App Tutorial

Easy HubSpot Contact Import Guide & YouTube Integration (7 Steps)

author
Jason Gong
App automation expert
Apps used
HubSpot
LAST UPDATED
April 15, 2024
TL;DR

Importing contacts to HubSpot involves preparing a compatible file, navigating to the import section, and mapping data properties for a successful upload. This process enhances CRM efficiency by integrating contacts from various sources, including YouTube for Marketing Hub Enterprise users.

Automate this process and ensure data accuracy with Bardeen's integration capabilities.

Streamline your HubSpot workflows and ensure your CRM is always updated with the latest contacts by automating your HubSpot tasks with Bardeen.

How to Import Contacts to HubSpot

Importing contacts into HubSpot is a straightforward process that can significantly enhance your CRM's effectiveness. Whether you're migrating from another CRM or looking to update your database with new contacts, HubSpot provides a flexible import tool to facilitate this process. This guide will cover the essential steps and tips for a successful import, including preparing your import file, understanding HubSpot's import capabilities, and executing the import.

Automate your HubSpot workflows to save time and reduce errors. Start by downloading the Bardeen app.

HubSpot Import Contacts

Before importing contacts into HubSpot, ensure your import file meets HubSpot's requirements. The file must be in .csv, .xlsx, or .xls format, contain only one sheet, and include a header row with column headers that correspond to HubSpot properties. The file should be UTF-8 encoded, especially if it contains foreign language characters, and adhere to the technical limits based on your HubSpot subscription.

How to Import Contacts into HubSpot

To import contacts:

  1. Prepare your import file by organizing your data. Each row should represent a contact, and each column should represent a contact property such as first name, last name, and email address.
  2. In your HubSpot account, navigate to your contacts, companies, deals, or tickets overview.
  3. Click 'Import' in the top right corner.
  4. Select 'File from computer' and follow the prompts to upload your file.
  5. Choose how to import your data, whether creating new records, updating existing ones, or both.
  6. Map your file's columns to the corresponding HubSpot properties.
  7. Review and finalize your import settings, then start the import.

HubSpot will process your import, creating new contact records or updating existing ones based on the unique identifiers in your file, such as email addresses or custom unique value properties.

HubSpot YouTube Integration

For those looking to leverage YouTube data within HubSpot, connecting your YouTube account to HubSpot allows you to analyze video performance data directly within your HubSpot dashboard. This integration is available for Marketing Hub Enterprise users. Connect your YouTube account via the 'Social' section in your HubSpot settings, following the prompts to authorize the connection.

Enhance your marketing efforts by integrating HubSpot with YouTube for seamless video performance analysis.

HubSpot Import Contacts from Excel

When importing contacts from an Excel file, ensure your file is properly formatted according to HubSpot's file requirements. This includes having a single sheet, a header row with column headers that match HubSpot properties, and ensuring the file doesn't exceed the row and size limits of your HubSpot subscription. After preparing your Excel file, follow the standard import process to upload and map your data to HubSpot.

Looking to streamline your contact management? Check out how to Copy all HubSpot contacts to Google Sheets with Bardeen.

By following these steps, you can efficiently import contacts into HubSpot from various sources, including Excel, and integrate valuable YouTube data to enhance your marketing efforts.

Automate Your HubSpot Workflows with Bardeen

While the manual process of importing contacts to HubSpot via YouTube integration provides a straightforward method, automating this task can save significant time and reduce the margin for error. Automation with Bardeen not only streamlines the import process but also enables seamless integration of contact information from various platforms directly into HubSpot. Let's explore how Bardeen can automate tasks related to HubSpot, enhancing efficiency and data accuracy.

Here are some examples of automations using Bardeen's playbooks:

  1. Copy all HubSpot contacts to Google Sheets: This playbook automates the transfer of your HubSpot contacts to Google Sheets, facilitating easy sharing and further data analysis without manual exports.
  2. Copy all HubSpot contacts to Coda: Streamline the process of managing your contacts by automatically copying them from HubSpot to a Coda table, enhancing project management and collaboration across your team.
  3. Save LinkedIn profile to HubSpot as a new contact: Directly save LinkedIn profiles as new contacts in HubSpot, simplifying lead generation and ensuring your CRM is always up-to-date with your networking efforts.

Automate your HubSpot workflows today by downloading the Bardeen app.

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