Mar 21, 2017 11:10 AM
Perhaps the most important question to success with the HubSpot CRM. Our most successful CRM users start by getting their contacts into CRM. So, how should you go about importing your contacts? And, what else should you consider before importing?
This Learning Track will help you end-to-end, but here are some other things to think about:
Good things to do before starting:
When importing contacts the first time, it’s OK not to have all of the relevant details in place. The good news is that you can come back later and add more data about a list of contacts you’ve already imported as long as they have email addresses. HubSpot will add the new details or attributes to your contacts.
There are two other common questions that come up with importing:
Can I import contacts from Facebook, LinkedIn, or another CRM? There is no direct integration but as long as you can get your contacts into a CSV, you can import to HubSpot.
Can I scan business cards into HubSpot CRM for my contacts? Not directly, however, I recommend using a tool called Zapier with Business Card Scanning tools to accomplish this.
Apr 13, 2017 2:11 AM
Jul 14, 2017 4:31 PM
@BobM For the future, you may want to try out this free tool that checks your CSV file for common formatting and data issues that you should be aware of when importing into Hubspot. This way you can easily identify and fix any potential issues before you import, and use it to help guide your data preparation.
Hope it helps!
Apr 21, 2017 9:16 AM
I want to import the contacts into the HubSpot CRM.
But I am doubtful about using HubSpot.
I am new to HubSpot.
The option to import contacts comes in Sales Dashbord.
I donot want to import in Sales but into the CRM.
Is there a way to achieve this ?
OR Is this how HubSpot is designed.
Apr 28, 2017 1:33 AM
I successfully imported over 600 contacts. It went pretty well.
Yes the only two options you see in the top-left are Sales or Marketing. But following the instructions for the import I was able to select CRM in an early step of the process.