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How to Create a Contact in HubSpot

Jayakumar Muthusamy
|
January 12, 2025
How to Create a Contact in HubSpot

Contents

Creating a contact in HubSpot is a straightforward process that can enhance your customer relationship management. You can manually add a contact by navigating to the CRM section and filling out a simple form. This streamlined method is perfect for businesses looking to keep track of new prospects and leads.

In this article, you'll learn how to create a contact from different places within HubSpot, including the CRM and conversations inbox.

Whether you're importing contacts from a file or adding them individually, the steps are clear and easy to follow. By the end, you'll have a solid understanding of how to manage your contact records effectively.

You won't want to miss the tips for maximizing the features of HubSpot for better organization and tracking of your contacts. Transform your CRM experience and ensure you capture every potential customer with confidence.

Step-by-Step Tutorial on How to Create a Contact in HubSpot

1. Begin by selecting the CRM option to proceed.

1 Click here.

2. Next, navigate to the Contacts section.

2 Following that, click on "Contacts".

3. Now, choose 'Create contact' to add a new entry.

3 Then, click on "Create contact".

4. Enter the Email ID, name, and other details in the provided field.

4 Once that's done, click here.

5. Finally, confirm by clicking 'Create' to save the contact.

5 Click on "Create".

Conclusion

Creating a contact in HubSpot is a straightforward process. You can do it manually or automatically, depending on your needs. By following these steps, you can efficiently manage your contacts and ensure your outreach is effective. This will help you build better relationships and improve communication with your audience.

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Frequently asked Questions

How do you import a list of contacts into HubSpot from another service?

To import a list of contacts into HubSpot, go to your Contacts section and select "Import." You can choose to upload a CSV file or connect to another service through integration. Follow the prompts to map fields correctly before the import is complete.

How does HubSpot deduplicate contacts?

HubSpot uses the email address as the primary identifier to deduplicate contacts. If a contact is created with an existing email, the system updates the existing record.

Is it possible to associate a new contact with a company in HubSpot?

Yes, you can associate a contact with a company by editing the contact record and selecting the associated company under the 'Associations' section.

Can you categorize contacts as marketing contacts in HubSpot?

Yes, you can categorize contacts as marketing contacts in HubSpot. This allows you to target specific contacts for marketing campaigns. You must define which contacts should fall under this category within your account settings.

Can I customize the properties displayed when creating a new contact?

Yes, you can customize the properties that appear by navigating to your account settings and adjusting the form fields in the 'Object Settings' section.

Jayakumar Muthusamy
How to Create a Contact in HubSpot
Jayakumar is the Co-Founder and Head of Revenue Operations at TripleDart, where he leads the development of scalable marketing engines and Marketing & Sales Operations for B2B businesses. Jayakumar is dedicated to helping B2B companies with demand generation and streamlining their sales processes to enhance sales closure rates.

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