Getting your data into HubSpot is simple. Export all your records from your current system, and import them into HubSpot with a few clicks. No fancy data work necessary. HubSpot deduplicates your records for you, so your database is clean and organized from the start. Plus, create custom properties as you go, so your data matches your company's setup.
Import all your records in one go. Bring contacts, companies, deals, tickets, and more into HubSpot at once, and associate them together with simple column-mapping. No manual associations necessary.
HubSpot CRM automatically populates new contact, company, and deal records with details from its database of over 20 million businesses. All you need is a prospect’s corporate email address. You’ll spend less time hunting down information about prospects and companies, and more time delighting your customers.
These are the individuals you are going to interact with. The ones you’ll be calling and send emails to in order to start, continue, or maintain a business a relationship. A Contact record will store information like First Name, Last Name, Email, and Phone Number. It will also include a history of when and who last contacted them.
Each contact can only be associated to one company, but can be associated with multiple Deals and/or Tasks.
Companies are the businesses where your Contacts work. You may have more than one contact that you engage with who work at the same Company. A Company record will store information like Name, Domain, Industry, and Phone Number. This is also where you’ll store information like what city the business is located in, how many employees they have, and revenue information.
Companies can have multiple Contacts, Deals, and/or Tasks associated.
Deals are used to manage your sales process and track the revenue associated with a potential sale. Deals will move through stages, starting at the beginning of the sales process and ending with a sale (Closed Won) or not (Closed Lost). The Deal record will store the amount of the potential sale, when the sale is expected to close, and who is managing the sale.
Each Deal can only be associated with one Company, but can be associated with multiple Contacts.
Tickets are the service interactions you have with your customers. Tickets (like deals) will move through stages, from "created" to "closed." Tickets will store information like source, time to first agent reply, and time to close.
Tickets can be asssociated with any Contact, Company, and/or Deal. They can be associated to just one object, or any combination.
No tasks or engagements (notes, calls, emails) can be imported via CSV.
Can import data to all objects