Does anybody successfully integrate their core data with HubSpot (creating and updating contact information) WITHOUT using an API? (just by importing a daily Excel file)
1. Import files to create/udpate HubSpot CRM objects (contacts, companies, deals, tickets or products)? If so, I'd love to share with you this detailed documentation on how to import files within HubSpot to create/udpate objects - Import contacts, companies, deals, tickets, products, or notes.
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2. Within another web app e.g. Mailchimp you'd like to import a file and that would trigger an action within HubSpot to create/update a contact? If so, could you share with me web app name?
Hi Wendy. Thank you for the information. I am testing importing lists to create and maintain contacts. I have been doing some testing and learning along the way. I was just wondering if anybody else is just using lists and not an API. If so, I would not mind asking questions with them and sharing information.
Hi Wendy. Thank you. If I do not match up my contacts from my import list by Contact ID, does HubSpot use email address? If so, is that the only field it would match on?
By match on do you mean deduplication? So that HubSpot doesn't create the same contact twice? If so, spot on! HubSpot deduplicates contact by email address and that's the only field aside from object ID via import.