HubSpot Systems Administrator Learning Path
SAVE this checklist on your computer so your progress is saved as you complete each step.
In this learning path, you will learn everything you need to know in order to take over
a HubSpot account as an admin. Whether you are an admin for a new HubSpot
account, or you're taking over an existing account, you'll learn how to audit your
Marketing Hub or Sales Hub accounts, clean up your database, organize workflows,
improve email deliverability, and much more.
Learning Path Details
Estimated time to complete: 6 hours
Experience Level: Beginner
For those who want to:
• Audit their HubSpot Marketing and Sales Hub accounts and clean up their CRM database
• Understand lead segmentation, workflows, and email deliverability in HubSpot
• Optimize and manage their HubSpot account in the role of admin
Learning Path Curriculum
Our expertly picked curation of education to help you become an effective HubSpot Admin.
Step Training Details
How to smoothly take over an existing
HubSpot account
Step 1 Article
This article from the HubSpot Community will walk
you through the step-by-step process to smoothly 3 Min read
take over an existing HubSpot account as a new
systems administrator.
Setting Up Your CRM
Step 2 Whether you’re getting started with the HubSpot CRM, Lesson
migrating from another CRM, or even if you’re already
using the HubSpot CRM and want to gain insight into 4 videos (19 mins)
effective setup, this lesson will walk you through the
initial setup tasks for your CRM. You’ll learn why a CRM is
important and how the HubSpot CRM is configured.
HubSpot Systems Administrator Learning Path
Step Training Details
Auditing Your HubSpot Account
In this lesson, you will learn how to conduct a
Step 3 comprehensive audit of your HubSpot Marketing Hub Lesson
and Sales Hub accounts. Following the provided
worksheets, you'll audit your content and data, and clean 3 videos (15 mins)
up your database so your team can perform at their best.
This lesson is intended for new HubSpot admins or
admins looking to improve their account health.
Getting Started With the Salesforce
Integration in HubSpot
Step 4 Lesson
Sync HubSpot with Salesforce for a fast, reliable, and
powerful integration between your two databases. With
6 videos (16 mins)
this app, you’ll empower your sales team with valuable
data to help them prioritize their outreach, save time, build
more meaningful relationships, and close more deals.
Understanding Email Deliverability
Step 5 In this lesson you hear from the assistant postmaster at Lesson
HubSpot and learn how to identify trends in your email
deliverability metrics and what the next steps you can
take from them. You will learn how your email 3 videos (36 mins)
deliverability strategy will continue to help you build trust
with your contacts and create long-lasting relationships
with them.
Improve your email sending reputation
with a repair plan
Step 6 Article
This article from the HubSpot Knowledge Base will help
you improve your account’s email sending reputation 2 min read
by putting a repair plan in place.
HubSpot Systems Administrator Learning Path
Step Training Details
Monitor your email sending reputation
with the email health tool
Step 7 Article
This article from the HubSpot Knowledge Base will show
2 min read
you how you can monitor your account’s email sending
reputation by using the HubSpot email health tool.
De-duplicating Your Data in HubSpot
Step 8 Duplicate data leads to bad experiences for both your Lesson
team and your customers. See how HubSpot uses
machine learning to identify and merge duplicate
records, and learn how to use this tool to keep your 1 video (2 mins)
database clean and tidy.
Understanding Segmentation in HubSpot
Step 9 Creating a segmentation and contact management Lesson
strategy can help you create and organize the
relationships your business is developing with people. In 5 videos (18 mins)
this lesson, you'll learn why segmentation is important
and how to set up segmentation in HubSpot using the
lists tool.
Understanding Workflows in HubSpot
Step 10 Marketing automation technology can make tasks Lesson
simpler and easier and help you deliver content to
your leads and customers at the right time. In this
lesson, you'll learn about the importance of 7 videos (27 mins)
automation and how to get started using workflows,
the automation tool in HubSpot.
HubSpot Systems Administrator Learning Path
Step Training Details
Organizing and Streamlining Workflows
in HubSpot
Step 11 Lesson
As your business grows, the number of people creating
and editing workflows will likely increase. Learn how to 5 videos (16 mins)
use workflow features, like folders, revisions, the go to
action, and more to stay organized and streamline
workflows so that you maintain workflow efficiency.
How to Audit and Cleanup Your
Workflows in HubSpot
Step 12 Article
This blog article will walk you through the steps to audit
and cleanup your HubSpot workflows so your account 3 min read
can operate smoothly.
Managing Your HubSpot Account as
an Admin
Step 13 Course
This course covers the basics of being a HubSpot admin.
10 lessons (3 hours)
Next Steps
Here are your suggested next steps depending on which HubSpot products you have:
For Marketing Hub customers:
• HubSpot Marketing Software Certification
For Sales Hub customers
• HubSpot Sales Software Certification
HubSpot Systems Administrator Learning Path
Details
Congratulations from HubSpot Academy on
completing the HubSpot
Systems Administrator Learning Path!