Import

Import (HubSpot export or CSV)

Expected columns

Contacts: email, first name, last name, title/job role, phone
Company: company/company name, company domain / website
Deal (optional): deal name, amount, deal stage / pipeline stage
Attribution: lead source (conference / partner / referral / web / chatbot / outbound), owner / owner email

Dedupe: contacts by email, companies by domain (falls back to name). Stage and source maps to CMS values automatically; unknown sources stay null.