Web Onboarding in HubSpot CRM

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

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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In this video

00:01 Homepage
00:04 Create account
00:08 Enter email
00:15 Verify email
00:17 Enter code
00:23 Continue
00:25 Set password
00:33 Continue
00:36 Enter name
00:42 Continue
00:45 Select industry
00:46 Search
00:49 Select industry
00:50 Continue
00:51 Select role
00:54 Enter company name
00:55 Select company size
00:58 Enter company website
01:01 Select location
01:02 Processing
01:03 Confirm you're human
01:30 Processing
01:37 Select experience level
01:39 Loading
01:42 Select category
01:47 Select template
01:52 Continue
01:56 Add contacts
02:15 Continue
02:19 Add teammate
02:22 Process template
02:23 Processing
02:36 Get started
02:41 Guided tour
02:49 Features
02:56 Guided tour
03:00 Features
03:16 Guided tour
03:45 Finish set up
03:50 Guides
03:53 Setting up account
03:58 Import contacts
04:04 Upload file
04:12 Continue
04:14 Review
04:23 Add properties
04:28 Continue
04:30 Set name
04:38 Continue
04:40 Import in progress
04:47 Setup complete
04:48 Contacts
04:50 Guides
05:08 Contacts
05:10 Account menu
05:19 Create email list
05:25 Continue
05:28 Guided tour
05:33 Set name
05:39 Continue
05:43 Select options
05:45 Continue
05:48 Filters
05:49 Add properties
05:53 Add filter
06:00 Edit filter
06:01 Search
06:04 Search results
06:06 Save
06:09 Task completed
06:15 Guides
06:20 Create email campaign
06:25 Select template
06:27 Select layout
06:46 Continue
06:49 Settings
06:55 Add subject
07:09 Emoji picker
07:12 Select type
07:16 Add company details
07:20 Company details
07:25 Enter zipcode
07:28 Save
07:34 Email settings
07:37 Upgrade offer
07:40 Email settings
07:43 Review and edit info
07:43 Review and send
07:53 Preview
08:05 Setup complete
08:19 Guides
08:22 Contacts
08:23 Account menu
08:38 Code copied
08:41 Continue
08:49 Create dashboard
08:56 Continue
08:58 Create dashboard
09:06 Dashboard
09:10 Set up complete
09:12 Dashboard
09:22 Guides
09:27 Contacts

Onboarding 127 Screens

Homepage

Create account

Enter email

Verify email

Enter code

Continue

Set password

Continue

Enter name

Continue

Select industry

Select industry

Continue

Select role

Enter company name

Select company size

Enter company website

Select location

Processing

Confirm you're human

Processing

Select experience level

Select category

Select template

Continue

Add contacts

Continue

Add teammate

Process template

Processing

Get started

Guided tour

Features

Guided tour

Features

Guided tour

Guided tour

Finish set up

Guides

Setting up account

Import contacts

Upload file

Continue

Review

Add properties

Continue

Set name

Continue

Import in progress

Setup complete

Contacts

Guides

Contacts

Account menu

Create email list

Continue

Guided tour

Set name

Continue

Select options

Continue

Filters

Add properties

Add filter

Edit filter

Search results

Save

Task completed

Guides

Create email campaign

Select template

Select layout

Continue

Settings

Add subject

Emoji picker

Select type

Add company details

Company details

Enter zipcode

Save

Email settings

Upgrade offer

Email settings

Review and edit info

Review and send

Preview

Setup complete

Guides

Contacts

Account menu

Code copied

Continue

Create dashboard

Continue

Create dashboard

Dashboard

Set up complete

Dashboard

Guides

Contacts

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HubSpot CRM Onboarding Flow on Web — Full Sequence

This recording documents the Onboarding 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 Onboarding Design Considerations

Onboarding 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 Onboarding on web reflects those realities, and seeing it in full makes it easy to understand the design decisions behind the flow.

A Reference for Onboarding Research on the Web

For growth teams, designers, and PMs researching Onboarding 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 Onboarding flow cover?

The recording captures the full Onboarding 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 Onboarding differ from its mobile versions?

Web Onboarding 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 Onboarding flows from other web products?

Yes. The web Onboarding 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 Onboarding recording?

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

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Web Onboarding in HubSpot CRM

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Other Business apps you might like

HubSpot CRM Onboarding Flow on Web — Full Sequence

Web-Specific Onboarding Design Considerations

A Reference for Onboarding Research on the Web

Frequently Asked Questions

What does the HubSpot CRM Onboarding flow cover?

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

Can I see Onboarding flows from other web products?

How up to date is the HubSpot CRM Onboarding recording?

Log In or Sign Up to See All
HubSpot CRM Flows