---
title: HubSpot CRM
description: Using the Hubspot CRM
---
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- [Licensing](https://licensing.americanally.com/start/tx-life-health-licensing)
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- [Types Of Life Policies](https://licensing.americanally.com/start/types-of-life-policies)
- [Types Of Health Policies](https://licensing.americanally.com/start/types-of-health-policies)
- [Other Insurance Concepts](https://licensing.americanally.com/start/taxation-retirement-other-insurance-concepts)
- [Statutes](https://licensing.americanally.com/start/statutes-for-life-health-insurance)
- [MP3s](https://licensing.americanally.com/start/mp3s)
- [Life Provisions, Riders, & Options](https://licensing.americanally.com/start/life-provisions-riders-options)
- [Life & Health Flashcards](https://licensing.americanally.com/start/life-flash-cards)
- [Health Provisions, Riders, & Options](https://licensing.americanally.com/start/health-provisions-riders)
- [Field Underwriting](https://licensing.americanally.com/start/field-underwriting)
- [Additional Study Tools](https://licensing.americanally.com/start/additional-study-tools)
- Modules 1-4
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- Module 1 - Welcome To American Ally
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- [Module 01 — Welcome to American Ally](https://licensing.americanally.com/start/module-01-welcome-to-american-ally)
- [2. Office Guidelines & Expectations](https://licensing.americanally.com/start/office-guidelines-expectations)
- [3. Sales Development Representative (SDR)](https://licensing.americanally.com/start/sdr)
- [4. Compensation & Growth Path](https://licensing.americanally.com/start/compensation-growth-path)
- [5. Daily Activity Standards](https://licensing.americanally.com/start/daily-activity-standards)
- [6. Your Toolkit](https://licensing.americanally.com/start/your-toolkit)
- Module 2 - Health Insurance Industry
Show submenu for Module 2 - Health Insurance Industry
- [Module 02 — How the Health Insurance Industry Works](https://licensing.americanally.com/start/module-02-how-the-health-insurance-industry-works)
- [2. Prescription Drug Coverage — How It Works and Why It Is Broken](https://licensing.americanally.com/start/prescription-drug-coverage)
- [3. Dental & Vision — Our Dental Choice Plus Plan](https://licensing.americanally.com/start/dental-vision-our-dental-choice-plus-plan)
- [4. The Health Insurance Landscape Today](https://licensing.americanally.com/start/the-health-insurance-landscape-today)
- [5. Why Clients Choose the Private Market](https://licensing.americanally.com/start/why-clients-choose-the-private-market)
- Module 3 - Our Plans: What We Sell & Why
Show submenu for Module 3 - Our Plans: What We Sell & Why
- [1. Fixed Indemnity Insurance — What It Is](https://licensing.americanally.com/start/fixed-indemnity-insurance)
- [2. Our Primary Product: Optimum Health Saver](https://licensing.americanally.com/start/our-primary-product-optimum-health-saver)
- [3. 2 Unit (Plus) — Full Benefit Schedule](https://licensing.americanally.com/start/2-unit-plus-full-benefit-schedule)
- [4. Real-World Example: Jill's Hospital Stay](https://licensing.americanally.com/start/real-world-example-jills-hospital-stay)
- [5. Ancillary Products — The Full Bundle](https://licensing.americanally.com/start/ancillary-products-the-full-bundle)
- [6. State Availability & Variations](https://licensing.americanally.com/start/state-availability-variations)
- [7. Underwriting Guidelines (Summary)](https://licensing.americanally.com/start/underwriting-guidelines)
- [8. PDF Resources (Module 3)](https://licensing.americanally.com/start/pdf-resources)
- Module 4 - Competitive Knowledge: ACA and the Market
Show submenu for Module 4 - Competitive Knowledge: ACA and the Market
- [1. ACA (Major Medical) - A Full Picture](https://licensing.americanally.com/start/aca)
- [2. When to Recommend ACA](https://licensing.americanally.com/start/when-to-recommend-aca)
- [3. Short-Term Medical (STM) Plans](https://licensing.americanally.com/start/short-term-medical)
- [4. Health Share Plans](https://licensing.americanally.com/start/health-share-plans)
- [5. How We Compare — Our Competitive Advantage](https://licensing.americanally.com/start/how-we-compare)
- [6. Dental & Vision — How We Compare](https://licensing.americanally.com/start/dental-vision-compare)
- Systems
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- G-Suite
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- [Overview](https://licensing.americanally.com/start/google-workspace)
- [Gmail](https://licensing.americanally.com/start/gmail)
- [Chat](https://licensing.americanally.com/start/chat)
- [Drive](https://licensing.americanally.com/start/drive)
- [Calendar](https://licensing.americanally.com/start/calendar)
- [Meet](https://licensing.americanally.com/start/meet)
- Hubspot CRM
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- [Overview](https://licensing.americanally.com/start/hubspot)
- [Hubspot Deals](https://licensing.americanally.com/start/hubspot-deals)
- [Aircall](https://licensing.americanally.com/start/aircall)
- [New Era](https://licensing.americanally.com/start/new-era-portal-setup)
- Industry
Show submenu for Industry
- [Health Insurance](https://licensing.americanally.com/start/health-insurance-industry)
- [ACA vs. Private](https://licensing.americanally.com/start/aca-vs-private)
- [Prescriptions](https://licensing.americanally.com/start/prescriptions)
- [Dental & Vision](https://licensing.americanally.com/start/dental-vision)
- Offerings
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- [Why PALIC?](https://licensing.americanally.com/start/why-palic)
- [HSP Plan](https://licensing.americanally.com/start/health-saver-plus-hsp)
- [Optimum Plan](https://licensing.americanally.com/start/optimum)
- [Advocacy Membership](https://licensing.americanally.com/start/advocacy)
- Sales Training
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- [First Call Strategy](https://licensing.americanally.com/start/first-call)
- [First Call Script](https://licensing.americanally.com/start/first-call-scripts)
- [Review Script HSP](https://licensing.americanally.com/start/plan-review-hsp)
- [Call Recordings](https://licensing.americanally.com/start/call-recording)
- [Texting](https://licensing.americanally.com/start/texting)
- [Sales Targets](https://licensing.americanally.com/start/sales-targets)
- [Advanced Sales Training](https://licensing.americanally.com/start/advanced-sales-training)
- Support & Resources
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- [Support](https://licensing.americanally.com/start/support)
- [Office Guidelines](https://licensing.americanally.com/start/office-guide)
- [Important Links](https://licensing.americanally.com/start/links)
- [Plan Brochures](https://licensing.americanally.com/start/plan-brochures)
Open main navigation
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- [Licensing](https://licensing.americanally.com/start/tx-life-health-licensing)
Show submenu for Licensing
- [Types Of Life Policies](https://licensing.americanally.com/start/types-of-life-policies)
- [Types Of Health Policies](https://licensing.americanally.com/start/types-of-health-policies)
- [Other Insurance Concepts](https://licensing.americanally.com/start/taxation-retirement-other-insurance-concepts)
- [Statutes](https://licensing.americanally.com/start/statutes-for-life-health-insurance)
- [MP3s](https://licensing.americanally.com/start/mp3s)
- [Life Provisions, Riders, & Options](https://licensing.americanally.com/start/life-provisions-riders-options)
- [Life & Health Flashcards](https://licensing.americanally.com/start/life-flash-cards)
- [Health Provisions, Riders, & Options](https://licensing.americanally.com/start/health-provisions-riders)
- [Field Underwriting](https://licensing.americanally.com/start/field-underwriting)
- [Additional Study Tools](https://licensing.americanally.com/start/additional-study-tools)
- Modules 1-4
Show submenu for Modules 1-4
- Module 1 - Welcome To American Ally
Show submenu for Module 1 - Welcome To American Ally
- [Module 01 — Welcome to American Ally](https://licensing.americanally.com/start/module-01-welcome-to-american-ally)
- [2. Office Guidelines & Expectations](https://licensing.americanally.com/start/office-guidelines-expectations)
- [3. Sales Development Representative (SDR)](https://licensing.americanally.com/start/sdr)
- [4. Compensation & Growth Path](https://licensing.americanally.com/start/compensation-growth-path)
- [5. Daily Activity Standards](https://licensing.americanally.com/start/daily-activity-standards)
- [6. Your Toolkit](https://licensing.americanally.com/start/your-toolkit)
- Module 2 - Health Insurance Industry
Show submenu for Module 2 - Health Insurance Industry
- [Module 02 — How the Health Insurance Industry Works](https://licensing.americanally.com/start/module-02-how-the-health-insurance-industry-works)
- [2. Prescription Drug Coverage — How It Works and Why It Is Broken](https://licensing.americanally.com/start/prescription-drug-coverage)
- [3. Dental & Vision — Our Dental Choice Plus Plan](https://licensing.americanally.com/start/dental-vision-our-dental-choice-plus-plan)
- [4. The Health Insurance Landscape Today](https://licensing.americanally.com/start/the-health-insurance-landscape-today)
- [5. Why Clients Choose the Private Market](https://licensing.americanally.com/start/why-clients-choose-the-private-market)
- Module 3 - Our Plans: What We Sell & Why
Show submenu for Module 3 - Our Plans: What We Sell & Why
- [1. Fixed Indemnity Insurance — What It Is](https://licensing.americanally.com/start/fixed-indemnity-insurance)
- [2. Our Primary Product: Optimum Health Saver](https://licensing.americanally.com/start/our-primary-product-optimum-health-saver)
- [3. 2 Unit (Plus) — Full Benefit Schedule](https://licensing.americanally.com/start/2-unit-plus-full-benefit-schedule)
- [4. Real-World Example: Jill's Hospital Stay](https://licensing.americanally.com/start/real-world-example-jills-hospital-stay)
- [5. Ancillary Products — The Full Bundle](https://licensing.americanally.com/start/ancillary-products-the-full-bundle)
- [6. State Availability & Variations](https://licensing.americanally.com/start/state-availability-variations)
- [7. Underwriting Guidelines (Summary)](https://licensing.americanally.com/start/underwriting-guidelines)
- [8. PDF Resources (Module 3)](https://licensing.americanally.com/start/pdf-resources)
- Module 4 - Competitive Knowledge: ACA and the Market
Show submenu for Module 4 - Competitive Knowledge: ACA and the Market
- [1. ACA (Major Medical) - A Full Picture](https://licensing.americanally.com/start/aca)
- [2. When to Recommend ACA](https://licensing.americanally.com/start/when-to-recommend-aca)
- [3. Short-Term Medical (STM) Plans](https://licensing.americanally.com/start/short-term-medical)
- [4. Health Share Plans](https://licensing.americanally.com/start/health-share-plans)
- [5. How We Compare — Our Competitive Advantage](https://licensing.americanally.com/start/how-we-compare)
- [6. Dental & Vision — How We Compare](https://licensing.americanally.com/start/dental-vision-compare)
- Systems
Show submenu for Systems
- G-Suite
Show submenu for G-Suite
- [Overview](https://licensing.americanally.com/start/google-workspace)
- [Gmail](https://licensing.americanally.com/start/gmail)
- [Chat](https://licensing.americanally.com/start/chat)
- [Drive](https://licensing.americanally.com/start/drive)
- [Calendar](https://licensing.americanally.com/start/calendar)
- [Meet](https://licensing.americanally.com/start/meet)
- Hubspot CRM
Show submenu for Hubspot CRM
- [Overview](https://licensing.americanally.com/start/hubspot)
- [Hubspot Deals](https://licensing.americanally.com/start/hubspot-deals)
- [Aircall](https://licensing.americanally.com/start/aircall)
- [New Era](https://licensing.americanally.com/start/new-era-portal-setup)
- Industry
Show submenu for Industry
- [Health Insurance](https://licensing.americanally.com/start/health-insurance-industry)
- [ACA vs. Private](https://licensing.americanally.com/start/aca-vs-private)
- [Prescriptions](https://licensing.americanally.com/start/prescriptions)
- [Dental & Vision](https://licensing.americanally.com/start/dental-vision)
- Offerings
Show submenu for Offerings
- [Why PALIC?](https://licensing.americanally.com/start/why-palic)
- [HSP Plan](https://licensing.americanally.com/start/health-saver-plus-hsp)
- [Optimum Plan](https://licensing.americanally.com/start/optimum)
- [Advocacy Membership](https://licensing.americanally.com/start/advocacy)
- Sales Training
Show submenu for Sales Training
- [First Call Strategy](https://licensing.americanally.com/start/first-call)
- [First Call Script](https://licensing.americanally.com/start/first-call-scripts)
- [Review Script HSP](https://licensing.americanally.com/start/plan-review-hsp)
- [Call Recordings](https://licensing.americanally.com/start/call-recording)
- [Texting](https://licensing.americanally.com/start/texting)
- [Sales Targets](https://licensing.americanally.com/start/sales-targets)
- [Advanced Sales Training](https://licensing.americanally.com/start/advanced-sales-training)
- Support & Resources
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- [Support](https://licensing.americanally.com/start/support)
- [Office Guidelines](https://licensing.americanally.com/start/office-guide)
- [Important Links](https://licensing.americanally.com/start/links)
- [Plan Brochures](https://licensing.americanally.com/start/plan-brochures)
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1. [Academy](https://licensing.americanally.com/start?hsLang=en)
2. [Systems](https://licensing.americanally.com/start/systems?hsLang=en)
3. [HubSpot CRM](https://licensing.americanally.com/start/systems?hsLang=en#hubspot-crm)
# HubSpot CRM
### **Google Workspace Integration & Core Concepts**
Our **HubSpot CRM** is the central system where all customer relationships, sales processes, and support interactions are tracked and managed. It is tightly integrated with **Google Workspace**, allowing our team to work more efficiently and maintain continuity across tools.
#### **Google Workspace Integration**
HubSpot syncs seamlessly with the core Google Workspace apps we use daily, particularly **Gmail**, **Google Calendar**, and **Drive**:
- **Gmail Integration**
- One-click email logging and tracking directly from Gmail.
- Access to HubSpot email templates and snippets inside your Gmail inbox.
- Automatic syncing of conversations to the associated contact record in HubSpot for full visibility.
- **Google Calendar Integration**
- HubSpot’s meeting scheduling tool is linked to your Google Calendar.
- Ensure all meetings are visible in the CRM timeline and accessible for follow-up.
---
### **Key Features Walkthrough**
---
---
### **Core CRM Concepts: Contacts & Deals**
- **Contacts**
A **contact** in HubSpot is any individual person we interact with—this could be a lead, a customer, a partner, or even a past prospect. Each contact record holds essential information like name, email, phone number, job title, company affiliation, and deal affiliation. It also stores a timeline of all communication, tasks, meetings, and notes associated with that person. **One contact can be associated with multiple deals.**
- **Deals**
A **deal** represents a potential or active sale. It tracks the progress of a particular opportunity through our sales pipeline. Each deal is associated with one or more contacts and typically includes information like when they requested a quote, emails sent to the contact, annual premium amount, and current stage in the pipeline.
- **Contacts + Deals**
When a lead enters the CRM—either by submitting a form or being added manually—both a contact and a deal are automatically created. These two records are **linked using the contact’s email address**.
If a contact submits a quote request more than once on the website, HubSpot will not create a new contact (as long as the email address is the same), but it **will create a new deal** for each submission. To help identify repeat submissions, these duplicate deals are **marked with this symbol in the deal title: ⚠️**
Once a deal is marked as **“Won”**, it is considered closed, and ongoing communication and account management should be handled **through the contact record** only—not by continuing to update the deal.
---
This CRM structure allows us to view the full context of every relationship—from the first email to the final sale—all in one place.
- [Licensing](https://licensing.americanally.com/start/licensing?hsLang=en)
- [Modules 1-4](https://licensing.americanally.com/start/modules-1-4?hsLang=en#main-content)
- [Module 1](https://licensing.americanally.com/start/modules-1-4?hsLang=en#module-1)
- [Systems](https://licensing.americanally.com/start/systems?hsLang=en#main-content)
- [Google Workspace](https://licensing.americanally.com/start/systems?hsLang=en#google-workspace)
- [HubSpot CRM](https://licensing.americanally.com/start/systems?hsLang=en#hubspot-crm)
- [Aircall](https://licensing.americanally.com/start/systems?hsLang=en#aircall)
- [New Era Portal](https://licensing.americanally.com/start/systems?hsLang=en#new-era-portal)
- [Industry](https://licensing.americanally.com/start/industry?hsLang=en)
- [Offerings](https://licensing.americanally.com/start/offerings?hsLang=en)
- [Sales Training](https://licensing.americanally.com/start/sales-training?hsLang=en)
- [Support & Resources](https://licensing.americanally.com/start/support-resources?hsLang=en)
- [American Ally](https://licensing.americanally.com/start/american-ally?hsLang=en)
- [Module 2](https://licensing.americanally.com/start/module-2?hsLang=en)
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Copyright © 2025, American Ally Holding, LLC
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