App Tutorial

Step-by-Step Guide to Import Leads into HubSpot (2024)

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

Importing leads into HubSpot involves preparing your import file in .csv, .xlsx, or .xls format, logging into your account, navigating to 'Import', and following the guided steps to upload and map your data. This process ensures your leads are accurately integrated into your CRM for effective management. Automate the import process with Bardeen to save time and enhance accuracy.

How to Import Leads into HubSpot

Importing leads into HubSpot is a straightforward process that can significantly enhance your CRM's effectiveness. Whether transitioning from another CRM or starting fresh, HubSpot's import tools facilitate a smooth data transfer, ensuring your leads are accurately integrated and actionable. This guide will walk you through the essential steps and considerations for importing leads into HubSpot, covering everything from preparing your import file to executing the import seamlessly.

Automate your lead import process with Bardeen to save time and minimize errors. Download now.

Preparing Your Import File

Before importing leads into HubSpot, you must prepare your import file correctly. This involves organizing your data in a spreadsheet, adhering to specific file formats and requirements. HubSpot supports .csv, .xlsx, or .xls file formats, with each spreadsheet limited to one sheet. Ensure your file includes a header row where each column header corresponds to a property in HubSpot, and it's UTF-8 encoded if it contains foreign language characters. For Excel files, adhere to Excel's worksheet and workbook maximum limits and format date-time properties in Number format.

Each row in your spreadsheet represents one lead (or object record), and each column contains information corresponding to a lead property, such as first name, last name, email address, etc. It's crucial to include at least one unique identifier for each lead to prevent duplicate records and facilitate accurate associations. Common unique identifiers include email for contacts and company domain name for companies.

Importing Your Leads

To import leads into HubSpot:

  1. Log into your HubSpot account and navigate to your dashboard.
  2. Click on 'Import' in the top right corner of any object home page, or access your import settings via the settings icon in the top navigation bar. Then, navigate to 'Import & Export' and click 'Go to import'.
  3. On the 'Imports' page, click 'Start an import'.
  4. Select 'File from computer' and then click 'Next'. If repeating a past import, you can select 'Repeat a past import' instead.
  5. Choose the type of import: 'Single object or activity import' for importing one type of object or 'Multiple objects and activity import' for importing and associating multiple objects. Then, click 'Next'.
  6. For each object or activity, click 'choose a file' and select your import file.
  7. Select how to import your data for each object/activity. Options include 'Create and update records/activities', 'Create new records/activities only', and 'Update existing records/activities only'.
  8. Map the columns in your file to the corresponding HubSpot properties. HubSpot will auto-map based on the header, but you can manually adjust if necessary.
  9. Review your import for any errors and make adjustments as needed. If all looks good, finalize your import.

Remember, emails, meetings, notes, and tasks cannot be updated via import. For associating records, ensure you've mapped the correct unique identifier, like email for contacts or company domain name for companies.

Post-Import Actions

After successfully importing your leads into HubSpot, take immediate action to ensure they're correctly integrated into your sales process. This includes:

  • Reviewing imported leads for accuracy and completeness.
  • Segmenting leads into appropriate lists for targeted marketing efforts.
  • Setting up lead scoring to prioritize high-value leads for follow-up.
  • Creating workflows to automate lead nurturing and follow-up tasks.
Explore how to scrape LinkedIn lead information and sync to HubSpot to enrich your CRM data and speed up your multi-channel outreach efforts. Also, integrating HubSpot with Salesforce and syncing HubSpot and Slack can significantly enhance your sales and marketing processes.

By following these steps and utilizing HubSpot's robust import tools, you can efficiently import leads into your CRM, ensuring your team has immediate access to critical lead information and can begin nurturing those leads effectively.

Automate HubSpot Lead Imports with Bardeen Playbooks

While importing leads into HubSpot manually is effective, automating the process can save you significant time and reduce the risk of data entry errors. Bardeen offers several powerful playbooks that can streamline transferring leads from various platforms directly into HubSpot:

  1. Migrate Pipedrive Companies to HubSpot as Leads: This playbook automates the transfer of company records from Pipedrive into HubSpot as new leads, ensuring a seamless data migration process between CRM systems.
  2. Scrape LinkedIn Lead Information and Sync to HubSpot: For sales and marketing professionals, this playbook enables efficient lead information collection from LinkedIn profiles and direct addition to HubSpot, enhancing lead management.
  3. Sync LinkedIn Sales Navigator Results as Leads in HubSpot: This automation transfers LinkedIn Sales Navigator search results into HubSpot as new leads, optimizing your lead generation and tracking process.

Implementing these automations not only streamlines lead importation into HubSpot but also ensures your team can focus on nurturing and converting these leads. Explore these playbooks by downloading the Bardeen app.

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