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 Wizard email address provided during setup

4. See the deals 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