2. Import New Deals with Contact Association
Now that you have the CSV file ready, let's import this data into HubSpot.
- First setup a free Import2 Wizard account
- Use "Start New Import" button to initiate new HubSpot Import
- On the mappings step, map the amount, name and closed date fields to the corresponding fields in HubSpot. You can read more about other HubSpot fields mappings here
- To map the associated contact, you can use "contact email" from your CSV file, and in HubSpot pick the Associated Contact field. As a lookup field choose email
- Now login into your HubSpot account and check that deals and their contact links were created accurately
Or check the quick video below: