How to add companies and contacts at the same time...and then deals

HubSpot is a powerful marketing and sales platform that can help you streamline your lead management and customer engagement efforts. One of the key features of HubSpot is its ability to import contacts from various sources. This allows you to consolidate your customer data in one place and personalize your marketing and sales campaigns.

In this blog post and how-to video, we will walk you through the step-by-step process of uploading companies and contacts, at the same time, into HubSpot.

Important Considerations:

• If you are not using Hubspot default Deal Stages, then you will need to create a new field with your desired picklist values. 
• Review the mapping carefully: Ensure that the fields in your file are correctly mapped to the corresponding fields in HubSpot to avoid errors.

Conclusion:

Combining steps into one such as company and contact uploads will save you time and headache. By following the steps outlined in this video, you can easily import your companies, contacts, and deals to start leveraging HubSpot's features.

Additional Tips:

• If you have a large number of contacts, it may be helpful to import them in batches to avoid overloading the system.
• Consider using a Hubspot Solutions Partner...Huntscape Operations Partners.

I hope this blog post has been helpful. If you have any questions, please feel free to comment below.