How to Link Existing Deals with Existing Contacts in HubSpot

Published 14 December 2018

Description

Bulk-update your deals to associate them to the correct contacts in HubSpot. No need for tedious steps, working with IDs and performing multiple exports and imports. Use a single, simple process to import the links with Import2 Wizard.

1. Connect your HubSpot account

2. Upload your CSV containing deal and contact information

3. Map the relationship using the lookup field mapping

4. Start the import and see the records linked together in HubSpot

Automate your data import tasks
Use Auto-import to perform regular data uploads into your business apps. Learn more
Your familiar CSV import, but better
Import2 Wizard helps you bring the data you want into the tools you use - whether it be contacts, accounts, deals, tickets, customers, emails, tasks, notes and more. Learn more
Business Data Glossary
We know that talking about data could be confusing. Here is a list of terms for you to get up to speed. Learn more