Klarity seamlessly links with your HubSpot account. Why hassle with downloading a list and then uploading it to your CRM. Save yourself some time by making the process more efficient. By following these few simple steps, you will be able to import Contacts directly into HubSpot.
1. Click on the User Menu>Integrations.
2. Click on the HubSpot toggle button to enable the integration.
3. Next, you will see a configuration screen for Tray.io. You will be able to select an existing Tray.io account or add a new one. To add a new account, click on "New authentication".
4. This will prompt you to enter your name for authentication purposes. After adding your name, click the "Create" button.
5. A HubSpot Login window will appear prompting you to enter your HubSpot credentials to log into your account.
6. After Logging in, the HubSpot platform will ask the user to choose a HubSpot account to connect with Tray.io, then click on “Choose Account”.
7. Next, click the "Finish" button to grant permission for the connection to be formed.
Field Mapping
Next, you will need to map company and contact fields from the export to your HubSpot account.
Choose the mapping type you would like to configure.
Make sure your HubSpot account is listed and click 'Next' to proceed.
Enter an optional Campaign ID. This can be used to tag all of your exports with a certain value. If you choose to add a Campaign ID, you will need to map the ID to a specific field in HubSpot. Click 'Next' to proceed.
Please note: You should check the 'Convert US 2- letter State Value to Full Name State' box if your HubSpot account stores the full name of the State. By default, all exports have the State name abbreviated.
Map the Company fields then click the "Next" button.
Map the Contact fields, then click the "Finish" button.
You are now connected and able to export records directly to HubSpot using the configured workflows by following these simple steps below:
Review the details of your export and confirm you would like to download the selected records by clicking 'Export records'.
The next time you log into your HubSpot account, you will see all of the contacts you have downloaded. Please be advised, this process will not add duplicate records to HubSpot if a contact in your database already exists based on the email address in Klarity. To avoid being charged for records you already own, we encourage you to use the Suppression List feature.
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