Populating Your CRM
There are three main ways to input contacts to your CRM:
- Importing a spreadsheet
- Manually on a desktop or mobile app
- Business cards scanner on mobile
Importing Existing Contacts
If you’re already using a CRM and are looking to switch, you can export your contact list from that system and then re-import into HubSpot. Equally, if your contact records are currently in a spreadsheet, you can adapt it to fit the import fields so HubSpot can match them up easily.
Here is the template you can use to get your columns labelled ‘in the right way’… HubSpot Sample Imports – Contacts.
Note: Make sure you save it as a .csv file.
Although you are presented with many different options, we recommend that you only import you contacts – companies will be generated automatically from those.
You can create a contact from the main ‘Contacts’ page if you’re on the desktop or straight from the homescreen if you’re on mobile.
…there’s actually nothing more to explain that one they’ve made it so easy!
Business Card Scanning
One of our favourite features of the mobile app is the built in business card scanner. There’s no need to install any additional apps or software or enable any extra features – it’s right there where you go the ‘+’ button to add a contact.
- Make sure the business card is completely flat and you aren’t taking the photo from an angle
- Place on a plain surface so no other detail is detectable
- Wait until the lens focuses itself and the image is clear
- Ensure the business card is well lit with no shadows
Once you’ve taken the scan you can adjust the area of the screen to select the text that should be read (we suggest enlarging this window to fit the whole screen). You’ll then be shown the text that’s been read and the suggested fields HubSpot would like to put them in. If it’s made any mistakes or there is some illegible fonts you can always amend this before saving.