How to create a new contact in Hubspot | Scribe

    How to create a new contact in Hubspot

    • HubSpot Admin |
    • 14 steps |
    • 2 minutes

      Create a new contact from the contact index page

      1
      Click "Contacts ", then click "Contacts"
      Click "Contacts ", then click "Contacts"
      2
      Click "Create contact"
      3
      Enter the new contact information and click "Save"
      Enter the new contact information and click "Save"
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      Reminder: It is required to fill out the "Stakeholder Type" property when you're creating a contact.

      Create a new contact from a company record

      4
      Go to the company record that you want to add the new contact to.
      5
      Click "+ Add"
      6
      Click "Create new"
      7
      Enter the contact information you're asked for
      8
      Click "Create"

      Add a deal to a contact

      9
      In this example, the new contact is not associated with an existing deal. Click "+ Add"
      10
      Click "Add existing"
      11
      Select the deal
      12
      Click "Next"
      13
      Click "Save"

      Populate essential contact properties

      14
      Verify that all important contact properties on the new contact have information