So, you took the plunge and signed up for HubSpot...now what?
Getting HubSpot is just the first step: the next is actually setting up your CRM. And the first thing you need to do when getting started with CRM is to import your contacts.
If you're ready to get rolling, follow the steps below to import your contacts into HubSpot CRM.
The easiest way to bulk-import contacts into HubSpot is to use an import file. You can start by exporting contacts from your current CRM, email client or contact database (from your phone, outlook, etc.). You then simply modify the file so it meets HubSpot's import file requirements.
HubSpot's Knowledge Base provides free sample import files for download, which makes it easy to get started.
Once you've gotten your import file ready, it's time to import those contacts into HubSpot. If your file only contains contact information, then it's a one-object type. If you want to import a file with multiple objects (such as contacts, deals and notes), follow this article on HubSpot's Knowledge Base instead.
Tada! All your contacts are now imported into HubSpot.
HubSpot is a significant investment. If not implemented and used properly, you're not getting the most out of this powerful tool. You can go it alone, but working with a HubSpot partner agency means that you don't need to become an expert in HubSpot to get up and running.
As a Platinum HubSpot partner, we can assist you with Onboarding, Inbound Marketing, Service and CRM.
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A neglected Customer Relationship Management (CRM) system can be paralyzing for marketing, sales, and services teams. Figuring out how to actually make sense of your database is a time-consuming and expensive task. To make it easier for you, we've created this simple data clean-up checklist that walks you through data clean-up step by step.
What Does This Checklist Cover?
✓ How to analyze your data
✓ How to clean up your fields
✓ How to clean up your data
✓ How to re-organize your lead sources and lists
✓ How to create reporting that matters
✓ How to re-organize your lead sources and lists
✓ How to formulate and stick to a standard process
✓ How to look for duplicates and bad data
✓ How to re-import and organize your contacts
BizzyWeb is a Minneapolis-based digital marketing and web design agency that helps companies get the high-quality leads they need to grow and thrive. Our tactics include inbound marketing, SEO, advertising, web design, content creation and sales automation. We are an accredited HubSpot Platinum Partner and we offer full-service HubSpot onboarding, enablement and strategy for new and current users.