Two HubSpot users walk through a faster way to import sales activities into the platform. They show the import flow step by step and share shortcuts that cut down the time it takes to get your data in.
Hey friends, you can now import sales.
Activities, which is very exciting and several cluey HubSpot users have beat me to the punch posting on LinkedIn here.
But I'm gonna give you a pro.
Tip about importing that I'm gonna bet none of you know.
Check this out. So here I am about to start.
An import, right? I'm gonna start an.
Import and you.
Know this import flow where you have to click up here and then click way down here and click up here and click.
But look, I just clicked right here.
And do you know what happens when I hit enter? That's what happens.
And look how fast I can go, Whoa, zoom. I'm a faster importer than you, so that's sort of a secret.
It only existed importing. There's nowhere else. Enter is any sort of hotkey as far as I know.
But that will save you some clicks and dragging around as you try to get to the ability to import sales activities. So if you're.
You have to do the multiple objects import and then if you select for example, contacts.
You could say, yeah, we're pulling in emails and meetings and notes and calls and tasks and whatever else. Calls and tasks.
It'S worth noting, can be imported with a one object import, but these others have to be in a multi object import.
Anyway, there are your importing tips and tricks for the day. Check it out, let me know what you think.
Let me know if you have any questions.
