Can Yuou Import Lead Pages Template Into Active Campaign

Importing Data Into HubSpot

Welcome to HubSpot CRM! Whether yous were previously using another CRM, have been working in Excel for years, or take utilized sticky notes as your organisation of record, your next logical question is likely: "How volition I store my information moving forward, and how will I get it all into HubSpot?" The purpose of this folio is to review, at a high-level, how HubSpot's CRM is structured and to give you all the information you'll need to move your data into it.

Why Import into HubSpot?

1. 

   Quick and easy imports

   Getting your data into HubSpot is simple. Export all your records from your current system, and import them into HubSpot with a few clicks. No fancy data piece of work necessary. HubSpot deduplicates your records for y'all, so your database is clean and organized from the start. Plus, create custom properties every bit you get, so your information matches your company's setup.

2. 

   All your information in one place

   Import all your records in one go. Bring contacts, companies, deals, tickets, and more into HubSpot at once, and associate them together with uncomplicated column-mapping. No manual associations necessary.

3. 

   Get powerful insights, populated automatically

   HubSpot CRM automatically populates new contact, company, and deal records with details from its database of over 20 meg businesses. All you need is a prospect's corporate email address. You lot'll spend less time hunting down information about prospects and companies, and more time delighting your customers.

How to Import Your Information into HubSpot

In any CRM, data is stored on objects. An object is, quite only, a type of tape that stores a certain category of information. On a given object, data is housed in properties, which provide specific characteristics about their containing object. HubSpot CRM is centered around 4 standard objects: Contacts, Companies, Deals, and Tickets. Each holds a unlike type of data, and tin exist linked to the other three in a specific way. Before going whatever further, it's pivotal to accept a business firm grasp of these four standard objects.

Contacts

These are the individuals you are going to interact with. The ones you'll be calling and send emails to in order to start, keep, or maintain a business organization a relationship. A Contact record will store information like Beginning Proper noun, Last Name, E-mail, and Phone Number. It will likewise include a history of when and who last contacted them.

Each contact can only exist associated to i company, simply can be associated with multiple Deals and/or Tasks.

Companies

Companies are the businesses where your Contacts work. You lot may have more than than one contact that you appoint with who work at the same Visitor. A Company record will shop information like Proper name, Domain, Industry, and Phone Number. This is as well where you'll store data similar what city the business organization is located in, how many employees they take, and revenue information.

Companies tin can have multiple Contacts, Deals, and/or Tasks associated.

Deals

Deals are used to manage your sales process and track the acquirement associated with a potential sale. Deals will move through stages, starting at the beginning of the sales process and ending with a sale (Airtight Won) or not (Closed Lost). The Deal record will store the amount of the potential sale, when the sale is expected to close, and who is managing the sale.

Each Deal can only be associated with ane Visitor, but can be associated with multiple Contacts.

Tickets

Tickets are the service interactions y'all have with your customers. Tickets (like deals) volition motility through stages, from "created" to "closed." Tickets volition store information similar source, time to first agent reply, and time to close.

Tickets can exist asssociated with any Contact, Company, and/or Deal. They can be associated to only one object, or any combination.

Moving to a new CRM might seem intimidating --- there are a lot of moving parts, and the last thing you want is to lose any of your organisation's vital historical data. In moving to HubSpot CRM, there are a few like shooting fish in a barrel ways to go started, and nosotros're here to help at every step of the fashion.  Earlier importing data, withal, information technology's of import to ensure its cleanliness. Every bit you scrub your data, note the following:

• When y'all add Contacts to HubSpot CRM, the system will deduplicate by email address.
• When you lot add Companies to HubSpot, the arrangement will deduplicate past Company Domain Proper name.
• When you lot add together new Deals or Tickets, there is no deduplication.
• To make the import procedure as efficient every bit possible, define and create your custom properties in HubSpot CRM earlier yous begin.
• When you're gear up to import, start with a modest sample set of your data, to ensure that everything goes as planned. Once yous're satisfied, proceed with the rest of the process.

Migrating Information into HubSpot CRM

Once you've cleaned your data and prepared for the migration, there are several methods of bringing your existing records into HubSpot. The all-time option for your organization depends on the type of information you have and the internal resources available to you. Below, we've outlined the basics of the four approaches to migrating data.

Pros

• Help from HubSpot Support
• To the lowest degree technical route

Cons

No tasks or engagements (notes, calls, emails) can exist imported via CSV.

Pros

• Native integration
• Assistance from HubSpot Support
• Can import data to all objects

Cons

• All objects must be associated with a Salesforce Contact or Lead in order to sync
• All Contacts and Leads must have an email address in order to sync
• Requires HubSpot Marketing or HubSpot Sales Pro subscription

Third-Party Systems

Pros

• Additional platforms are available for import. Companies likeImport2andTrujay Groupingprovide data migration services from virtually every major CRM on the market.

Cons

• Cost associated
• Limited object support from sure platforms
• Cannot utilize HubSpot Back up

Pros

• Custom, personalized solution to fit your needs
• Technical assistance with more complex migrations / imports
• Can piece of work via phone and/or in person to ensure setup is completed

Pros

Can import information to all objects

Cons

• Requires internal development resources, not provided past HubSpot
• Back up is limited to Programmer forums
• Almost technical route

Can Yuou Import Lead Pages Template Into Active Campaign,

Source: https://www.hubspot.com/sales/crm-import

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