How do I Export Contacts to Hubspot from SalesIntel Database

Once you’ve logged into SalesIntel and selected the contacts you wish to export, follow the given steps:

1. After selecting the contacts, click on Bulk Actions on the top left and select ‘Export to HubSpot’ from the drop-down menu. You can opt to 'Export All Contacts'; whatever action you choose will be applicable to all the contacts you are exporting.

2. You’ll be asked to log in to your Hubspot account. (if not already logged in)

3. On the next screen you will need to choose the Hubspot settings. The following options will be available: (be sure to hit the 'Save' button before closing the window if any changes were made)

•  General Settings
  • Duplicate Resolution: For duplicate resolution you can choose between Always Skip, Always Update, Always Append (Blank fields only) & Prompt so that it will give you options to choose from when you export a duplicate
  • Prompt for Workflow/Contact Owner: If on, when exporting you will be asked if the record should go to a specific workflow and/or choose a contact owner.

• Contact Mapping
  • Decide which SalesIntel fields map to the fields in your Hubspot. 'Allow Overwrite' boxes when checked will allow SalesIntel to update the selected fields when exporting a duplicate record.

• Research on Demand
  • When 'Auto Export ROD' is turned on, any updated records returned to you from an RoD request will automatically be exported to your Hubspot. 
    • You can also choose how to handle duplicate records and/or a default workflow/contact owner.

4. When you opt ‘Prompt for Workflows’, you’ll get a list of available workflows to choose from. Select a workflow for your contacts and click ‘Next’, You can select multiple workflows from the list. This is optional.

5. When you opt ‘Prompt for Contact owner’, you’ll get a list of active Contact Owners to choose one from. Once selected, click ‘Next’. This is an optional.

6. If SalesIntel discovers any duplicate email addresses, you’ll get a duplicates pop-up.

• You can resolve duplicates by:
  • Updating all fields
  • Updating empty fields only
  • Skipping duplicates

9. Based on the options you selected, the export process will begin.

10. Once exported, a success message will pop up and you’re done. The contacts will be exported under the contacts section of Hubspot.

Note: We cannot customize the fields for First Name, Last Name, or Email address as we use these for unique identifiers.