Getting companies and contacts into HubSpot isn’t hard—keeping associations intact and duplicates out is the real game. This guide gives you a practical flow you can repeat any time, plus a light cleanup routine so Sales, Marketing, and CS can trust the data.
.png)
A short run that reliably delivers:
Good to have before you start: export/import rights in HubSpot, Excel/Google Sheets, and 20 minutes for a small test batch.
You’ll import companies first, capture their Record IDs, then bring in contacts that carry those IDs.
.png)
Grab your current truth:
Why: this gives you the IDs you’ll need to link contacts to existing accounts.
Open your contacts sheet and:
New accounts that don’t exist yet:
Pro tip: run a 50-row test first, confirm associations, then ship the full batch.
The goal is a trusted dataset—no ghost duplicates, no formatting weirdness.
adidas.de vs. adidas.ch)Note: without Operations Hub Professional, bulk fixes are limited—plan small rolling batches.
Align with the client first: what to merge, what to keep separate.
A few practices keep this whole process pleasantly boring. Stage the work in the same order every time: companies first, re-export for fresh IDs, then contacts. Treat Company Record ID as the primary association key—names and domains can change, IDs don’t. Normalize obvious format quirks up front (lowercase domains, consistent company naming) to avoid false duplicates. Document your column-to-property mapping and keep the exact files you used in each run; if you ever need to audit or roll back, you’ll be grateful. And always start with a small test import; those 50 rows will surface 90% of edge cases before they become thousand-row problems.
Yes. You need Record IDs to associate contacts cleanly.
You can, but Record ID is safer and future-proof.
Expect duplicates or enrich first—Email is the strongest de-dupe key.
Create a rulebook and reject duplicate suggestions that shouldn’t merge.
Not for importing, but it accelerates bulk duplicate/formatting fixes.
ABM pays off when your product is complex, the ACV is high, and the total number of winnable accounts is small. The mistake most teams make? Over-automating too soon and under-investing in data discipline and weekly rituals. This guide gives you the sweet spot: just enough structure to run a credible pilot in 90 days—using HubSpot as the backbone—without burying your team in tooling.
Great reporting isn’t a wall of charts. It’s a shared language the whole GTM team uses to decide what to do next week. In 2025, the winning teams use HubSpot to make performance visible, coachable, and forecastable—without turning reps into part-time data clerks. Below is a practical playbook that blends clear narrative with punchy checklists you can implement right away.
.png)
When your database runs into the millions, “just make everyone a Marketing Contact” becomes an expensive habit. The good news: HubSpot lets you store unlimited contacts in CRM while only paying for the subset you actually market to. Mastering this lever is the difference between tidy, predictable budgets and runaway license bills.
Below is a practical guide for Marketing Ops, RevOps, and CRM admins who need to balance reach, compliance, and cost—with clear definitions, pricing logic, enterprise best practices, and a rollout checklist you can use today.
Vermeide kostspielige Fehlentscheidungen und skaliere deinen Vertrieb in Monaten statt in Jahren (falls überhaupt).
