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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.  

HubSpot updates
CRM Deal Import - Automatically Associate with ContactsEquipo de producto de HubSpot
changed to: In Planning
04-04-2017

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.

CRM Deal Import - Automatically Associate with ContactsEquipo de producto de HubSpot
changed to: In Beta
09-11-2018

CRM Deal Import - Automatically Associate with ContactsModerador
Re: CRM Deal Import - Automatically Associate with Contacts
09-13-2018
CRM Deal Import - Automatically Associate with ContactsEquipo de producto de HubSpot
changed to: Delivered
02-20-2019

As of the end of 2018, this is live in all portals! Thanks to everyone for the feedback.

CRM Deal Import - Automatically Associate with ContactsModerador
Re: CRM Deal Import - Automatically Associate with Contacts
08-29-2018

Hi all,


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, please fill out this form to gain access to the beta and we will be in contact if our beta product is a good fit for you. Please provide as much detail as possible. 

 

Thank you! 

73 Comentarios
sockclub_custom
Colaborador ocasional

We would love to beta test this!!! Please let us!!

Evans4316
Colaborador habitual

This is now in Beta.  There is another similar post that has the information on how to get signed onto the Beta.

 

Equipo de producto de HubSpot
Equipo de producto de HubSpot
Estado actualizado a: Delivered

As of the end of 2018, this is live in all portals! Thanks to everyone for the feedback.