To import Contacts along with their data from HubSpot to Klenty, you'll first need to map HubSpot fields (properties) with Klenty.
By default, Klenty automatically maps a few standard fields such as name, email address, company, and phone number of the Contact in HubSpot.
Then, there are a few additional fields for which you can toggle the button on to import them.
If you've created any Custom Properties for your Contacts in HubSpot, you can import that data to Klenty by creating corresponding fields and mapping them.
To create a Custom Field in Klenty:
- Head to Settings > Prospects > Custom Fields.
- Click on Create New Custom Field > Save.
Once you've created a Custom Field:
- Navigate to Settings > CRM > Field Mappings
- Map the Custom Fields (Properties) of HubSpot to corresponding Klenty fields from the drop-down menu.