Match incoming contacts and companies against your HubSpot portal
1
Connect & upload
Upload the contacts CSV to match against HubSpot
Click to upload or drag your CSV here
Required columns: First name, Last name, Agency/Employer, Email, State
· Optional: Formatted Name, Salesforce Account Id
Column mapping
2
Company & contact review
Review ambiguous company and contact matches before importing
3
Matching results
Review matches and download the enriched CSV
Total
—
Exact matches
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Fuzzy matches
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Needs review
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Net new
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Output table
#
Email
State
Company name
Contact ID
Company ID
Match
Flag
Review ID
Review match
Incoming
→
4
Import
Set import properties, preview, then send to HubSpot
Complete matching in Step 3 to unlock import.
⚠️
Confirm import to HubSpot
You are about to make permanent changes to your HubSpot portal. Please read carefully before proceeding.
What this action will do:
Create and update company records in HubSpot (name, domain, phone, owner, number of locations, street address, city, state, zip)
Create and update contact records in HubSpot (name, phone, email, job title, lead source)
Set ownership on new companies and on companies receiving a lead
Set primary and secondary lead source on new contacts, existing contacts where these fields are currently blank, and new leads
Create lead records and associate them to companies and contacts
Create follow-up call tasks assigned to the selected owners and added to the selected task queue
Create a static HubSpot list containing all contacts from this import
This action cannot be easily undone. Records created or updated in HubSpot will require manual correction if mistakes are made. Confirm you have reviewed the import preview and all selections are correct before proceeding.