Before you begin:
Make sure that your HubSpot account is connected to Klenty (You can refer to this article if you need help with setting up the integration)
Ensure that you have at least one List created in HubSpot for the Contacts that you want to import to Klenty.
There are two ways of importing HubSpot Contacts into Klenty:
You can import prospects from the CRM Settings page
You can import them while adding prospects to your Cadence
To import contacts from the CRM Settings page:
Head to Settings > CRM Settings > Hubspot
Click on Import Prospects
3. You will now see all the Lists that you have created in HubSpot right here inside Klenty
4. Hover on the List name to find the Import button
5. After clicking on Import, add these prospects to a specific List in Klenty. You can either choose an existing list or create a new one
6. You can also dynamically assign your prospects to different lists by choosing the Select HubSpot field option. Similarly, you can tag your prospects as well
7. Using the 'Assign to' option,
You can choose the 'Contact owner' option so that the same owner in Hubspot will reflect in Klenty as the prospect owner
Or you can set the ownership of the prospects to any of your teammates in Klenty
8. Finally, click on Start Import on the top right. You'll see a Success message of the prospects imported.
Importing prospects while adding them to a Cadence
When adding prospects to a Cadence, you can choose the option Import from Hubspot directly. This will ensure that all the contacts imported from HubSpot are added to the cadence immediately.
Import options
After you've imported from Hubspot CRM, you can set the following import options for the filter view you've just imported.
Auto import:
When enabled, Klenty will automatically import new leads and contacts that match the filter view you've imported. The auto-import runs every 6 hours by default and you can also select the frequency for the auto-import as well.
Import Now: use this option to import any new leads/contacts from that filtered view. You can use this option when you don't have auto-import enabled, or when you need to immediately import prospects and cannot wait for the auto-import to run.