One of the main purposes of having a CRM is so you can keep track of the countless contacts and companies that you are interacting with. HubSpot is the best CRM platform for growing businesses because it aligns your different departments like sales and marketing, so that you’re all on the same page and working with the same information.
With HubSpot, you can keep track of all conversations, deals, and other important details so you can focus on giving value to your customers. You can spend more time developing those relationships and converting those leads.
Any time someone connects with your business, you can save them as a HubSpot contact. Contacts include website visitors that contact your team, or potential clients you met in an event, etc. Here we’re going to talk about how you can add those contacts in HubSpot so you can get started on tracking your sales progress.
Read this Easy to Follow Instructional On How to Add Contacts into HubSpot
HubSpot offers a few options for creating contacts within the CRM. They work on all hubs, no matter what HubSpot plan you are using.
You can import existing contacts to HubSpot if you are moving them from another CRM. You can also import existing contacts from a spreadsheet, if you have that.
To import existing contacts from a spreadsheet, there is an ‘Import’ button on the Contacts page. Just click ‘start an import’ and then select ‘File from computer’. You can either upload one file or multiple files into HubSpot. On the next page, it also lets you choose between ‘one object’ or ‘multiple objects’.
If you are switching from an old CRM to HubSpot, you may have to download both your contacts and your companies before you import them. Finally, just click ‘import’ and you’re ready to go. HubSpot will transfer these contacts into the HubSpot database automatically.
Similarly, HubSpot automatically creates a contact record whenever a new lead or visitor fills in and submits a form in HubSpot. The CRM will keep a record of their email address for your reference.
If a HubSpot user sends an email to a prospect that is logged and tracked, HubSpot will also create a contact automatically.
But the option you will be using the most is manual entry. HubSpot lets you create contacts manually, especially if someone connects with your business in a different way. For example, if you met someone personally during an event, you may want to add them to your HubSpot later on.
In your HubSpot account, go to Contacts and click on ‘Contacts’. In the top right corner, you will see the option to create a contact. Click on that and you can start entering the contact’s properties in the right panel.
Once you’ve filled in the contact’s name, additional fields will appear. These fields are based on the properties in the ‘About’ section of a contact record by default.
If you want to add another contact after the first one, choose ‘Create and add another’ instead.
Adding a contact on HubSpot is that easy. Sometimes you don’t even have to do it because HubSpot already adds contacts automatically. But once you have them in your CRM, you can check their record to retrieve their details any time.
You can take this a step further by associating contacts with other objects like tickets, deals, and companies. This lets you keep track of the relationships between your objects in HubSpot. This also means you can sync activities that involve different contacts.
If you want to learn more about HubSpot, hire a HubSpot Certified Partner. Call Kennected today and we will help you make the most out of this powerful platform so you can grow your business.