What are Contacts and how to create a new contact

You can add individual contacts directly from the contacts index page or through various HubSpot tools.

Below are the steps to take when making a new contact:

1. Navigate to CRM > Contacts.

2. Click Create contact in the upper-right corner of the page.

3. Enter Contact Details.

• A panel will appear on the right where you can input the contact's properties.
• Fill in the contact's name and/or email address. Additional fields will appear based on the information you provide.
• To adjust the fields shown, click Edit this form at the top of the panel.

4. In the Associate contact with section, search for and link the contact to relevant records (e.g., companies or deals).

If needed, click Edit this form to customize the associations that appear.

5. If your account has data privacy settings enabled, choose the legal basis for processing the contact's data.

6. If your account uses marketing contacts, check the box for Set this contact as a marketing contact to mark them as such.

This can also be updated later if needed. 

7. Click Create contact to save.

To save and immediately create another contact, click Create and add another.

Additional Ways to Create Contacts in HubSpot:

• Import Contacts:
  If you’re transitioning from another CRM or have a spreadsheet with contact information, you can import your contacts directly into HubSpot.

• Using HubSpot Forms:
  When a visitor submits a HubSpot form, a contact record is automatically created for their email address.

• Conversations Tool:
  Contacts can be created manually or automatically through the conversations tool.

• Tracked Emails:
  Sending a tracked and logged email to a prospect will automatically generate a contact record in HubSpot.