Tips, Tricks & Best Practices

ASobusiak
Participant

Automatic Lead creation during Contact import

SOLVE

Hi,
I have a question - is it possible to automatically create Leads when importing Contacts to HubSpot's CRM database?

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Automatic Lead creation during Contact import

SOLVE

Hi @ASobusiak,

 

Yes, you could do so with a contact-based workflow that enrolls contacts from that import (e.g. 'When filter criteria is met' > 'List membership' or 'Import'), then add the workflow action 'Create record' after enrollment to create leads.

 

https://knowledge.hubspot.com/workflows/understand-contact-based-workflow-types

 

Have a look at the documentation, and let me know if you have any follow-up questions.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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1 Reply 1
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Automatic Lead creation during Contact import

SOLVE

Hi @ASobusiak,

 

Yes, you could do so with a contact-based workflow that enrolls contacts from that import (e.g. 'When filter criteria is met' > 'List membership' or 'Import'), then add the workflow action 'Create record' after enrollment to create leads.

 

https://knowledge.hubspot.com/workflows/understand-contact-based-workflow-types

 

Have a look at the documentation, and let me know if you have any follow-up questions.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.