How to bulk import a task

This article specifically explains how to bulk import the weekly marketing activity task to HubSpot for the Sales team

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1. Open up the Weekly Marketing Activity Task Import spreadsheet.

2. Update the first row with all activity for the week using HTML and anything else you would like to communicate to the Sales Team. 

3. Copy the row and populate downwards.

4. Download the spreadsheet to your computer.

 

5. Go to HubSpot Tasks.

6. Click on "Import" button.

 

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7. Select "Start an Import"

 

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8. Select "Contacts"

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9. Select "Tasks"

10. Click on Next

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11. Ensure Single file is selected

12. Click Choose a file to upload the file

13. Ensure "update existing Contact only 

14. Ensure "create new Tasks only"

15. Select Next

 

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16. Select checkbox to agree to the terms

17. Click on Finish Import button