HubSpot CRM tutorial for beginners 2026 | Import, Export, and Organize Contacts
📊 In this HubSpot CRM tutorial for beginners, we guide you through the basic contact management processes—including how to import, export, filter, organize, and update contacts. You'll also learn how to set up HubSpot forms and connect your Gmail to HubSpot.
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🎯 In this video, you’ll learn:
How to import contacts into HubSpot from a spreadsheet
Create contacts manually or via Gmail/Outlook
HubSpot forms for lead capture
Contact segmentation with filters
Setting up tasks, notes, and follow-ups
Exporting contact lists correctly
Assigning contact owners and tracking emails
Contacts import template: https://docs.google.com/spreadsheets/...
📖 Read our full blog tutorial to learn how to identify and Merge Duplicate Contacts: https://bit.ly/42v34L7
Timestamps:
00:00 - Why Clean HubSpot Data Matters
00:45 - What You'll Learn in This Tutorial
01:13 - How to Manually Create a Contact in HubSpot
02:25 - Create Contacts via Gmail or Outlook Integration
04:10 - Set Up the HubSpot Gmail Extension
05:45 - Bulk Importing Contacts into HubSpot
07:59 - Avoiding Duplicates & Data Mapping Tips
08:57 - HubSpot Forms for Automatic Contact Capture
14:45 - Exporting Contacts from HubSpot
16:53 - Searching & Filtering Contacts in the CRM
17:46 - Editing Contact Info in HubSpot
18:30 - Assigning Contact Owners
19:06 - Logging Notes & Activities
19:56 - Sending Emails from Contact Records
20:04 - Creating Follow-up Tasks in HubSpot
20:43 - Recap & Pro Tips
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