Web CRM in HubSpot CRM

Watch a recorded CRM flow inside HubSpot CRM on desktop web. Every screen and interaction is captured step by step — see exactly how HubSpot CRM designs the CRM experience for web users.

Business, CRM

HubSpot CRM is a user-friendly platform designed to streamline customer relationship management for businesses of all sizes. It offers tools for tracking and managing leads, automating workflows, and analyzing sales performance, all within a single interface. With its seamless integrations and robust reporting capabilities, HubSpot CRM helps teams optimize customer interactions and drive growth.

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  • Web
Showing 23 Flows
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In this video
  • Contacts
  • Create contact
  • Enter email
  • Enter name
  • Set owner
  • Search
  • Add job title
  • Submit error
  • Enter phone number
  • Continue
  • Select stage
  • Set status
  • Continue
  • Contact details
  • Create note
  • Edit text
  • More options
  • Upload image
  • Save
  • Contact details
  • Email
  • Select template
  • Search
  • Search results
  • Email
  • Meetings
  • Email
  • Contact details
  • Create task
  • More
  • Meeting details
  • Filter
  • Select date
  • Select time
  • Set duration
  • Add details
  • Save
  • More
  • Upgrade
  • Contact details
  • Edit properties
  • Contact details
  • Action menu
  • Find company
  • Add company details
  • Set owner
  • Select industry
  • Select type
  • Enter city
  • Continue
  • Companies
  • Add deal
  • Select stage
  • Set amount
  • Select date
  • Select type
  • Set priority
  • Add item
  • Continue
  • Deal details
  • Customize appearance
  • Deals
  • Activities
  • Filter
  • Select user
  • Filtered results
  • Select user
  • Filtered results
  • Activity feed
  • Notes
  • Note details
  • Add comment
  • Save
  • Email
  • Tasks
  • Meetings
  • Deals
  • Navigation menu
  • Contacts
  • Create task
  • Add title
  • Select type
  • Set priority
  • Set due date
  • Select time
  • Set reminder
  • Save
  • Task created
  • Contacts
  • Delete
  • Contacts
  • Filtered results
  • Contacts
  • Export
  • Continue
  • Export complete
  • Contacts
  • Navigation menu
  • Deals
  • Assign
  • Set owner
  • Save
  • Changes saved
  • Deals
  • Deal details
  • Select stage
  • Changes saved
CRM 124 Screens
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Contacts
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Create contact
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Enter email
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Enter name
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Set owner
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Search
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Add job title
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Submit error
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Enter phone number
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Continue
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Select stage
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Set status
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Continue
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Contact details
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Create note
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Edit text
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More options
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Upload image
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Save
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Contact details
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Email
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Select template
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Search
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Search results
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Email
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Meetings
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Email
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Contact details
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Create task
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More
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Meeting details
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Filter
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Select date
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Select time
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Set duration
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Add details
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Save
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More
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Upgrade
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Contact details
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Edit properties
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Contact details
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Action menu
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Find company
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Add company details
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Set owner
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Select industry
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Select type
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Enter city
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Continue
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Companies
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Add deal
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Select stage
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Set amount
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Select date
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Select type
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Set priority
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Add item
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Continue
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Deal details
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Customize appearance
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Deals
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Activities
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Filter
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Select user
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Filtered results
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Select user
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Filtered results
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Activity feed
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Notes
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Note details
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Add comment
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Save
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Email
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Tasks
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Meetings
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Deals
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Navigation menu
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Contacts
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Create task
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Add title
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Select type
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Set priority
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Set due date
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Select time
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Set reminder
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Save
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Task created
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Contacts
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Delete
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Delete
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Contacts
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Filtered results
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Filtered results
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Contacts
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Export
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Continue
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Export complete
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Contacts
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Navigation menu
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Deals
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Assign
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Set owner
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Save
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Changes saved
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Deals
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Deal details
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Select stage
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Changes saved
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HubSpot CRM Flows

  • Contacts
  • Create contact
  • Enter email
  • Enter name
  • Set owner
  • Search
  • Add job title
  • Submit error
  • Enter phone number
  • Continue
  • Select stage
  • Set status
  • Continue
  • Contact details
  • Create note
  • Edit text
  • More options
  • Upload image
  • Save
  • Contact details
  • Email
  • Select template
  • Search
  • Search results
  • Email
  • Meetings
  • Email
  • Contact details
  • Create task
  • More
  • Meeting details
  • Filter
  • Select date
  • Select time
  • Set duration
  • Add details
  • Save
  • More
  • Upgrade
  • Contact details
  • Edit properties
  • Contact details
  • Action menu
  • Find company
  • Add company details
  • Set owner
  • Select industry
  • Select type
  • Enter city
  • Continue
  • Companies
  • Add deal
  • Select stage
  • Set amount
  • Select date
  • Select type
  • Set priority
  • Add item
  • Continue
  • Deal details
  • Customize appearance
  • Deals
  • Activities
  • Filter
  • Select user
  • Filtered results
  • Select user
  • Filtered results
  • Activity feed
  • Notes
  • Note details
  • Add comment
  • Save
  • Email
  • Tasks
  • Meetings
  • Deals
  • Navigation menu
  • Contacts
  • Create task
  • Add title
  • Select type
  • Set priority
  • Set due date
  • Select time
  • Set reminder
  • Save
  • Task created
  • Contacts
  • Delete
  • Contacts
  • Filtered results
  • Contacts
  • Export
  • Continue
  • Export complete
  • Contacts
  • Navigation menu
  • Deals
  • Assign
  • Set owner
  • Save
  • Changes saved
  • Deals
  • Deal details
  • Select stage
  • Changes saved

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HubSpot CRM CRM Flow on Web — Full Sequence

This recording documents the CRM flow inside HubSpot CRM's web experience, captured from the live desktop product. Rather than showing summarized highlights, it preserves the full flow — every screen, hover state, transition, and UX decision — so you can study the real experience, not a press-ready version.

Web-Specific CRM Design Considerations

CRM on the web comes with different constraints than mobile: larger screens, multi-column layouts, keyboard shortcuts, and richer interaction possibilities. HubSpot CRM's approach to CRM on web reflects those realities, and seeing it in full makes it easy to understand the design decisions behind the flow.

A Reference for CRM Research on the Web

For growth teams, designers, and PMs researching CRM patterns on the web, this recording provides a direct reference to a production implementation. For teams benchmarking against HubSpot CRM specifically, it's a detailed look at how the brand handles this moment of the experience.

Frequently Asked Questions

What does the HubSpot CRM CRM flow cover?

The recording captures the full CRM sequence inside HubSpot CRM on desktop web — every step, every transition, and every significant design decision from start to finish.

How does HubSpot CRM's web CRM differ from its mobile versions?

Web CRM flows typically use more screen real estate, richer hover interactions, and keyboard-friendly patterns that don't work on mobile. If HubSpot CRM also has iOS or Android entries, you can cross-reference to see the platform differences.

Can I see CRM flows from other web products?

Yes. The web CRM flows category gathers the same flow type from many different web products, so you can compare HubSpot CRM's approach against competitors and alternatives.

How up to date is the HubSpot CRM CRM recording?

Recordings are refreshed when HubSpot CRM ships notable redesigns, so the CRM flow reflects the current web experience.