I’d like to know if it’s possible to create bulk deals from my contacts here on Hubspot so that opportunities can appear in my pipeline. I’m currently doing it one by one, I go into the contact and create a new deal from the contact, if I can put everyone in a specific stage in my pipeline it would be great.
Can anyone help me?
Thanks!
Hi @abnersmithv4,
If you want to do this automatically, this requires a Professional or Enterprise subscription. You would use a contact based workflow and leverage the ‘Create record’ workflow action to automatically create deals.
In the free CRM, your best option is to export your contacts, remove all columns except for the contact ID from the file, then add additional columns for the deal information, then reimport the file as multiple objects (contacts + deals) and map the contact record ID (this is very important). The import will then create deals and associate them with the contacts.
Sample files can be found here: Format import files
Best regards!
Hi, I’m working on a business of sports, I’ve just seen this post and came into my mind that i should ask this question here. Will this business option can help me getting more clients or customers? Questions from the experts, If yes, then how i can do this as I’m completely new to this community.
I’m still waiting for the answer about my sports business called top volleryball shoes that how i can take the leverage of this platform. Becuase I’ve already researched about it but couldn’t find the exact answer, So, looking here for the exact and the straight-forward answer.