There are three ways to add contacts to your Sales Hub. Use whichever fits how the contact came to you.
1. Add one contact by hand
Best for: someone you just met, took a call from, or got a referral for.
Open Contacts in your Sales Hub
Click the Contacts tab in the sales nav.
Click the + New contact button
Top right of the Contacts page.
Fill in what you know
Name and email are the main fields. Phone, mobile, job title, and company are all optional. The company picker lets you start typing to match an existing company in your Sales Hub, or create a new one on the fly.
Save
The contact lands in your list immediately. You can keep editing them on their detail page.
Already have someone with that email?
If a contact with that email already exists in your workspace, we'll bounce you to their existing record instead of creating a duplicate. Email is the unique key.
2. Upload a CSV
Best for: bringing in your address book, a contact list export from another tool, or a list someone gave you in a spreadsheet.
Click Import on the Contacts page
Next to the + New contact button, there's an Import link. It opens the CSV importer at <code>/sales/your-company/contacts/import</code>.
Drop your CSV file
We accept any CSV up to 50,000 rows. The first row should be column headers (Name, Email, Phone, Company, etc.).
Match the columns
We'll try to auto-match common header names (“Email”, “E-mail”, “Email Address” all map to email). For anything we couldn't guess, pick the matching field from the dropdown next to each column. Skip columns you don't want.
Preview and confirm
We show you the first few rows so you can sanity-check the mapping. Click Import and the file processes in the background.
Brand-new companies are created for you
When the company name on a row doesn't match anything in your Sales Hub yet, we'll create the company record for you. So one CSV upload can populate both contacts and companies in one go.
Duplicates are skipped
Any row whose email already exists in your workspace is silently skipped. The original contact is left untouched. So you can re-run the same import without making a mess.
3. Convert a CrewFinder inquiry to a contact + deal
Best for: an operator who messaged you through your public CrewFinder profile.
When a message comes in via the Get in Touch button on your listing, it lands in your Inquiries inbox. Each inquiry has a black Convert to Deal button next to Reply. Click it and we:
- Create a contact in your Sales Hub from the sender's name, email, and phone.
- Create a company if they entered one and you don't have it yet.
- Create a deal pre-filled with the inquiry as the first activity on the timeline.
- Drop you on the new deal so you can pick a stage and add a value.
See Managing your inquiries inbox for more on the inbox itself.
On the free plan: the 500 active contacts cap
Free workspaces can have up to 500 active contacts at any one time. A contact is “active” when something has happened on their record in the past 30 days. Contacts you haven't touched slide out of the count automatically. See Free Sales Hub vs Pro for the full explanation.
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Related articles
Adding companies to your Sales Hub
Add a customer company by hand or pull one in from the CrewFinder directory. Difference between Sales Hub companies and your public listing.
Creating a job you're chasing (a “deal”)
How to add a deal to your sales board, what to put in it, and what happens after you save.
Managing Your Inquiries Inbox
Read, reply to, and organise messages that operators send you through your CrewFinder profile.
Free Sales Hub vs Pro
What's free forever, what's locked, and what the 30-day Pro trial includes.