How to correlate an excel file of accounts against my Hubspot DB?
SOLVE
Hi! I have an excel file list of prospect accounts. I am looking for an easy method to compare the account names against my existing Hubspot DB of accounts. Thx!
Could you please confirm that your goal is to compare your contacts list in HubSpot with your excel file?
If so my recommendation would be exporting your HubSpot information and creating a column in your prospect list to compare the contacts emails and check for any duplicates.
If this is not what you refer to, The more information, screenshots, and details you can provide, the better I can advise on the next steps.
Could you please confirm that your goal is to compare your contacts list in HubSpot with your excel file?
If so my recommendation would be exporting your HubSpot information and creating a column in your prospect list to compare the contacts emails and check for any duplicates.
If this is not what you refer to, The more information, screenshots, and details you can provide, the better I can advise on the next steps.
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