How you can create Contacts manually in HubSpot

You can add anyone as a contact in your HubSpot account who interacts with your business.  For example, visitors that convert on a form, a visitor who contacted your team through chat, or a potential customer that you or your team met during an event.

A good contact database will allow your team to easily record and retrieve information on them, keeping everyone updated.

There are different ways to create contacts in HubSpot:

  • Importing a list of customers into the CRM.
  • When a visitor fills in and submits a HubSpot form, a contact record will be created in HubSpot automatically.
  • You can create a contact manually or automatically through the conversations tool.
  • When a HubSpot user sends a tracked and logged email to a prospect, a contact is created automatically.

Create Contacts manually

 

If a prospect interacts with your business other than the above-mentioned way, you can also create contacts manually:

  • Go to Contacts > Contacts in your HubSpot account.
  • Click Create contact in the upper right.
  • Enter the properties of the contact in the right panel.
  • Once you've filled in the contact's name and email, additional fields will appear. 
  • Click Create contact.
  • If you want to create another contact after this one, click Create and add another instead.