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.
Thank you very much for your patience on this issue. But, I'm excited to let you all know that the ability to associate objects on import is currently in a private beta. If you are interested in participating, pleasefill out this form to gain access to the betaand we will be in contact if our beta product is a good fit for you. Please provide as much detail as possible.
We are planning several improvements to importing in HubSpot. One of the big ones is making it possible to associate contacts, companies, deals and activities (notes, emails, calls, meetings, tasks) to each other during import. This functionality is currenlty possible through HubSpot's APIs, but we want to make it easier for everyone to doas part of our import flow.