Integrations - Hubspot - Import

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1. Setting Up the HubSpot Integration

Before importing leads or contacts, you need to connect your HubSpot account to Bitscale. The process is quick and straightforward:

• Go to the HubSpot Integration Page in Bitscale.

• Click on Add Integration.

• Sign in to your HubSpot account via the same browser.

Tip: Ensure you’re logged into the correct HubSpot account to avoid linking the wrong data.

Once the integration is complete, you’re ready to start importing data.

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2. Importing Data into Bitscale

After connecting HubSpot, you can filter and import leads or contacts directly into Bitscale grids.

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Steps to Import Data

1. Navigate to the Create Grid section in Bitscale.

2. Choose the type of data to import:

   • Companies: For organization-specific details.

   • Contacts: For individual lead information.

3. Apply specific filters to refine your imports. For example:

   • Filter: Companies where the “About Us” field is empty.

4. Preview the results to verify the filter settings.

5. Import the filtered data into a New Grid or an Existing Grid.

Example: For this walkthrough, four dummy companies with empty “About Us” fields were filtered and imported into a grid for further enrichment.

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Why Import with Bitscale?

• Targeted Imports: Apply detailed filters to pull in only the data you need.

• Flexible Options: Import into new or existing grids to match your workflow.

• Seamless Integration: HubSpot IDs are automatically mapped for easy enrichment and export later.

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Next Steps

Now that your leads and contacts are in Bitscale, you can move to the enrichment phase, where powerful tools like Link Scraper can enhance your data. For detailed guidance on enriching and exporting this data back to HubSpot, refer to Part 2.