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Import into your CRM

Step-by-step guides for bringing your Swops contacts into HubSpot, Salesforce, Pipedrive and other CRMs.

Swops exports a clean CSV file. Every CRM in these guides can import one. These guides show the exact route in each, which Swops columns go where, and how to keep the priority and notes you collected at the stand.

10 articles

Three colleagues look at a laptop together at a meeting table
  1. Prepare your Swops export for a CRMWhich file to export, which Swops column goes where, and the few quick fixes that make any CRM import go smoothly.
  2. Import your Swops contacts into HubSpotBring a Swops collection into HubSpot as contacts, with the priority, your notes and the AI analysis in properties of their own.
  3. Import your Swops contacts into SalesforceUse Salesforce's Data Import Wizard to bring a Swops collection in as leads, or as contacts with their accounts.
  4. Import your Swops contacts into PipedriveBring a Swops collection into Pipedrive as people linked to their organisations, with phone labels, notes and priority in place.
  5. Import your Swops contacts into Zoho CRMBring a Swops collection into Zoho CRM as leads, tagged with the event, with new fields for priority and LinkedIn created on the way.
  6. Import your Swops contacts into Microsoft Dynamics 365Bring a Swops collection into Dynamics 365 Sales as leads with the import wizard, with the collection as the topic and the priority as the rating.
  7. Import your Swops contacts into monday CRMBring a Swops collection onto your monday CRM Leads or Contacts board, in a group named after the event, without creating duplicates.
  8. Import your Swops contacts into FreshsalesBring a Swops collection into Freshsales as contacts with their accounts, tagged with the event, with LinkedIn and phone numbers in the right fields.
  9. Import your Swops contacts into Bitrix24Bring a Swops collection into Bitrix24 CRM as contacts, with the right field delimiter, linked companies and duplicate control.
  10. Import your Swops contacts into Google Contacts or OutlookNo CRM? Put the people you met into the address book behind your phone and email: rename a few column headers, then import.

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