{"id":102021,"date":"2022-12-16T15:36:44","date_gmt":"2022-12-16T20:36:44","guid":{"rendered":"https:\/\/www.inmotionhosting.com\/support\/?p=102021"},"modified":"2022-12-20T16:26:04","modified_gmt":"2022-12-20T21:26:04","slug":"add-contacts","status":"publish","type":"post","link":"https:\/\/www.inmotionhosting.com\/support\/edu\/hubspot\/add-contacts\/","title":{"rendered":"How to Add Contacts in HubSpot"},"content":{"rendered":"<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"538\" src=\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/add-contacts-hubspot-1-1024x538.jpg\" alt=\"How to Add Contacts in HubSpot - header image\" class=\"wp-image-102145\" srcset=\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/add-contacts-hubspot-1-1024x538.jpg 1024w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/add-contacts-hubspot-1-300x158.jpg 300w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/add-contacts-hubspot-1-768x403.jpg 768w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/add-contacts-hubspot-1.jpg 1200w\" sizes=\"auto, (min-width: 1360px) 876px, (min-width: 960px) calc(61.58vw + 51px), calc(100vw - 80px)\" \/><\/figure>\n\n\n\n<p>Using the Contacts in HubSpot lets you record the activity between you and a client or potential client.\u00a0\u00a0<\/p>\n\n\n\n<p>This information helps you make better decisions and track your interactions with a company or an individual.\u00a0 Better relations and understanding will help to keep your business moving forward.<\/p>\n\n\n\n<p>This tutorial will show you how to use HubSpot to record a contact.\u00a0<br><\/p>\n\n\n\n<p class=\"alert alert-info\">NOTE:\u00a0 HubSpot considers <strong>Contacts<\/strong> as more than the company or person you interact with.\u00a0 HubSpot also classifies contacts as deals, invoices, marketing events, and tickets. This tutorial primarily focuses on Contacts and Company contacts.<br><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"#adding\">Adding a Contact<\/a><\/li>\n\n\n\n<li><a href=\"#company\">Company Contacts<\/a><\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"adding\">Adding a Contact<\/h2>\n\n\n\n<p>A contact is added by filling out a form with the contact information or through an import process.\u00a0<\/p>\n\n\n\n<p>Imports will require that you have an existing list in an importable file.\u00a0 HubSpot provides a wizard that walks you through the import process. You can also find more information in their <a href=\"https:\/\/app.hubspot.com\/academy\/23344417\/lessons\/192\/1876\" target=\"_blank\" rel=\"noreferrer noopener\">import guide<\/a>.<\/p>\n\n\n\n<p class=\"alert alert-warning\">You must be <a href=\"https:\/\/www.inmotionhosting.com\/support\/amp\/how-to-get-great-technical-support\/\">logged into the WordPress Administrator<\/a> Dashboard to follow the steps to creating a contact.<\/p>\n\n\n\n<ol class=\"article_list wp-block-list\">\n<li>Click on <strong>HubSpot<\/strong>.<\/li>\n\n\n\n<li>Click on <strong>Contacts. <\/strong>You will see a list of the existing contacts, if any are already saved.<br><br><img loading=\"lazy\" decoding=\"async\" width=\"1000\" height=\"776\" class=\"wp-image-102023\" style=\"width: 1000px;\" src=\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/contacts-page-main.jpg\" alt=\"Contacts page main\" srcset=\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/contacts-page-main.jpg 1155w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/contacts-page-main-300x233.jpg 300w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/contacts-page-main-1024x794.jpg 1024w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/contacts-page-main-768x596.jpg 768w\" sizes=\"auto, (min-width: 1360px) 876px, (min-width: 960px) calc(61.58vw + 51px), calc(100vw - 80px)\" \/><br><\/li>\n\n\n\n<li>In the top right corner, click on <strong>Create contact<\/strong>.<\/li>\n\n\n\n<li>Fill in the contact <strong>Email<\/strong>, <strong>First name<\/strong>, and <strong>Last name<\/strong>. After you type this in, the other fields will become active.\u00a0<br><br><img loading=\"lazy\" decoding=\"async\" width=\"1000\" height=\"609\" class=\"wp-image-101851\" style=\"width: 1000px;\" src=\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/create-contact-1.jpg\" alt=\"Create Contact form\" srcset=\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/create-contact-1.jpg 1495w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/create-contact-1-300x183.jpg 300w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/create-contact-1-1024x624.jpg 1024w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/create-contact-1-768x468.jpg 768w\" sizes=\"auto, (min-width: 1360px) 876px, (min-width: 960px) calc(61.58vw + 51px), calc(100vw - 80px)\" \/><br><\/li>\n\n\n\n<li>Click on the drop-down arrow to select a <strong>Contact owner<\/strong>.<\/li>\n\n\n\n<li>Type in a <strong>Job title<\/strong>.<\/li>\n\n\n\n<li>Add a <strong>Phone number.<\/strong><\/li>\n\n\n\n<li>Select a <strong>Lifecycle stage<\/strong>. You can select from the following in the drop-down menu:\u00a0 Lead (default), Subscriber, Marketing Qualified Lead, Sales Qualified Lead, Opportunity, Customer, Evangelist, or Other.<\/li>\n\n\n\n<li>The next field is <strong>Lead status<\/strong>. Select from New, Open, In progress, Open deal, Unqualified, Attempted to contact, Connected, or Bad Timing.<\/li>\n\n\n\n<li>Click <strong>Create<\/strong> or <strong>Create and add another<\/strong> to save your entries.<\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"company\">Company Contacts<\/h2>\n\n\n\n<p>You can also track companies with HubSpot.\u00a0 Recorded company contacts have the same options for logging interactions as personal contacts. The main difference is that you are recording the contact as the company instead of an individual of a company.\u00a0\u00a0<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"395\" src=\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/companies-contact-1024x395.jpg\" alt=\"Company contact page\" class=\"wp-image-101853\" srcset=\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/companies-contact-1024x395.jpg 1024w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/companies-contact-300x116.jpg 300w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/companies-contact-768x296.jpg 768w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/companies-contact.jpg 1324w\" sizes=\"auto, (min-width: 1360px) 876px, (min-width: 960px) calc(61.58vw + 51px), calc(100vw - 80px)\" \/><\/figure>\n\n\n\n<p>When selecting <strong>Companies<\/strong>, the companies page will open up.\u00a0 If you have any companies already registered, they will appear on a list on the Companies page.<\/p>\n\n\n\n<ol class=\"article_list wp-block-list\">\n<li>In the main menu, click on <strong>HubSpot<\/strong>.<\/li>\n\n\n\n<li>Click on <strong>Contacts<\/strong>.<\/li>\n\n\n\n<li>Click on <strong>Contacts<\/strong> in the top left corner to open the drop-down menu.<\/li>\n\n\n\n<li>Scroll up to find <strong>Companies<\/strong> and then select it.<br><br><img loading=\"lazy\" decoding=\"async\" width=\"1000\" height=\"422\" class=\"wp-image-101854\" style=\"width: 1000px;\" src=\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/select-companies-1.jpg\" alt=\"How to get to the company contacts\" srcset=\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/select-companies-1.jpg 1485w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/select-companies-1-300x127.jpg 300w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/select-companies-1-1024x432.jpg 1024w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/select-companies-1-768x324.jpg 768w\" sizes=\"auto, (min-width: 1360px) 876px, (min-width: 960px) calc(61.58vw + 51px), calc(100vw - 80px)\" \/><br><\/li>\n\n\n\n<li>To add a new company, click on <strong>Create company<\/strong> button in the top right.<br><br><img loading=\"lazy\" decoding=\"async\" width=\"1000\" height=\"254\" class=\"wp-image-101855\" style=\"width: 1000px;\" src=\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/companies-page.jpg\" alt=\"Create company contact\" srcset=\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/companies-page.jpg 1464w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/companies-page-300x76.jpg 300w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/companies-page-1024x260.jpg 1024w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/companies-page-768x195.jpg 768w\" sizes=\"auto, (min-width: 1360px) 876px, (min-width: 960px) calc(61.58vw + 51px), calc(100vw - 80px)\" \/><br><\/li>\n\n\n\n<li>Type in the <strong>Company name<\/strong>.\u00a0<\/li>\n\n\n\n<li>Fill in the <strong>Company domain name<\/strong>.<\/li>\n\n\n\n<li>Select a <strong>Company owner<\/strong>.<\/li>\n\n\n\n<li>Fill out additional information on the Company, such as <strong>industry<\/strong> type, <strong>City<\/strong>, <strong>State\/Region<\/strong>, <strong>number of employees<\/strong>, <strong>Annual revenue<\/strong>, and a brief <strong>description<\/strong> of the company.<\/li>\n\n\n\n<li>Click on <strong>Create<\/strong> or <strong>Create and add another<\/strong> to save your entries.<\/li>\n<\/ol>\n\n\n\n<p class=\"alert alert-danger\">NOTE:\u00a0 Some parts of the Contacts interface may be grayed out, have a lock icon next to it, or are inaccessible.\u00a0 These sections indicate that an <a href=\"https:\/\/www.hubspot.com\/pricing\/marketing?term=annual&amp;products=marketing-hub-starter_1\">upgrade to the HubSpot account<\/a> is required to access those features.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\">\n\n\n\n<p>HubSpot allows you to record your individual or company contacts.\u00a0 Use the contact information for your marketing efforts and use the interface to help record any interaction with the contact.\u00a0 This will help you track deals and important contact information that can improve your business revenue and customer base.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Using the Contacts in HubSpot lets you record the activity between you and a client or potential client.\u00a0\u00a0 This information helps you make better decisions and track your interactions with a company or an individual.&nbsp; Better relations and understanding will help to keep your business moving forward. This tutorial will show you how to use<a class=\"moretag\" href=\"https:\/\/www.inmotionhosting.com\/support\/edu\/hubspot\/add-contacts\/\"> Read More ><\/a><\/p>\n","protected":false},"author":7,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[4553],"tags":[],"class_list":["post-102021","post","type-post","status-publish","format-standard","hentry","category-hubspot"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.1.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>How to Add Contacts in HubSpot<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.inmotionhosting.com\/support\/edu\/hubspot\/add-contacts\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Add Contacts in HubSpot\" \/>\n<meta property=\"og:description\" content=\"Using the Contacts in HubSpot lets you record the activity between you and a client or potential client.\u00a0\u00a0 This information helps you make better decisions and track your interactions with a company or an individual.&nbsp; Better relations and understanding will help to keep your business moving forward. 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