Receiving Leads

SOLVE
clever-nrg
Participant

I have created my first form. This form is not for a website, as I will be receiving leads from external software's. One company would like to send me leads via CSV. How can I upload a CSV for this form?

0 Upvotes
3 Accepted solutions

Accepted Solutions
PamCotton
Solution
Community Manager

Hi @clever-nrg 

 

No, uploading a contact will not trigger an email to the contact.

Correct, we classify leads and contacts as the same object in HubSpot, this post explains more about it ( Quick Tip: Associating Contacts, Companies, and Deals - A Case Study in Lemonade

 

@Krystina  @MAC-MCB  is there any suggestion for @clever-nrg  to his contacts as they are added into HubSpot to create a task at the same time? 

 

Kindly,

 

Pam

 

Você sabia que a Comunidade está disponível em outros idiomas?
Participe de conversas regionais, alterando suas configurações de idioma !


Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !


View solution in original post

MAC-MCB
Solution
Member | Partner

Hi @PamCotton and @clever-nrg .

 

I would import the contacts as previously described so well with links.

Once the import is done, I will create a list of these imports.
(This can be selected as the last step before you start importing)

 

From there, I would create a workflow, that is only active on contacts that are added to the list.


(The workflow can be created first, but it can also be created later - and from your workflow, you choose the option to include "previously fulfilled condition")

Set up workflow for "Create task = Call"

and boom .. You are now ready

Hope this helps.. 🙂

Best regards
Martin Christiansen
mcb.dk

View solution in original post

MAC-MCB
Solution
Member | Partner

Hi @clever-nrg,

 

Yes, that's where HubSpot is beyond superb.
With workflows you can build as many different tasks as you can almost dream of. 🙂

1. Start up your workflow, as I mentioned earlier.

2. Send marketing email (pre-call marketing email)

3. Wait (1 day, 3 days etc)

4. Create task "Call".

In between steps 3-4, you can set up an "if statement" that will make your workflow smarter and thereby begin to exploit the full potential of marketing automation.

(eg. Has marketing mail secured a meeting booking? .. If no - inform [Person]
If yes - create task "call")

Hope this helps.. 🙂

Best regards
Martin Christiansen
mcb.dk

View solution in original post

9 Replies 9
MAC-MCB
Member | Partner

Hi Clever-nrg.

If you are not actively using your form to collect inbound leads through your own pages, I would advise you to use the import module in HubSpot instead of forms.
(It is very important here that you have the correct permissions on the contacts - as they come from external sources)

This is done by csv import and you can download HubSpot's template directly through contacts / company.

 

2020-05-12_22-32-38.png

Krystina
Key Advisor | Diamond Partner

Hi @clever-nrg ,

 

This knowledgebase article from HubSpot should provide you with everything you need to know about importing files in HubSpot. 

 

https://knowledge.hubspot.com/crm-setup/import-objects

 

I hope this helps!

 

Cheers, 

 

 

 

Did this post help solve your problem? Help the community and mark it as a solution.
Krystina Gillenwater
A B2B Revenue Operations (RevOps) Firm.
HubSpot Diamond Partner BadgeA Diamond Solutions Partner
Book 15 Minutes with Krystina »
clever-nrg
Participant

This does not help. I need to import consumer leads (people ) that will need calling. I dont see Contacts, Companies, Deals, Tickets, Products or Notes as a solution.

 

How are businesses using Hob Spot CRM to call personal opt-in data to sell products and manage a sales pipline? 

0 Upvotes
PamCotton
Community Manager

Hi @clever-nrg 

 

You Can import contacts to be able to call them. HubSpot currently have the following objects that you mentioned :

 Contacts, companies, Deals, Tickets.

 

From what I understand you would like to import people to call them correct? Your best option will be importing them as contacts to HubSpot.

I hope this helps.

 

Kindly,

 

Pam

Você sabia que a Comunidade está disponível em outros idiomas?
Participe de conversas regionais, alterando suas configurações de idioma !


Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !


0 Upvotes
clever-nrg
Participant
Ok, so it looks like there is a cross over here with terminology. We class an opted in but of data a lead. This indicates you still class this as a “contact”? For the contact to have an immediate call to action, would we need to create a task (call) at the same time? Would the upload also trigger an email to the “contact”?
0 Upvotes
PamCotton
Solution
Community Manager

Hi @clever-nrg 

 

No, uploading a contact will not trigger an email to the contact.

Correct, we classify leads and contacts as the same object in HubSpot, this post explains more about it ( Quick Tip: Associating Contacts, Companies, and Deals - A Case Study in Lemonade

 

@Krystina  @MAC-MCB  is there any suggestion for @clever-nrg  to his contacts as they are added into HubSpot to create a task at the same time? 

 

Kindly,

 

Pam

 

Você sabia que a Comunidade está disponível em outros idiomas?
Participe de conversas regionais, alterando suas configurações de idioma !


Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !


View solution in original post

MAC-MCB
Solution
Member | Partner

Hi @PamCotton and @clever-nrg .

 

I would import the contacts as previously described so well with links.

Once the import is done, I will create a list of these imports.
(This can be selected as the last step before you start importing)

 

From there, I would create a workflow, that is only active on contacts that are added to the list.


(The workflow can be created first, but it can also be created later - and from your workflow, you choose the option to include "previously fulfilled condition")

Set up workflow for "Create task = Call"

and boom .. You are now ready

Hope this helps.. 🙂

Best regards
Martin Christiansen
mcb.dk

View solution in original post

clever-nrg
Participant
And what about a pre-call marketing email? Can the Workflow send an email on day one and a call planned for day 2?
0 Upvotes
MAC-MCB
Solution
Member | Partner

Hi @clever-nrg,

 

Yes, that's where HubSpot is beyond superb.
With workflows you can build as many different tasks as you can almost dream of. 🙂

1. Start up your workflow, as I mentioned earlier.

2. Send marketing email (pre-call marketing email)

3. Wait (1 day, 3 days etc)

4. Create task "Call".

In between steps 3-4, you can set up an "if statement" that will make your workflow smarter and thereby begin to exploit the full potential of marketing automation.

(eg. Has marketing mail secured a meeting booking? .. If no - inform [Person]
If yes - create task "call")

Hope this helps.. 🙂

Best regards
Martin Christiansen
mcb.dk

View solution in original post