--- title: HubSpot Sales Hub Onboarding Services | CTA9 description: Set up HubSpot Sales Hub the right way, pipelines, sequences, quotes, and CRM hygiene from a certified implementation partner. image: https://cta9.com/hubfs/CTA9_New_Theme/images/CMS%20Hub%20development%20agency%20CTA9.png --- [Skip to content](https://cta9.com/hubspot-sales-hub-onboarding#main-content) [![CTA9 Logo](https://cta9.com/hubfs/CTA9_New_Theme/images/cta9-logo-white-trademark.svg "CTA9 Logo")](https://cta9.com/) - Services - [Get Indexed by AI](https://cta9.com/website-ai-index) - [Hire HubSpot Developers](https://cta9.com/hire-hubspot-developers) - [HubSpot AI Implementation](https://cta9.com/hubspot-ai-implementation) - [HubSpot AEO Services](https://cta9.com/hubspot-aeo-services) - [Website Migration](https://cta9.com/hubspot-website-migration) - [Website Redesign](https://cta9.com/hubspot-website-redesign) - [Custom Development & API Integrations](https://cta9.com/hubspot-custom-development) - Onboarding - [Marketing Hub Onboarding](https://cta9.com/hubspot-marketing-hub-onboarding) - [Sales Hub Onboarding](https://cta9.com/hubspot-sales-hub-onboarding) - [CMS Hub Onboarding](https://cta9.com/hubspot-cms-hub-onboarding) - Pricing - [Website Development](https://cta9.com/pricing) - [Website Maintenance](https://cta9.com/hubspot-website-maintenance-pricing) - [Case Studies](https://cta9.com/case-studies) - [Resources](https://cta9.com/blog) [Schedule Free Demo](https://cta9.com/contact) - Services - [Get Indexed by AI](https://cta9.com/website-ai-index) - [Hire HubSpot Developers](https://cta9.com/hire-hubspot-developers) - [HubSpot AI Implementation](https://cta9.com/hubspot-ai-implementation) - [HubSpot AEO Services](https://cta9.com/hubspot-aeo-services) - [Website Migration](https://cta9.com/hubspot-website-migration) - [Website Redesign](https://cta9.com/hubspot-website-redesign) - [Custom Development & API Integrations](https://cta9.com/hubspot-custom-development) - Onboarding - [Marketing Hub Onboarding](https://cta9.com/hubspot-marketing-hub-onboarding) - [Sales Hub Onboarding](https://cta9.com/hubspot-sales-hub-onboarding) - [CMS Hub Onboarding](https://cta9.com/hubspot-cms-hub-onboarding) - Pricing - [Website Development](https://cta9.com/pricing) - [Website Maintenance](https://cta9.com/hubspot-website-maintenance-pricing) - [Case Studies](https://cta9.com/case-studies) - [Resources](https://cta9.com/blog) [Schedule Free Demo](https://cta9.com/contact) # HubSpot Sales Hub Onboarding ###### Hi, you purchased HubSpot SALES Hub and now looking for onboarding? We have created video tutorial series covering HubSpot Sales Hub Onboarding. ## Sales Hub Onboarding Tutorials ![Add-Live-Chat-Tool](https://cta9.com/hs-fs/hubfs/Add-Live-Chat-Tool.jpg?width=1280&height=720&name=Add-Live-Chat-Tool.jpg) ![How to Create Lists (Segmentation) in HubSpot](https://cta9.com/hs-fs/hubfs/How%20to%20Create%20Lists%20(Segmentation)%20in%20HubSpot.jpg?width=2000&height=1125&name=How%20to%20Create%20Lists%20(Segmentation)%20in%20HubSpot.jpg) ![Import-contacts-comapanies](https://cta9.com/hs-fs/hubfs/Import-contacts-comapanies.jpg?width=1280&height=720&name=Import-contacts-comapanies.jpg) ![Setup Permissions & Assign Sales Seat in HubSpot](https://cta9.com/hs-fs/hubfs/Setup%20Permissions%20%20%26%20Assign%20Sales%20Seat%20in%20HubSpot.jpg?width=2000&height=1125&name=Setup%20Permissions%20%20%26%20Assign%20Sales%20Seat%20in%20HubSpot.jpg) ![How to Connect Sales Email Inbox in HubSpot](https://cta9.com/hs-fs/hubfs/How%20to%20Connect%20Sales%20Email%20Inbox%20in%20HubSpot.jpg?width=2000&height=1125&name=How%20to%20Connect%20Sales%20Email%20Inbox%20in%20HubSpot.jpg) ![How to Connect Sales Reps Calendar in HubSpot](https://cta9.com/hs-fs/hubfs/How%20to%20Connect%20Sales%20Reps%20Calendar%20in%20HubSpot.jpg?width=2000&height=1125&name=How%20to%20Connect%20Sales%20Reps%20Calendar%20in%20HubSpot.jpg) ![How to Setup Round Robin Meeting Link in HubSpot](https://cta9.com/hs-fs/hubfs/How%20to%20Setup%20Round%20Robin%20Meeting%20Link%20in%20HubSpot.jpg?width=2000&height=1125&name=How%20to%20Setup%20Round%20Robin%20Meeting%20Link%20in%20HubSpot.jpg) ![How to Setup Deal Currencies in HubSpot](https://cta9.com/hs-fs/hubfs/How%20to%20Setup%20Deal%20Currencies%20%20in%20HubSpot.jpg?width=2000&height=1125&name=How%20to%20Setup%20Deal%20Currencies%20%20in%20HubSpot.jpg) ![How to Create Sales Pipeline & Deal Stages](https://cta9.com/hs-fs/hubfs/How%20to%20Create%20%20Sales%20Pipeline%20%26%20%20Deal%20Stages.png?width=2000&height=1125&name=How%20to%20Create%20%20Sales%20Pipeline%20%26%20%20Deal%20Stages.png) ![How to Setup Product Library in HubSpot](https://cta9.com/hs-fs/hubfs/How%20to%20Setup%20Product%20Library%20in%20HubSpot.png?width=2000&height=1125&name=How%20to%20Setup%20Product%20Library%20in%20HubSpot.png) ![How to Create Quotes Inside HubSpot](https://cta9.com/hs-fs/hubfs/How%20to%20Create%20Quotes%20Inside%20HubSpot.jpg?width=2000&height=1125&name=How%20to%20Create%20Quotes%20Inside%20HubSpot.jpg) [Schedule Free Demo](https://cta9.com/contact) [Watch Playlist on YouTube](https://www.youtube.com/playlist?list=PLKVlEwFPCo8KaCkWprNxZRyNlJZlSaJrx) #### What's Included Pipeline setup, sequences, quote templates, deal stages, and CRM data cleanup, so your sales team is working from one clean system, not three spreadsheets and a prayer.   #### Sales Hub vs. Marketing Hub Onboarding, Which Do You Need If your team lives in the pipeline, deals, quotes, follow-ups, you want Sales Hub onboarding. If your team lives in campaigns, email, and forms, you want \[Marketing Hub onboarding\](/hubspot-marketing-hub-onboarding). Most growing teams end up needing both. ## Book A Meeting With Us Don’t want to wait any further? As per your availability, book a call with our customer success representative. Contact the CTA9 customer success manager to discuss your HubSpot challenges and difficulties, and we'll provide you with the best techniques for using HubSpot CRM and CMS to boost your revenue. ## Frequently Asked Questions(FAQs) - ###### Do you migrate data from our old CRM? Yes, we'll clean and migrate your existing CRM data rather than starting your pipeline from zero. - ###### Can you train our sales team directly? Yes, hands-on training is part of the onboarding, not a separate add-on. [![CTA9 Logo](https://cta9.com/hubfs/CTA9_New_Theme/images/cta9-logo-white-trademark.svg "CTA9 Logo")](https://cta9.com/) We're a Gold Tier HubSpot Solution Partner Focused on CMS Hub Development. - - - - - ![Hubspot Gold](https://cta9.com/hs-fs/hubfs/CTA9_New_Theme/images/gold-badge-color.webp?width=123&height=122&name=gold-badge-color.webp) - Services - [Get Indexed by AI](https://cta9.com/website-ai-index) - [Hire HubSpot Developers](https://cta9.com/hire-hubspot-developers) - [HubSpot AI Implementation](https://cta9.com/hubspot-ai-implementation) - [HubSpot AEO Services](https://cta9.com/hubspot-aeo-services) - [Website Migration](https://cta9.com/hubspot-website-migration) - [Website Redesign](https://cta9.com/hubspot-website-redesign) - [Custom Development & API Integrations](https://cta9.com/hubspot-custom-development) - Onboarding - [Marketing Hub Onboarding](https://cta9.com/hubspot-marketing-hub-onboarding) - [Sales Hub Onboarding](https://cta9.com/hubspot-sales-hub-onboarding) - [CMS Hub Onboarding](https://cta9.com/hubspot-cms-hub-onboarding) - Quick Links - [About CTA9](https://cta9.com/about) - [Development Plan](https://cta9.com/pricing) - [Maintenance Plan](https://cta9.com/hubspot-website-maintenance-pricing) - [Case Studies](https://cta9.com/case-studies) - [llms.txt](https://cta9.com/hubfs/llms.txt) [Schedule Free Demo](https://cta9.com/contact) © 2021-2026 All rights reserved. - [Terms and Conditions](https://cta9.com/toc) - [Privacy Policy & Disclaimer](https://cta9.com/privacy) - [SLA](https://cta9.com/sla) ```json { "@context" : "https://schema.org", "@type" : "Organization", "address" : { "@type" : "PostalAddress", "addressCountry" : "India", "addressLocality" : "Mumbai" }, "email" : "pawan@cta9.com", "logo" : "https://22291260.fs1.hubspotusercontent-na1.net/hubfs/22291260/CTA9/CTA_logo.svg", "name" : "CTA9", "sameAs" : [ "https://www.linkedin.com/company/cta9/", "https://www.youtube.com/@cta9crm", "https://twitter.com/cta9crm", "https://www.facebook.com/cta9crm", "https://www.instagram.com/cta9crm/" ], "telephone" : "9772898000", "url" : "https://cta9.com" } ``` ```json { "@context" : "https://schema.org", "@type" : "FAQPage", "mainEntity" : [ { "@type" : "Question", "acceptedAnswer" : { "@type" : "Answer", "text" : "Yes, we'll clean and migrate your existing CRM data rather than starting your pipeline from zero." }, "name" : "Do you migrate data from our old CRM?" }, { "@type" : "Question", "acceptedAnswer" : { "@type" : "Answer", "text" : "Yes, hands-on training is part of the onboarding, not a separate add-on." }, "name" : "Can you train our sales team directly?" } ] } ```