How to import contacts, leads, and deals into HubSpot CRM

Learn how to efficiently import contacts, leads, and deals into HubSpot CRM with these engaging step-by-step instructions. Enhance your employee training by mastering this process effortlessly.

Go to app.hubspot.com

1. Click "Create contact"

Once logged in to your Hubspot account, Initiate the contact creation process.

2. Click "We can help you add a contact and choose the right information to store.This should take about 4 minutes"

You can either get help adding a contact or do it yourself.

3. Click "I'll set it up myself"

In this case, let's set up the contact manually.

4. Click "Email"

Proceed to add the contact information.

5. Click "Select a stage Subscriber Lead Marketing Qualified Lead Sales Qualified Lead Opportunity Customer Evangelist Other"

Choose the appropriate stage for the lead.

6. Click "Lead"

Move on to add the contact stage ''Lead'' and Access the deal creation section directly below the ''Lead'' section.

7. Click "Open deal"

Access the deal creation section.

8. Click "Customize record"

And you are done.

Master the process of importing contacts, leads, and deals into HubSpot CRM efficiently. From creating contacts to customizing records, this guide ensures a seamless experience for your team's CRM management.