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How to HubSpot: Importing data to HubSpot

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About this course

The 'How to HubSpot: Importing Data to HubSpot' online training course is just over an hour long and provides a comprehensive hands-on guide to importing data to HubSpot CRM, preventing duplicates, tracking the source of your data, then finding and using the data once in HubSpot. You’ll begin with the fundamentals, learning about objects and properties and why they’re essential to know before importing your data and creating your import file. From there, discover how to link Contacts and Companies effectively to build accurate, insightful associations. You’ll learn practical methods to: - Prevent duplicates - Create custom Properties to help track the source of your data - Create an import file - Import Contacts and Companies and troubleshoot common errors - Import multiple Objects at the same time - And, importantly understand how to use the data once imported to HubSpot By the end of this course, you’ll be able to: - Create an import template - Import data - Use the data in Lists - Create Saved Views to easily navigate to your data - And, edit the left sidebar to quickly view important data in individual Contacts & Companies - Understand how to prevent duplicates The course is ideal for new and experienced HubSpot users who regularly import data or as a one-off migration. It's suitable for all HubSpot subscriptions from Free to Enterprise, but if you would like to create a HubSpot account for free, please use the link below: http://hubspot.sjv.io/getstartedforfree

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Course content

Price

£34.99

Instructor

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