Lists, Lead Scoring & Workflows

VLavinBitetti
Contributor

Matching contacts in hubspot with emails in a spreadsheet

Hello, I have a list of contacts in a spread sheet that are current customers of ours, so we already have them in hubspot. However, I need to send these specific people an email and enroll them in a workflow. 

 

I would like to make a list of all these people. If I copy the rows of the spreadsheet and past them into a list with filters such as: Email Contains Any Of: It pastes as one long entry. So the emails can not be found. 

 

Is there a way to have it paste them individually as separate entries? Or is there an easier way to do this? 

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Whathcock
Top Contributor | Diamond Partner
Top Contributor | Diamond Partner

Matching contacts in hubspot with emails in a spreadsheet

HI @VLavinBitetti ,

 

One way to do this is to upload the spreadsheet to HubSpot -- since all of these customers are already in HubSpot, it won't affect your contact tiers. In the final step of the import process, you can select to create a static list of all the contacts you're importing, and then you can use that list for your email. 

Screenshot 2023-01-04 at 3.59.01 PM.png

 

Hope this helps!

 

Whitney

 

Screenshot 2022-12-16 at 1.09.01 PM.png

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