Hubspot import advice
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Description
Experience Level: Entry
I’m looking for a hubspot expert to recommend which hubspot default fields I should complete in my contacts and company data spreadsheet before importing them. We have the basics like name and email, but want guidance on which other hubspot fields we should leverage eg. lead Stuart’s, lifecycle stage.
We’d also like guidance on fields we’ve setup in our spreadsheet and whether they coincide with existing hubspot fields.
In the future we may need help setting up workflows and other ways to optimise the hub spot platform.
We’d also like guidance on fields we’ve setup in our spreadsheet and whether they coincide with existing hubspot fields.
In the future we may need help setting up workflows and other ways to optimise the hub spot platform.
Imogen W.
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