Build a customer contact list in HubSpot CRM
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Who is this for?
This guide is for Small Business Owners, Sales Representatives, and Marketers who need a centralized system to manage customer relationships.
Step-by-Step Guide
Key Terms Defined (Dictionary)
| Term | Definition |
|---|---|
| Object | The type of record in the database (e.g., Contacts, Companies, Deals, Tickets). |
| Property | A specific data field within an object (e.g., "First Name", "Email"). |
| Active List | A dynamic list that automatically adds/removes contacts based on filters. |
| Static List | A snapshot list of contacts at a specific moment in time; does not update automatically. |
| Association | The link between two records (e.g., connecting "Jane Doe" the Contact to "Acme Corp" the Company). |
Common Pitfalls & Troubleshooting
- Import Errors: If your import fails, check that your CSV has a header row. Also, verify that email addresses are valid (no spaces, correct format).
- Duplicate Contacts: HubSpot automatically dedupes based on Email Address. If you upload a contact that already exists (same email), it updates the existing record rather than creating a duplicate.
- "Unassigned" Contacts: Make sure to assign a "Contact Owner" if you have a team, otherwise, contacts may get lost in the shuffle.
Why Users Choose HubSpot
Users consistently rank HubSpot highly for its generous free plan, ease of use, and educational resources (HubSpot Academy).
Get started with Trinity
Trinity is a conversational expert who works alongside you, following your screen and guiding you through each step. It's like having someone who really knows HubSpot CRM sitting right next to you.
What happens when you click "Start with Trinity"
- 1Connect your microphoneGive permission for Trinity to access your microphone so you can ask questions and get Trinity's help as you go.
- 2Share your screenShare the screen you are working on so Trinity can see what you're doing and provide guidance.