Import contacts from CSV

Import contacts from CSV in HubSpot — with the four heights of help laid out: do it now, make it easier for the next person to accept, work out the right move when you are stuck, and learn the pattern so it stops coming back.

4prompt heights
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The four heights

The same task, four distances: today's deadline, the next reviewer, the stuck moment, the pattern.

Execute — do the immediate task

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Import the attached CSV of 347 leads from the June tradeshow. Map CSV columns to contact fields:…
Import the attached CSV of 347 leads from the June tradeshow. Map CSV columns to contact fields: Full Name to Name, Email to Email, Phone to Phone, Company to Company, Job Title to Job Title, Lead Source set to Tradeshow-June, Owner default to Sofia Alvarez, and Tags add Tradeshow2026. Validate emails, skip rows with invalid emails, and produce a summary of imports and skipped rows once complete.

Improve — make it easier to accept

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Before I import 347 tradeshow leads, make the file import-ready: surface duplicate risks at the…
Before I import 347 tradeshow leads, make the file import-ready: surface duplicate risks at the top, show estimated updates vs. new records based on email, make lead source obvious so it won't be overwritten, and flag rows with missing emails or malformed phone numbers. Also highlight any contacts that would change owner from someone outside our sales team.

Decide — diagnose the stuck moment

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I started the tradeshow import and the preview shows 120 existing records will be updated. I…

The import report says 120 updates and 227 new contacts but I expected fewer updates

I started the tradeshow import and the preview shows 120 existing records will be updated. I expected most to be new leads. I'm concerned the update rule based on email will overwrite owners or notes on those existing records. I can't tell which fields will be updated or whether notes will be preserved. What's the likely reason so many are matching existing records, and what safe import settings should I choose to avoid losing critical owner or note history?

Become — change the pattern

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Bulk imports keep changing owners and wiping call notes because we use blanket update rules. That…

Each bulk import risks overwriting owner assignments and historical notes

Bulk imports keep changing owners and wiping call notes because we use blanket update rules. That forces manual rollbacks and corrodes trust with sales. Which import habit should I change so imports add missing data without overwriting ownership or activity, and what default import mapping would save us the most time across future events?

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Other CRM and marketing work people do in HubSpot.

Every task here came from the work, not from a feature list — which is why the prompts name what you want done and never the button that does it. The tool changes; the work does not.
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The rest of the map

Same library, five ways in.