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Flexible, customizable and high-performance, the solutions we’ve selected can be adapted to your needs to support your digitalization strategy.
Have you just rolled out HubSpot or hired a new team member? Do you want your team to be self-sufficient and fully operational on the tool? Are your teams using the HubSpot CRM without tapping 100% of its potential? Turn to Synolia and request custom training on the HubSpot modules you care about.
Our team offers custom HubSpot training, on-site or remote, designed around your business and your needs. Whether you are a user or an admin, on HubSpot Marketing, Sales or Service, our trainers give you the keys to simple, effective use aligned with your goals.
Part 1: first steps as an admin Discovering the user interface, basic settings, data management and customization.
Part 2: first operational steps HubSpot overview, activity logging, task manager.
Part 3: advanced CRM features Create a one-to-one email in under 5 minutes! Create a sequence, create a workflow, dashboards and reporting.
Part 4: Data administration Manual data import, import via Make (if needed).
Questions and answers
Part 1: building an acquisition journey Email marketing, landing page, contact form, creating a simple automation. Your turn!
Part 2: segmentation Difference between “view” and “list”, creating lists. Your turn!
Part 3: KPIs Dashboards and reporting. Your turn!
Part 4: marketing features Social media, campaigns, CTAs and advanced contact properties.
Part 5: sequences and conversation guides Using sequences, using a conversation guide.
Part 6: data import
Part 7: more complex workflows
Questions & answers
Part 1: CRM basics The HubSpot CRM, navigation, creating a contact, managing sales activities and settings to validate during the session.
Part 2: advanced CRM features Managing deals and the sales pipeline, creating a quote, creating an email in under 5 minutes! Using sequences, using a conversation guide.
Part 1: discovery and essentials Getting to know the interface and the essentials (search engine, main menu, account, contact).
Part 2: customer service features Tickets (and the associated internal notes), inbox, conversations, automatic emails to customers, ticket list views, sharing description content, dashboard.
Part 3: going further Use cases, telephony and specific processes.
Part 1: overview Understand the structure of your CRM and identify pain points, get to grips with the reporting engine and explore the tool’s capabilities.
Part 2: hands-on practice Build basic reports, train users on business use cases and share best practices.
Our HubSpot training sessions are led by the project manager in charge of your engagement, so they know your business context, your challenges and your CRM use cases inside out. Based on your issues, needs and areas for improvement, they build a custom training program for your admins and users. They then guide you step by step as you learn and get comfortable with the tool.
Françoise Le Deist has been a HubSpot consultant and project manager at Synolia since 2023, supporting our customers every day. Working closely with HubSpot, she runs onboarding, training, product roadmap and process optimization sessions.
"Good HubSpot training is not just about explaining where to click, but about showing how to get the most out of the tool in the company’s real-world context. Our goal at Synolia is to make teams self-sufficient, efficient and able to use HubSpot as a performance driver every day."
A HubSpot partner since 2018 and certified Diamond by HubSpot, Synolia trains you with dual expertise: CRM and marketing strategy, and the HubSpot product itself. We have helped dozens of sales, marketing and customer service teams get up and running on HubSpot. Every training program is tailored to your business challenges, your tools and your organization, for hands-on learning you can apply right away.
HubSpot Diamond Partner
18 certified experts
CRM expertise since 2004
The goal of the training is to make your teams self-sufficient and help them get as much value as possible from their work. HubSpot is a simple, flexible tool that brings your company’s processes to life and makes users’ lives easier. After our training, you will be able to, for example:
Your admins configure your HubSpot account themselves and manage teams, users and access permissions. They structure contacts, companies and deals, as well as lists and segments, so the data is usable by everyone.
Your sales reps track the pipeline of contracts and opportunities, along with their calls, emails, meetings and tasks. Your marketing team launches emails, forms, landing pages and chatbots from HubSpot.
Your teams create workflows and sequences, and set up alerts and notifications so no action slips through. Take a sales rep, for example: they get an alert as soon as a follow-up task is due.
Your managers build the reports and dashboards that track their key metrics on their own.
Your users connect their email and calendar to HubSpot. Your IT team connects HubSpot to your other business tools.
To go further, we run a HubSpot audit of your account and tell you which improvements to prioritize.
Our team will be happy to support and train you so you can unlock the full potential of HubSpot!
In our training sessions, you can learn to use all the modules (or “Hubs”) HubSpot offers, depending on your needs:
Marketing Hub: email campaigns, automation (workflows), segmentation, forms, landing pages, marketing reporting…
Sales Hub: contact and opportunity management, sales pipelines, sequences, tasks, automated follow-ups, email integration…
Service Hub: ticket management, knowledge base, satisfaction surveys, support-oriented automations…
CMS Hub: creating and managing web pages, blog, embedded forms, SEO, content personalization…
Operations Hub: data sync, advanced automation, database cleanup and structuring.
Our training is customized to your use cases, your organization and your teams’ level (users or admins).
Yes, absolutely. At Synolia, we tailor our HubSpot training to each audience, based on their use cases, level and goals. Whether for sales, marketing or customer service teams, or even admins, we design separate learning paths tied to their specific challenges.
We can organize:
Dedicated sessions for each team,
Targeted modules by role (getting started, automation, reporting, segmentation, etc.),
Or a global program split into workshops adapted to each user profile.
Our goal: every team masters the tool at its own level and uses it effectively in its daily work.
Our Synolia training does not directly award an official HubSpot certification, but it prepares you effectively to earn one. We guide you through the key concepts, hands-on use of the tool and the best practices expected in the certification tracks offered by HubSpot Academy.
At the end of the training, we can recommend the certifications best suited to your profile (Marketing, Sales, Service, CRM, etc.) and support you through them if needed.
Good to know: HubSpot certifications are free, available online and can be taken at your own pace on the HubSpot Academy platform.
HubSpot training at Synolia is priced by quote, based on the number of modules, days and participants. Each program is built from your context: your Hubs, your maturity level and your use cases. The budget also depends on the format (on-site or remote) and on the preparation work done on your own portal. Contact our teams to receive a priced proposal.
Most of our HubSpot training courses last one day per module. That is the case for the Administrator, Marketing Hub, Sales Hub, Service Hub, Reporting and Data flows & APIs programs. We also offer custom modules from half a day to a full day for specific needs. You can combine several modules and spread them out over time to make adoption easier for your teams.
Yes, our HubSpot training takes place either at your offices or remotely, as you prefer. On-site sessions encourage discussion and hands-on team workshops. Remote sessions work better for teams spread across several locations. Either way, the exercises are done on your own HubSpot portal with your real data.
HubSpot Academy offers free, generic online courses, while Synolia training is led by a certified expert and tailored to your portal and processes. HubSpot Academy is ideal for learning the basics at your own pace and earning HubSpot certifications. Our trainers are project managers who know your setup and answer your business questions. The two approaches complement each other: Academy for self-sufficiency, Synolia for hands-on practice you can apply directly.
Yes, our HubSpot training can be funded by your OPCO (the French bodies that finance workforce training), because it is delivered by Blackbird, Synolia’s Qualiopi-certified subsidiary. It usually fits into your skills development plan, and the level of funding depends on your OPCO and the size of your company. The request must be made to your OPCO before the training starts. Our teams provide the program, quote and training agreement you need to put your application together.
Looking for an agency that specializes in CRM, marketing automation and customer service to audit your platform? Turn to Synolia!
Looking for a HubSpot integration partner to implement your platform and connect it to your information system? Contact us!
