In this tutorial I take you through how to import spreadsheet lists of contacts (or companies, or deals) to HubSpot. This allows you to take your existing data, clean it up, and then get it into HubSpot so you can make the most of your account.
Also check out my video explaining how to Export [ Ссылка ]
😎 If you haven't had a chance yet, check out HubSpot for free: [ Ссылка ]
I've also made a number of other HubSpot tutorials:
- Turn on HubSpot AI to auto-update contacts from emails [ Ссылка ]
- Add Microsoft Teams to HubSpot's Free Meeting Scheduler [ Ссылка ]
- Contact Views vs Lists Tutorial [ Ссылка ]
- Make Country Property a Dropdown [ Ссылка ]
- Copy data between Properties using Import/Export [ Ссылка ]
- Transferring data between Properties using Workflows [ Ссылка ]
-- Video Summary --
The video provides a step-by-step guide on importing contacts into HubSpot, focusing on preparing the CSV file, navigating HubSpot's import features, and ensuring data integrity and compliance.
Editing and preparing a contact list spreadsheet.
Exporting the list as a CSV file, focusing on a single sheet for HubSpot compatibility.
Navigating to the import section in HubSpot, accessible to users with the required permissions.
Starting the import process by selecting 'import file from computer'.
Choosing to import a single file and selecting the contact object in HubSpot.
Dragging and dropping the CSV file into HubSpot and choosing import options (create new, update existing contacts).
Ensuring column headers in the CSV file match HubSpot properties.
Importance of including email addresses for unique identification of contacts.
Option to skip importing certain columns and not overwriting existing data.
Renaming the import file for organization and creating a list from the import.
Ensuring compliance with contact permissions and marketing contact regulations.
Finalizing the import and reviewing the summary, including any formatting issues.
Adding imported contacts to a new or existing list.
Overview of past imports and potential to import other data types like companies and deals.
😎 If you haven't had a chance yet, check out HubSpot for free: [ Ссылка ]
-- Chapters --
00:00 Introduction to Importing Contacts into HubSpot
00:45 Exporting List as CSV File
01:28 Starting the Import Process in HubSpot
02:28 Dragging and Dropping CSV File into HubSpot
03:50 Reviewing and Adjusting Import Settings
05:17 Mapping Additional Properties in HubSpot
06:35 Finalizing Import Settings
07:58 Marking Contacts as Marketing Contacts
09:16 Reviewing and Correcting Formatting Issues
10:17 Conclusion
-- Stuff --
🧡 Incredible software for CRM and Marketing: [ Ссылка ]
🎬 I use Screen Studio to easily record most of this video: [ Ссылка ]
🧑💻 My super powered web browser is Sidekick: [ Ссылка ]
🎶 I love Epidemic Sound for video music: [ Ссылка ]
-- Terrific --
[ Ссылка ]
