Create a contact in HubSpot | Scribe

    Create a contact in HubSpot

    • |
    • 10 steps |
    • 54 seconds
    1
    Click on "Contacts" in the navigational menu
    Click on "Contacts" in the navigational menu
    2
    Click on "Contacts" again in the navigational dropdown
    Click on "Contacts" again in the navigational dropdown
    3
    On the right side of the screen click the "Create contact" button
    On the right side of the screen click the "Create contact" button
    4
    Enter the contact's email address
    Enter the contact's email address
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    HubSpot uses the Email property to prevent duplicate contact records from being deleted. Please enter an email for each contact, future you thanks you!
    5
    Next, enter their first name
    Enter their first name
    6
    Followed by their last name
    Followed by their last name
    7
    If you know it, enter their Job title and phone number
    If you know it, enter their Job title and phone number
    8
    Update Lifecycle stage and lead status if necessary
    Update Lifecycle stage and lead status if necessary
    9
    Click "Create"
    Click "Create"
    10
    HubSpot will open the new record for your contact
    HubSpot will open the new record for your contact