I have a list in CSV form as part of a segment of my database, the contacts are already in HubSpot, is it possible to use this CSV to create a static list?
Yes, it is! If you don't want to update any contacts in HubSpot, simply unselect all columns except the email column during the property mapping step. In other words, you're only importing the email address. During the last step of the import process, you can name the import and choose to create a list. This list will be static.
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
I have a CSV with a subset of emails that I want to send email(s) to.
I do not want to create duplicate contact records (see #1).
If I import this list following the guidance you provided above, will emails sent to this new static list be associated with the contact records in HS in the Activity feed?
We are aware that you had this question a few days ago, and we wanted to find out if you have tried addressing it and if it has been resolved successfully, or if you require further investigation and collaboration to work on this together and find a resolution.
Yes, it is! If you don't want to update any contacts in HubSpot, simply unselect all columns except the email column during the property mapping step. In other words, you're only importing the email address. During the last step of the import process, you can name the import and choose to create a list. This list will be static.
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer