Importing a Contact List to HubSpot CRM
MS

MassChallenge Support

Created Jun 26, 2024

Importing a Contact List to HubSpot CRM

7
    s

CD Example List.xlsx

2 Steps
1

Click on File

Click on File
2

Click on Download a Copy…

Click on Download a Copy…
    a

HubSpot

21 Steps
3

Click on CRM

Click on CRM
4

Click on Lists

Click on Lists
5

Click on Import

Click on Import
6

Click on Start an import

Click on Start an import
7

Click on Import file from computer…

Click on Import file from computer…
8

Click on Next

Click on Next
9

Click on Contacts…

Click on Contacts…
10

Click on Next

Click on Next
11

Click on choose a file

Click on choose a file
12

Select a file from upload menu

Select a file from upload menu
13

Click on Import files…

Click on Import files…
14

Click on Next

Click on Next
15

Check Don't import data in unmapped columns

Check Don't import data in unmapped columns
16

Click on Next

Click on Next
17

Type "CD 2024 Example List"

Type "CD 2024 Example List"
18

Check * I agree that all contacts in this import are expecting to hear from my organization. I have a prior relationship with these contacts and have emailed them at least once in the past year. I can confirm this list wasn't purchased, rented, appended, or provided by a third pa…

Check * I agree that all contacts in this import are expecting to hear from my organization. I have a prior relationship with these contacts and have emailed them at least once in the past year. I can confirm this list wasn't purchased, rented, appended, or provided by a third pa…
19

Check Create a list from this import

Check Create a list from this import
20

Click on Finish import

Click on Finish import
21

Click on CRM

Click on CRM
22

Click on Lists

Click on Lists
23

Click on CD 2024 Example List

Click on CD 2024 Example List
Well done!
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