up in your HubSpot portal and processes. The instructor pairs with the team in person, reviews builds together, and tunes exercises to your sales process and workflows.
- Instructor-led training at your offices
- Labs set up in your HubSpot portal
- In-person pairing and build reviews
- Exercises tuned to your sales process
Live Virtual Training
Live virtual sessions on Zoom or Teams with screen-shared pairing, breakout labs, and real-time build review. Your team gets the same guided labs and instructor coaching as onsite, from anywhere.
- Live virtual sessions on Zoom or Teams
- Screen-shared pairing and breakout labs
- Real-time build review with the instructor
- Same guided labs as onsite, from anywhere
Need a training format that works for your team?
Full days, half days across weeks, or split by module. Tell us the delivery window and we schedule the cohort around it.
Frequently Asked Questions
Share your team size, timelines, and delivery preference, and we will send a detailed per-group quote with batch options.
Yes. Book a discovery call and we will map your HubSpot portal, pipelines, and goals to a tailored training plan before you commit.
Yes. Live virtual sessions run on Zoom or Teams with the same guided labs and instructor coaching as onsite delivery.
Yes. The instructor runs the full program at your offices, with labs set up in your HubSpot portal for a realistic practice environment.
The program runs 24 hours of instructor-led training, usually across three to six days or weekly sessions on a flexible, mutually agreed schedule.
Question not answered here?
Put it in the request. A training specialist answers it directly, within one business day.
Where this Training Fits in Your Team's learning path.
HubSpot comes after inbound strategy, because the platform was built around that approach. Your team learns the method first, then sets up HubSpot to run it, automates lifecycle campaigns on top, and finally measures the results across channels.
Why Choose Edstellar as Your HubSpot CRM and Marketing Hub Corporate Training Provider
When comparing providers, Edstellar is the training partner teams choose for sales and marketing expertise and 5+ years of corporate training experience. Our methodology blends concise instruction with guided labs, and we share each trainer profile before booking. The result is measurable quality in the pipeline your team runs.
EXPERT TRAINERS
YEARS DELIVERING
ORGANIZATIONS TRAINED
CERTIFIED
Tailored
Every cohort's labs, examples, and exercises are tuned to your HubSpot portal, pipelines, and sales process.
Proven Methodology
Concise instruction followed by guided labs and reviews, a repeatable method that turns HubSpot features into daily habits.
Practice-Based Learning
Six modules of guided labs and a capstone revenue engine build keep your team configuring, not just watching.
Expert Trainers
Practitioners who run HubSpot CRM and Marketing Hub in production lead every session and review your team's builds.
Global Scale
One consistent program delivered across your offices worldwide, adapted to each region's sales process.
Measurable Outcomes
Lab checkpoints and a capstone review prove skill gains you can report internally.
Connect HubSpot CRM Data With Tested Campaigns and Revenue Reporting
Edstellar develops HubSpot capability through an integrated sales and marketing case. Teams organize contacts, configure deal stages, and build campaign assets before testing scoring and nurture workflows. The final revenue-engine demonstration is reviewed for consistent data, correct routing, coherent funnel reporting, and clear explanations of the automation and attribution choices made.
- Step 01
Consult
We explore CRM data quality, pipeline consistency, and nurture or reporting gaps, establishing participants' sales, marketing, and operations responsibilities and familiarity with funnel workflows.
- Step 02
Plan
CRM setup leads into pipeline management, campaign builds, lead scoring and nurturing, and attribution reporting before the complete HubSpot revenue-engine lab is reviewed.
- Step 03
Align
We align HubSpot implementation expertise with cross-functional revenue roles, confirming suitable portal access, available features, and test arrangements before building campaigns and workflows.
- Step 04
Customize
Sample contacts, deal stages, and campaign briefs reflect the cohort's funnel logic, using test leads to compare scoring branches, routing, and reporting behavior.
- Step 05
Execute
Participants deduplicate contacts, build campaign variants, and test nurture paths, receiving feedback on property standards, stage requirements, lead routing, and the interpretation of funnel reports.
- Step 06
Evaluate
We assess the integrated setup for coherent CRM records, functioning campaign and nurture flows, correct test-lead routing, and dashboard measures that match the stated funnel logic.
Also from Edstellar
Talent assessments
Psychometric, behavioral, leadership and 360-degree assessment.
→Training needs analysis
Needs analysis, gap identification, and a training roadmap.
→L&D consulting
Learning strategy, content, technology and ROI measurement.
→OD consulting
Org design, succession planning and cultural change.
→Managed training services
Training outsourcing, vendor management, logistics and administration.
→Coaching solutions
Executive and manager coaching that keeps skills in use.
Start an RFP shaped to your needs.
Answer three quick questions about team size, scope, and how often you need the program run, then send the request from the last step. Everything you choose travels with it, so you only fill this in once.
How many team members need training?
HubSpot CRM & Marketing Hub Training Training Packages & Pricing
Where L&D holds an annual budget, license packages price the whole year at once instead of raising a purchase order per workshop. Hours and licenses are pooled across teams, programs and locations, so unused capacity is not stranded in one department.
Starter
120
trainee licenses64 hours of group training
Tailored for SMBs
Growth
320
trainee licenses160 hours of group training
Ideal for growing SMBs
Enterprise
800
trainee licenses400 hours of group training
Designed for large corporations
Custom
Unlimited
trainee licensesDuration set by the rollout
Multi-region and multi-year
Training Packages & Pricing
Choose the training format that works for your team. Pricing is customized based on your requirements, cohort size, and delivery needs.
Request HubSpot CRM and Marketing Hub Training for Your Team
Share your team size, HubSpot portal details, pipeline stages, and timelines to receive a tailored training plan and quote. Book a discovery call to discuss your goals; we confirm availability and respond with a proposal.