You can import your contacts from HubSpot as a list to CommPeak SMS platform (TextPeak) and create campaigns with them.
First, create a list with your contacts in your HubSpot CRM and then add it to TextPeak by uploading multiple lead records from integration.
Creating Contact Lists in HubSpot
In your HubSpot account, navigate to Contact > Lists.
Click Create list in the top right.
In the Create a list popup window, select Contact-based and enter the list name and description. Then click Next.
Set filters to define which contact you wish to export. In our case, we want to export contacts with New lead status.
Click Save list.
After a while, your new list will appear in Contacts > Lists.
Adding Contact Lists in TextPeak
In your TextPeak account, navigate to Contacts > Contact Lists.
Click Add List in the top right.
You will see a pop-up window. Select an option to import from application integration.
Enter the list name and an informative description. Then click Save & Next.
Select HubSpot in the Integration dropdown list.
Select a connection that you created in Integrations when installing the application. Then click Save & Next.
Select which contact data you would like to import from HubSpot. Start typing in the box to locate the needed field quickly.
In filters, select a contact list you previously created in HubSpot.
Click Save & Preview.
Map contact details with available contact fields as necessary.
Click Import Contacts.
View the list summary and click Continue.
The new list appears at the top and will take some time to process.
Refer to the following table for column descriptions in Contact Lists.
Column | Description |
List Name | Click the title to open a side panel which you can also load when clicking the information icon in Actions. It contains details about the list, parse status of contacts and campaigns where it has been used. |
Source | CSV or app integration |
Progress | The Progress column shows the contact import progress. The Ready status means that importing is complete. |
Contacts | The Contacts column shows the total number of contacts in the list. You can see how many of them are parsed or failed by clicking the information icon in Actions. |
Creation At | Date and time in UTC when the list was uploaded |
Actions | This column provides additional controls. |
Actions
You can view more information from the Actions column and delete or download contact lists.
Click the Actions column's information icon to view your contact list details. On the List Info tab, you can see how many contact details are added (parsed) or failed due to invalid or not mobile phone numbers.
If you want more information about the list and its usage in campaigns, go to the Campaigns Info tab.
To delete the list, click Delete in Actions.
To save the list as a CSV file, click Download in Actions. It will take some time to prepare downloadable files for large lists. They will appear in Tasks when ready. If you would like more information, please take a look at the Tasks article.