Import Contacts from HubSpot to Active Campaign: A Step-by-Step Guide

How to Import Contacts from HubSpot to Active Campaign

Importing contacts from HubSpot to Active Campaign involves several steps, including preparing your import files in HubSpot, choosing the right method for the transfer, and finally importing the contacts into Active Campaign. This guide will walk you through each step of the process to ensure a smooth transition of your contacts between these platforms.

Automate your workflows by downloading the Bardeen app and streamline the transfer of contacts from HubSpot to Active Campaign.

Preparing Your HubSpot Export File

Before you can import your contacts into Active Campaign, you need to export them from HubSpot. To do this, log into your HubSpot account and navigate to your contacts or customers section. From there, you can select the contacts you wish to export and download them as a CSV file. Ensure that your export file includes essential information like email addresses, as these are crucial for the import process in Active Campaign.

Choosing the Right Transfer Method

There are multiple ways to transfer your contacts from HubSpot to Active Campaign:

• Manual Import: You can manually import the CSV file exported from HubSpot into Active Campaign.
• Using Zapier: Zapier offers a direct integration between HubSpot and Active Campaign, allowing you to automate the transfer of contacts.
• Active Campaign's Migration Service: Active Campaign provides a free migration service that can assist in transferring contacts and other data from HubSpot.

Importing Contacts into Active Campaign

To import contacts into Active Campaign from a CSV file:

1. Click "Contacts" in the Active Campaign dashboard.
2. Click the "Import" button, then "Import from File".
3. Navigate to and select your CSV file.
4. Map the columns in your CSV file to fields in Active Campaign. You can create new custom fields if necessary.
5. Choose whether to add contacts to a list, apply tags, and select import options such as importing contacts as active or excluded.
6. Review the advanced options, such as whether to trigger automations upon import.
7. Click "Import Now" to complete the process.

Remember to review your import results in Active Campaign to ensure all contacts were imported successfully and to make any necessary adjustments.

Best Practices for a Successful Import

Here are some tips to ensure a smooth import process:

• Ensure your CSV file is correctly formatted, with all email addresses accurately listed.
• Consider breaking up large import files into smaller ones to avoid long import times.
• Use tags or lists to organize your contacts effectively in Active Campaign.
• Check for any import errors and address them promptly.

Explore HubSpot integrations like syncing with Salesforce, enriching multi-channel outreach with LinkedIn, and getting instant alerts by syncing HubSpot with Slack.

By following these steps and best practices, you can efficiently transfer your contacts from HubSpot to Active Campaign, maintaining the integrity of your data and ensuring your marketing campaigns continue without interruption.

While importing contacts from HubSpot to Active Campaign can be a manual task, Bardeen offers automation solutions that can streamline this process and enhance your workflow efficiency. Automating contact management tasks can save time, reduce errors, and ensure that your marketing and sales teams have access to the most up-to-date information. Here are some automation examples that can help you manage your contacts more effectively between HubSpot and other platforms:

1. Copy all HubSpot contacts to Coda: This playbook automates the process of transferring all your HubSpot contacts to a Coda table, making it simpler to manage contacts across platforms.
2. Copy all HubSpot contacts to Airtable: Similar to the Coda automation, this playbook enables you to effortlessly sync your HubSpot contacts with an Airtable base, streamlining contact management and accessibility.
3. Sync LinkedIn Messages to HubSpot Contact: This unique automation captures LinkedIn messages and saves them directly to a HubSpot contact, enhancing your CRM with valuable conversation data.

By leveraging these automations, you can ensure that your contact data is always synchronized and accessible across your most important platforms. Get started by downloading the Bardeen app.