CRM Deal Import - Automatically Associate with Contacts
We need the ability to automatically associate deals with contacts/companies during the import process.
We have thousands of deals that have been completed for the current year. Our service is provided on an annual basis. We need the ability to create new deals that incorporate some properties from our completed deals in the prior year. It appears this is easy, as we can export our completed deals, make the necessary changes in Excel, and them re-import into HubSpot.
However, there is not currently the ability to automatically associate the imported deals with their contacts/companies. Doing this manually in not a viable option due to the high number of deals.