How to prepare data before importing it into HubSpot?

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So you decided to change your excel tables full of contacts and their data to a proper CRM tool like HubSpot. Let us show you how you can import the data to HubSpot in bulk.

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Комментарии
Автор

Hi am brand new to HubSpot and not really sure where to start

I have a spreadsheet of leads, which have our Sales Team allocated to each lead. I then need to upload this data in to HubSpot, for a deal to be created and associated with the correct sales person. Otherwise I will have to upload the data, create a deal and then allocate a sales person. I would. Like it to auto do this. Is it possible?

Muddipaws
Автор

Is there any API Integration available ? creating and importing csv is not the top solution.

harpalriat