How to Import Deals and Link them to Contacts in HubSpot

Published 17 December 2018

Description

Add deal data into HubSpot, including the links to their related contacts, all in a single step. Use any contact identifier, such as full name, email address, or even custom fields in order to find the existing contact to link to.

1. Connect your HubSpot account

2. Upload your CSV file with deal data, including the identifying contact details

3. Use the field mappings to map the deal fields you wish to import, including the lookup field for the contact to link to

4. Click start, and see the deals with their contact relationships intact in HubSpot

Automate your data import tasks
Use Auto-import to perform regular data uploads into your business apps. Learn more
Move data directly between your business apps
Import2 Wizard allows you to move data directly between your business apps, giving you the freedom to move data anywhere you need it. 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