How to prepare data before importing it into HubSpot?

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  • Опубліковано 8 лип 2024
  • So you decided to change your excel tables full of contacts and their data to a proper CRM tool like HubSpot. Let us show you how you can import the data to HubSpot in bulk.
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КОМЕНТАРІ • 4

  • @Muddipaws1308
    @Muddipaws1308 Рік тому

    Hi am brand new to HubSpot and not really sure where to start
    I have a spreadsheet of leads, which have our Sales Team allocated to each lead. I then need to upload this data in to HubSpot, for a deal to be created and associated with the correct sales person. Otherwise I will have to upload the data, create a deal and then allocate a sales person. I would. Like it to auto do this. Is it possible?

    • @actuado7867
      @actuado7867  Рік тому

      Julie, you simply add a column to add data about contact, company, ticket, and deal owners.
      I advise you to check HubSpot's knowledgebase article Set up your import files (knowledge.hubspot.com/crm-setup/set-up-your-import-file) where you will also find sample import files.

  • @harpalriat6160
    @harpalriat6160 Рік тому

    Is there any API Integration available ? creating and importing csv is not the top solution.

    • @actuado7867
      @actuado7867  Рік тому

      Harpal, you can create a custom API or in HubSpot language Private app to connect HubSpot and your current CRM or any other tool. HubSpot also integrates with some CRMs very easily. If you have your contacts in Mailchimp, you can also integrate it with HubSpot with a few clicks, but there can be some limitations regarding which data will be synced to HubSpot.
      If there is no simple integration between HubSpot and the tools you currently use, you can still import data with CSV or XMLX files.