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Learn how to use the Firmable HubSpot Integration for importing new contact and company records into HubSpot
Below is a step-by-step guide detailing the process of how to use the HubSpot Integration including the process of pushing contacts and companies into HubSpot, and how to view the records you have pushed to HubSpot.
Still need to set up your HubSpot Integration? See How to connect Firmable with 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 the records on one page or all the results just on one click, click on the box on the top and you will get a drop down menu with the two options.
- Once you have selected the number of records you wish to import to HubSpot, click on Push to HubSpot.
- 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.
How to push new contact records into HubSpot
The process of pushing new contact records into HubSpot follows a similar pattern to enriching company records.
- On the Search page, click on the People tab.
- Just like with company records, apply your desired 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 with just 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.
View your records
After pushing your data to HubSpot, follow these steps to view the records:
- Go to your HubSpot account and navigate to Settings from the top menu.
- Click on Import & Export.
- Click Go to import.
- The next screen will show the record of all the data imported from Firmable to HubSpot.
We hope this guide helps streamline the process of pushing contacts and companies to HubSpot, enabling you to make the most out of your contact and company records.
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.