How to Import Contacts in HubSpot (key updates for 2022)
Do you have a spreadsheet of contacts you want to upload to your HubSpot CRM contact database? Or maybe you're porting data over from another CRM? Importing can seem straightforward, but it's riddled with little obstacles if you're not careful.
In this video, you’ll learn how to easily import contacts to HubSpot, along with how to format your spreadsheet, what Contact ID means when it comes to preventing duplicates, and how to easily view the previous import history.
A glimpse at what's covered in this video:
0:25 - Starting the import process under the "Contacts" or "Companies" tabs
2:00 - What to do when HubSpot asks you, "How many files are you importing?"
3:10 - Selecting the right "object" quantity and type
4:50 - "Contact ID" explained
5:30 - Understanding the "Unique Identifier"
6:25 - Mapping columns in your file to contact properties
7:33 - The importance of creating naming conventions for your imports
9:20 - Verifying your list after your finish the import
11:06 - Using filters on the "Contacts" page to view contacts from the newly imported list
If you're struggling with importing data and want to just hand it off to someone else, let us know! :) We can help with that too.
_______________
👉🏻 Need some more help with HubSpot? Learn about our HubSpot consulting services: https://hubs.ly/Q016XfN60
______________
📚ADDITIONAL RESOURCES:
Want a deeper look at what you should know before buying HubSpot? Grab our free HubSpot guide at our website: https://hubs.ly/Q017dtTX0
Here’s a helpful guide on how to prepare spreadsheets: https://hubs.ly/Q017dv_N0
Learn more about lifecycle stages in this article: https://hubs.ly/Q017dv4M0
_______________
🎬ABOUT HUBSPOT HACKS:
HubSpot Hacks is a weekly YouTube 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 (https://twitter.com/alischwanke)
🙎🏼♂️Tyler Sprunk (https://twitter.com/getsprunk)
_______________
💬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 https://hubs.ly/Q016XfN60.
#HubSpotTutorial #HubSpotContacts #HubSpotImport
Видео How to Import Contacts in HubSpot (key updates for 2022) канала HubSpot Hacks
In this video, you’ll learn how to easily import contacts to HubSpot, along with how to format your spreadsheet, what Contact ID means when it comes to preventing duplicates, and how to easily view the previous import history.
A glimpse at what's covered in this video:
0:25 - Starting the import process under the "Contacts" or "Companies" tabs
2:00 - What to do when HubSpot asks you, "How many files are you importing?"
3:10 - Selecting the right "object" quantity and type
4:50 - "Contact ID" explained
5:30 - Understanding the "Unique Identifier"
6:25 - Mapping columns in your file to contact properties
7:33 - The importance of creating naming conventions for your imports
9:20 - Verifying your list after your finish the import
11:06 - Using filters on the "Contacts" page to view contacts from the newly imported list
If you're struggling with importing data and want to just hand it off to someone else, let us know! :) We can help with that too.
_______________
👉🏻 Need some more help with HubSpot? Learn about our HubSpot consulting services: https://hubs.ly/Q016XfN60
______________
📚ADDITIONAL RESOURCES:
Want a deeper look at what you should know before buying HubSpot? Grab our free HubSpot guide at our website: https://hubs.ly/Q017dtTX0
Here’s a helpful guide on how to prepare spreadsheets: https://hubs.ly/Q017dv_N0
Learn more about lifecycle stages in this article: https://hubs.ly/Q017dv4M0
_______________
🎬ABOUT HUBSPOT HACKS:
HubSpot Hacks is a weekly YouTube 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 (https://twitter.com/alischwanke)
🙎🏼♂️Tyler Sprunk (https://twitter.com/getsprunk)
_______________
💬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 https://hubs.ly/Q016XfN60.
#HubSpotTutorial #HubSpotContacts #HubSpotImport
Видео How to Import Contacts in HubSpot (key updates for 2022) канала HubSpot Hacks
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