How to Import Contacts in HubSpot (2020 edition)

Рет қаралды 32,307

4 жыл бұрын

Watch the UPDATED version at: • How to Import Contacts...
Do you have a spreadsheet of contacts you want to upload to your HubSpot CRM contact database? Learn how to easily import contacts to HubSpot. This video covers how to correctly import your excel spreadsheet of contacts into HubSpot and imperative best-practices to follow during the process.
Watch to learn more about HubSpot's contacts features!
👉🏻 Need some more help with HubSpot? Learn about our HubSpot consulting services: hubs.ly/Q016Xg7l0
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📚ADDITIONAL RESOURCES:
Want a deeper look at what you should know before buying HubSpot? Grab our free HubSpot guide at our website: hubs.ly/Q017dtTX0
Here’s a helpful guide on how to prepare a spreadsheet: hubs.ly/Q017dv_N0
Learn more about lifecycle stages in this article: hubs.ly/Q017dv4M0
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🎬ABOUT HUBSPOT HACKS:
HubSpot Hacks is a weekly KZfaq series hosted by HubSpot Agency SimpleStrat.com. It's full of tutorials, featuring tips, tricks and how-to's from marketers and sales professionals just like you. Whether you need a quick tip or in-depth details about how to put the tool to work, these HubSpot tutorials are sure to help.
Hosted by:
🙍🏼‍♀️Ali Schwanke ( / alischwanke )
🙎🏼‍♂️ Tyler Sprunk ( / getsprunk )
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💬QUESTIONS OR FEEDBACK?
Have a topic idea or a question that needs answered? Drop a comment on the video or tweet at us! Don't forget to subscribe to the channel and share on social!
For customized HubSpot training, visit hubs.ly/Q016Xg7l0.
#HubSpot #HubSpotTutorial #HubSpotContacts #HubSpotImport

Пікірлер: 49

@HubSpotHacks Жыл бұрын

Join the HubSpot Hacks Newsletter for the latest tips, tricks, and tutorials: hubs.ly/Q01HtXmk0

@ChristopherGreenwell 4 жыл бұрын

Hands down the best resource for Hubspot help and issues. I greatly appreciate this video. Thank YOU!

@HubSpotHacks 4 жыл бұрын

+Christopher Greenwell you’re welcome!! Thank YOU for sharing your feedback and appreciation! 🎉

@drodawig 4 жыл бұрын

Thanks Ali, very helpful as always!

@HubSpotHacks 4 жыл бұрын

+Dan Rodawig great!! We love to hear that! Hope you are doing fun things with HubSpot this week!

@sprockettalk 4 жыл бұрын

Well done! Some good points to pay attention to in this one.

@HubSpotHacks 4 жыл бұрын

+HubSpot Sprocket Talk thanks!!

@kyeh4551 3 жыл бұрын

I wish I had watched your very helpful video before I did my first contacts import into HubSpot! Your video is way better than any videos or help articles I found in HubSpot.

@HubSpotHacks 3 жыл бұрын

+Kevin Yeh so glad to hear that. Let us know if there are other topics we can cover! :)

@lorenaherrera7324 3 жыл бұрын

Me too!

@Stehino333 4 жыл бұрын

Hi, Thank you so much for always providing great tutorials! I would love to see a tutorial about cleaning data.

@HubSpotHacks 4 жыл бұрын

Hey there! did you check out the video about the deduping tool?

@Stehino333 4 жыл бұрын

HubSpot Hacks No, I haven’t. Thanks for the recommendation. I’ll check it out!!

@alexduran4747 3 жыл бұрын

awesome vid, thanks!

@HubSpotHacks 3 жыл бұрын

+alex duran woo!

@intogreatsolutions3304 4 жыл бұрын

Hi, Ali. Thanks for these guides. Just wondering if deleting all contacts in HubSpot is preferable if I was to export all contacts to clean up the leads list? I will import the "cleaned up" contacts list afterwards. If I won't delete the original contacts in HubSpot, will importing the edited contacts list result in duplicates? Looking forward to some tips on this matter. Thanks!

@HubSpotHacks 4 жыл бұрын

Hey there! Good question. Duplicates and messy contacts are the worst! If you're wanting to clean up the contacts by adding missing information, yes, exporting and then reimporting will be a way to do this. When you add Contacts to HubSpot CRM, the system will deduplicate by email address. So, if they have a gmail address and then also a company address you may end up with duplicates. However you could use the deduping tool - here's the video on that: kzfaq.info/get/bejne/Z6qFlMV7ltmRlZc.html A better way to do this may be to edit a subset of contacts at first (say 10) and then run this test on that sample list to determine the best course of action inside of your portal.

@rodo9ea 3 жыл бұрын

Hello! Really informative video! Is it possible with hubspot to list opportunities by value, location etc and then integrate that to a database that match these criteria? Thanks!

@HubSpotHacks 3 жыл бұрын

Hi - not sure what you mean by integrate it to a database?

@ma3ktv 4 жыл бұрын

Totally awesome info. - if i have selected data from my phone and i want to select the ones i have filtered can i migrate them all at once or is it one by one and also if i make a mistake how do I undo the migration if i have migrated 100s at once thanks 😊

@HubSpotHacks 3 жыл бұрын

You can import your contacts all at once by putting the data into a spreadsheet. Go to Contacts -> Import. Read the HubSpot Knowledge Base FAQs on Imports to answer the most common questions: knowledge.hubspot.com/crm-setup/import-frequently-asked-questions?KBOpenTab

@alihaider5190 3 жыл бұрын

Hi Ali, I wanted to ask which mic (model and company) are you using for capturing audio in this video. Your help will be highly appreciated thanks

@HubSpotHacks 3 жыл бұрын

Blue Snowball iCE USB Mic

@gioulivartanova9769 3 жыл бұрын

Hi there - Great video and really insightful! One question: I have a contact that is the contact person for more than one companies - I know that Hubspot allows you to have only 1 company assigned per contact - do you have any workaround for this?

@HubSpotHacks 3 жыл бұрын

Currently you can only associate one contact with one company. However, there is a new feature currently in private beta that allows you to make up to 10 company associations with one contact. You can also create labels for these associations like Investor or Advisor. You need to request access to the beta by asking your HubSpot technical contact.

@omarquwaider3405 4 жыл бұрын

If I am importing a list of customers from the past into Hubspot (first time using a CRM), which Lifecycle Status would you select?

@HubSpotHacks 4 жыл бұрын

+Omar Quwaider depends on how you define “customer” (some people think of customers as only contacts who are currently active). So either customer, or evangelist if they’re a customer that’s not active but still have positive affinity about your company.

@leahbicknell6775 3 жыл бұрын

Would I use the multiple object import if I'm importing from Pipedrive and Salesforce?

@HubSpotHacks 3 жыл бұрын

You can use multiple objects if you are importing contacts, companies and deals at the same time from either Pipedrive, Salesforce, or any other CRM.

@jyobaccio1 Жыл бұрын

it seems like Hubspot will not read the csv headers and allow us to map. It seems like we would have to add the properties to Hubspot manually. we get csvs from many sources and some have a lot of variations or additional column data that we would want to keep. that would take up too much time to customize hubspot ea time. can hubspot read all the headers and allow us to manually select or deselect during the importing?

@HubSpotHacks Жыл бұрын

Hi, Joe! When importing, HubSpot will try to match the header rows if there is a close fit, otherwise you will have manually match it up to the property you want to use. You can also add a new property while in the import wizard! If the data isn't needed at all, you can choose to not import the column.

@jamesonmurphy7409 2 жыл бұрын

Hi, thanks for making the video! I have a question that I hope you can help with. Can I not put a business name in a spreatsheep and import as a contact? My contacts are from businesses to make B2B sales

@HubSpotHacks 2 жыл бұрын

+jameson murphy a business name would be a “company” and a person who works for that company who has an email under that domain would be a “contact”

@HubSpotHacks 2 жыл бұрын

Don’t miss the NEW version of this tutorial for importing contacts in HubSpot! Watch here: kzfaq.info/get/bejne/oM6le7uGp-CoiKc.html

@benixmaximus 3 жыл бұрын

Hi. How would I import a 'campaign' name to hubspot? For example lets say I create a campaign in Hubspot and I then export a list of customers to contact. I then contact a bunch of customers outside of hubspot and I then want to import a list of contact records and reference that campaign.

@HubSpotHacks 3 жыл бұрын

You can't add contacts to a campaign unless they have interacted with an asset that is part of a campaign in Hubspot. However, there is one small workaround - and that would be to upload those contacts, save them to a static list, and then associate that list with the campaign.

@user-en5ii1gn2c 7 ай бұрын

Hi, That was a great video. However, if we have only contact numbers then how to import

@HubSpotHacks 7 ай бұрын

Hi there - thanks for checking out HubSpot Hacks! To import to HubSpot have to have at least of of first name, last name, or email known. Otherwise, they can't be added through an import.

@gracebernisky7420 Жыл бұрын

can you do a video on how to turn OFF 2 step authentication in HubSpot?

@HubSpotHacks Жыл бұрын

That's a great idea! We will add this to our list of future videos to work on. Thanks for the suggestion.

@capitalgrowthproperty1816 4 жыл бұрын

How hard is it to import from Infusionsoft to hubspot. How much do you lose?

@HubSpotHacks 3 жыл бұрын

That depends on how complex your Infusionsoft data is and what you want to import. Simple Strat can review your migration needs and suggest the best path to follow. Request a free HubSpot Consultation here: info.simplestrat.com/hubspot-consultation