I receive a daily spreadsheet report from an off-platform distributor of our samples. The format lists every sample SKU pulled on the previous day, and so Company, Contact, and Project info is duplicated in the spreadsheet if a client pulls multiple samples for the same Project. I would like to be able to import this spreadsheet on a daily basis into our list of Leads. I hope and assume that HubSpot would identify the duplicate Companies/Contacts, while preserving the metrics about individual SKUs and quantities sampled, as these metrics are important for our market intelligence. When a sampled SKU progresses into a request for an estimate, the Lead will convert into a Deal. Should that Deal be approved, it will convert into a sale. I took the time to create dedicated Leads properties that match each of the columns in my daily spreadsheet, but HubSpot is not able to perform a bulk import on Leads. Can this functionality be added to the site?
...read more