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HubSpot Admin & Technical Training
Join HubSpot Admin & Technical Training – Learn CRM Configuration, Workflow Automation & System Integrations
Course Overview
Gain hands-on expertise in configuring, managing, automating, and optimizing HubSpot CRM environments to support scalable marketing and service operations.
The HubSpot Admin & Technical Training by Iteanz is designed to help aspiring HubSpot administrators, CRM managers, RevOps professionals, and technical consultants build end-to-end expertise in configuring, managing, and optimizing the HubSpot CRM platform.
This training equips learners with the practical skills required to administer and customize HubSpot environments, including CRM setup, user and permission management, data modeling, workflow automation, reporting, and system integrations aligned with modern marketing, sales, and service operations.
Participants will gain the technical confidence to act as HubSpot administrators who can translate business requirements into efficient CRM configurations while ensuring seamless operations, automation, and governance within the HubSpot ecosystem.
Prerequisites
Technical Prerequisites
- Basic understanding of CRM platforms and cloud-based applications
- Familiarity with web application concepts and browser-based tools
- Basic knowledge of data structures such as contacts, companies, deals, and tickets
- Understanding of workflows, automation, or rule-based systems is helpful
- Prior exposure to HubSpot or any CRM system is beneficial but not mandatory
Domain Prerequisites (preferred but not mandatory)
- Understanding of sales, marketing, or customer service processes
- Familiarity with inbound marketing or RevOps concepts
- Awareness of lead lifecycle stages, pipelines, and customer journeys
- Basic understanding of data management and reporting concepts
Recommended Skills
- Strong analytical and problem-solving skills
- Ability to translate business requirements into CRM configurations
- Attention to detail while configuring workflows, properties, and permissions
- Willingness to learn HubSpot best practices, governance, and platform updates
- Interest in CRM administration, operations, and marketing technology (MarTech)
Learning Objectives
Architect & Govern: Design and maintain a scalable HubSpot environment for multi-team organizations.
Technical Customization: Utilize HubDB and Custom Objects to handle complex data structures.
Automation Mastery: Build advanced workflows using custom code actions and sophisticated logic.
Technical Integration: Connect HubSpot with external systems (ERPs, CRMs) using APIs and Python.
Compliance & Security: Enforce data privacy standards (GDPR/CCPA) and manage advanced user permissions.
Who Can Attend
HubSpot Admins & Super Users looking to move into technical management.
Operations Professionals (RevOps, SalesOps, MarkOps) responsible for platform efficiency.
IT Managers & Developers tasked with integrating HubSpot into a wider tech stack.
Data Architects focused on CRM data integrity and governance.
Curriculum
Module 1: HubSpot Platform Architecture & Admin Tools
- The role of a Technical Admin in the HubSpot ecosystem.
- Overview of HubSpot’s Multi-Hub architecture (Marketing, Sales, Service, CMS).
- Navigating Settings: Domain management, account defaults, and tracking codes.
Module 2: Advanced User & Asset Governance
- Managing users, teams, and hierarchical permission sets.
- Asset Partitioning: Controlling visibility across brands or regions.
- Establishing naming conventions and folder structures for scalability.
Module 3: CRM Data Strategy & Custom Objects
- Designing the data schema: Standard vs. Custom Objects.
- Property management: Field types, validation rules, and dependent properties.
- Association labels and managing many-to-many relationships.
Module 4: Data Health & Technical Cleanup
- Managing data quality with deduplication tools and formatting rules.
- Import/Export strategies for large datasets.
- Auditing account health: Using the Command Center and audit logs.
Module 5: Automation Architecture & Advanced Workflows
- Strategic workflow design: Avoiding "Automation Spaghetti."
- Advanced triggers, branching logic, and delay management.
- Cross-functional automation between Sales, Marketing, and Service.
Module 6: HubSpot Technical Development (CMS & HubDB)
- Introduction to HubDB: Creating and managing relational data tables.
- Building dynamic, data-driven content using HubDB.
- Understanding the HubSpot CMS framework for admins.
Module 7: HubSpot API Fundamentals & Private Apps
- Working with HubSpot APIs (REST API basics).
- Authentication methods: API Keys (Legacy) vs. Private Apps & OAuth.
- Using Postman to test and interact with HubSpot endpoints.
Module 8: Custom Integrations with Python
- Introduction to Serverless Functions within HubSpot workflows.
- Writing Python scripts to perform custom data transformations.
- Syncing HubSpot data with external databases or ERPs.
Module 9: Advanced Reporting & Revenue Attribution
- Building custom reports across multiple objects.
- Multi-touch attribution models and revenue tracking.
- Creating executive dashboards and automated report distribution.
Module 10: Security, Compliance & Platform Maintenance
- Setting up Two-Factor Authentication (2FA) and SSO.
- GDPR/CCPA compliance tools and data privacy settings.
- Ongoing maintenance: Sandbox management and beta testing new features.
Get Started with a Demo
Key Features of our Training.
Expert Trainers
Learn from experienced professionals and industry experts with real-world knowledge.
Hands-On Training
Gain practical experience through real-world scenarios, projects, and interactive exercises.
Customizable Corporate Training
Tailored solutions to meet the unique needs of organisations and teams.
Certifications & Assistance
Courses are aligned with international standards and we also help you to prepare for globally recognised certifications.
Global Recognition
Trusted by individuals and enterprises worldwide, with a track record of successful alumni and partnerships.
24 x 7 Expert Support
We have a 24x7 online support team to resolve all your technical queries, through a ticket-based tracking system, for a lifetime.
Testimonials
Success Stories in Their Own Words
“This training transformed how I use HubSpot daily! The lessons were clear and instantly applicable. The trainer made everything easy to understand, and the Iteanz team was always cheerful and helpful. My confidence in managing our CRM has skyrocketed!”
Kritika Mohanty
Sales Operations Coordinator
“Precise, technical training focusing on advanced automation logic, data sync processes, and portal optimization. The faculty’s methodical approach to debugging and system governance frameworks was invaluable. The support team provided excellent clarifications on technical documentation.”
Mayurina Roy
Senior Systems Analyst
“Very user-friendly and impactful course. I now handle customer data and tickets much more efficiently. The trainer explained concepts in a simple, relatable way. The Iteanz team’s quick help whenever I got stuck made the whole journey smooth and stress-free. Two thumbs up!”
Dhriti Srivastava
Customer Success Associate
“Outstanding technical depth in areas like custom object relationships, API field mappings, and backend configuration. The faculty demystified complex data modeling concepts. Post-session support from the Iteanz team on specific technical queries was prompt and expert-level. A must for architects.”
Kishan
CRM Solutions Architect
FAQ's
Will I get placement assistance?
Iteanz is providing 100% placement assistance on our key courses. We help you with career counseling, Exams on Key courses, Mock Interviews and Technical Interviews Tips.
Landing an interview proves that you have the job-specific skills for the position, but how do your interview skills stack up? Also, Soft skills are often the most important factor in showing you're the best candidate for the job.
Hence we are conducting FREE TRAINING on Soft-Skills worth Rs-25,000 to all Iteanz students which will help you to attend the interviews with more confidence.
Can I attend a demo session before enrollment?
Yes. We arrange a free demo for all the courses either in the Classroom or Live-Online demo. Please fill the demo request form to schedule a free demo.
What if I miss a class?
You will never miss a lecture at myTectra. You can choose either of the two options:
Classroom Training:
- If you miss one or a few classes we can give a backup class based on the trainer and your convenient time.
- In case you miss many classes, we can reschedule your class with upcoming batches or other running batches based on how many course topics you have completed so far.
Live-Online Training:
- View the recorded session of the class available in your LMS.
- You can attend the missed session, in any other live batch.
What if I have more queries?
Just give us a CALL at +91-80-468-10331 OR email at info@iteanz.com
What are the payment options?
Payments can be made using any of the following options and a receipt of the same will be issued to you automatically via email for both classroom training and Online training.
- Visa Debit/Credit Card
- American Express and Diners Club Card
- Master Card
- PayPal
- Net Banking/Wire Transfer
- UPI Payment such as Google Pay, PhonePe, Paytm
- Cash/Cheque/DD ( Not for Online Training )
Where do the classes take place?
For Individual:
Classroom Training - Bangalore
Live-Online Training - Globally
For Corporates:
Classroom Training - We deliver classroom training for corporate in more than 20 countries. Send us an Enquiry Now!
Online Training - Globally
* All of the classes are conducted live online. They are interactive sessions that enable you to ask questions and participate in discussions during class time. We do, however, provide recordings of each session you attend for your future reference.
Who are the Trainers?
Our Trainer’s are chosen not only for their knowledge and expertise but also for their real-time experience in the respective courses.
Career Services
Placement Assistance
Resume & LinkedIn Profile Building
Exclusive access to Iteanz Job portal
Access to Soft Skill Enhancement
Mock Interview Preparation
One-on-one career guidance
Related Programs
Corporate Training
Empower your team to excel—transform potential into performance with Iteanz Corporate Training today!
We’d Love to Assist You!
Talk to our training advisor today and discover how Iteanz can help you achieve your training goals.
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