Incorporating a new contact into HubSpot is a fundamental operation for businesses leveraging this robust marketing and sales tool. Regardless if you’re registering a new prospect, refreshing details for current contacts, or importing an array of contacts from a different origin, the procedure is simple and user-friendly.
Step 1: Log in to HubSpot
The first step in adding a contact to HubSpot is to log in to your account. Once you are logged in, you will be taken to the main dashboard where you can access all of the features and tools available in HubSpot.
Step 2: Navigate to the Contacts Section
To add a contact in HubSpot, you need to navigate to the Contacts section. This can be done by clicking on the “Contacts” tab located in the top navigation bar of the dashboard.
Step 3: Create a New Contact
Once you are in the Contacts section, you will see a list of all the contacts that have been added to your HubSpot account. To add a new contact, click on the “Create” button located in the top right corner of the screen.
Step 4: Enter Contact Information
The next step is to enter the contact information for the new contact. HubSpot allows you to add a variety of information about your contacts, including their name, email address, phone number, company name, and more. You can also add custom fields to capture additional information that is specific to your business.
Step 5: Save the Contact
Once you have entered all of the necessary information for the new contact, click on the “Save” button located in the top right corner of the screen. HubSpot will then save the contact and add it to your list of contacts.
Step 6: Edit or Update Existing Contacts
If you need to edit or update an existing contact, simply click on the contact’s name in the list of contacts. This will take you to their profile page where you can make any necessary changes.
Step 7: Import a List of Contacts
If you have a large number of contacts that you need to add to HubSpot, you can import them from another source. To do this, click on the “Import” button located in the top right corner of the screen and follow the instructions provided.
Conclusion
Adding a contact in HubSpot is a simple process that can be done in just a few steps. By following these steps, you can easily add new contacts, update existing contacts, or import a list of contacts from another source. With HubSpot’s powerful marketing and sales tools, you can then use this information to nurture leads, close deals, and grow your business.
