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?
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")
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")
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?
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”?
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")
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")
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.