How to Automate the Import of Deals into HubSpot

Published 25 March 2019

Description

Automatically add new deals into HubSpot. Setup the import once, and email files with new deal data as needed.

1. Connect your HubSpot account

2. Setup the import template, including the field mappings and the email where the files will be sent from

3. When you have new deals to add, email your CSV file(s) to the Import2 email address provided during setup

4. See the deals in HubSpot

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