Below is a step-by-step guide to using the HubSpot integration, including how to push contacts and companies into HubSpot and how to check the status of your pushes.
Prerequisites
- You are on a Small Teams, Teams Pro or Enterprise plan with Firmable.
- The HubSpot integration is connected. See How to connect the HubSpot integration.
Learn more:
Still need to set up your HubSpot integration? See How to connect the HubSpot integration.
How to push new company records into HubSpot
- Begin by navigating to the Search page.
- Apply your desired filters to your search by choosing them on the left panel.
- Once you have chosen your desired filters, your search will be completed. You can see the number of records as a result of your search on the Companies button.
- To push those records to HubSpot, choose the records you want to import by ticking the box on the left.
- If you wish to select all records on the page, or all results, in one click, click on the box at the top and you will get a dropdown menu with the options Select this page, Select all results and Select range.
- Once you have selected the number of records you wish to import to HubSpot, click on Push to HubSpot. You can push up to 5,000 records at a time.
- You will get a pop-up message indicating the number of records you are about to push to HubSpot. Click the Push to HubSpot button to proceed.
- After that, your process of pushing the company records to HubSpot will be completed.
- To view the status and progress of your push, open the Download Centre.
How to push new contact records into HubSpot
The process of pushing new contact records into HubSpot follows a similar pattern to pushing company records.
- On the Search page, click on the People tab.
- As with company records, apply your filters on the left panel to narrow down your search.
- Once you've selected your desired filters, you'll see the number of records as a result of your search in the People button.
- To push contact records to HubSpot, select the contacts you wish to import by checking the boxes next to their names.
- Similar to the process for company records, you can choose to select all the records on one page or all the results in one click. Click on the box at the top to access the dropdown menu with these options.
- Once you've made your selection, click on the Push to HubSpot button.
- A pop-up message will display the number of records you're about to push to HubSpot. Click the Push to HubSpot button to proceed.
- Your process of pushing the contact records to HubSpot will now be complete.
- To view the status and progress of your push, open the Download Centre.
Learn more about how to connect your Firmable account to the HubSpot integration.
Learn more about how to connect the Firmable Enrichment HubSpot app.
Learn more about how to use the Firmable Enrichment HubSpot app.