Best Practices for Checking and Adding Contacts to HubSpot

Hey @TVaz

To efficiently cross-check and import a list of contacts into HubSpot, follow these steps:

Export Your Current Contacts: Navigate to CRM > Contacts.

In the upper right, click Export to download your current contacts.

Prepare Your Import List:

Ensure your list of new contacts is in a CSV file. Format the CSV file to match the properties in HubSpot (e.g., email, name, company).

Import Contacts into HubSpot: Go to CRM > Contacts.

In the upper right, click Import. Follow the prompts to upload your CSV file.

Check for Duplicates: HubSpot uses email addresses to duplicate contacts automatically.

During import, HubSpot will notify you if there are any duplicates and give you options to either update existing records or skip them.

Review Imported Contacts:

After the import, review the newly added contacts to ensure all information is accurate.

HubSpot’s Import Tool: Automatically handles duplicates and updates existing contacts.

For more details, you can refer to the HubSpot guide on importing contacts: https://knowledge.hubspot.com/import-and-export/import-objects?hubs_content=knowledge.hubspot.com/records/create-contacts&hubs_content-cta=import%20contacts%20