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An example import result is shown below:

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Creating New deals from New contacts

When you first connect the import functionality in your Pipeline, you will also have an additional automation that will be created. This new automation will create a new deal based on the contact’s information that you mapped to it.

The idea is to allow admins to automatically create deals from the new contacts that are being imported, in order t avoid a lot of manual steps.

Here is the automation in more details

Event: When a contact is created

Action: Then convert contact into sales

You will then be asked to map the fields from the Deals to the fields from the Contact that you recently imported.

Do note that you do not need to map a new deal to a contact as this is done automatically by Sales CRM

Image Added

Complementing the automation

Do note that you can also add additional automation steps to the Contact → Deal automation in order to make it more powerful. Some examples can be:

  • Automatically assign the deal to someone

  • Automatically have the deals be part of a specific funnel

  • Automatically have the deals have a specific stage

  • Automatically have the contacts be added to the Mailchimp list

Others/FAQ:

What happens when I re-upload the same list/contacts/accounts to Sales CRM?

If you re-import existing contacts or accounts in Sales CRM, the CRM will automatically merge the new fields to the existing subject. In other words, no duplicates will be created.