C o n t a c t s
3
A r d m a c Q u i c k T i p G u i d e
Creating Contacts It is really important to have a good contact database – this will allow the team to easily record and retrieve information, keeping everyone updated. On HubSpot every contact has what is called a ‘record’ – this is where all information relating to that contact is stored, including the company, deals they are associated with, along with information in relation to recorded calls,
There are four main ways to create contacts on Hubspot:
If you are have a list of contacts these can be imported onto HubSpot as an Excel file
When a visitor to the website fills in and submits a HubSpot form, a contact record for their email address will be created in HubSpot automatically
A contact can be created manually or automatically through the conversations tool
When you track and log an email via the HubSpot add- on in Outlook.
To note: Although it is possible to add contacts to the CRM without an email address, it is not generally recommended because HubSpot uses the email address to de duplicate contacts and automatically associate contacts with companies – so doing all the hard work for you!
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