- Save your call report to CSV
- Start a new call import with the chosen file
- Map the fields you wish to import into HubSpot
- Start the import!
The main thing to consider here is that if these are call details for existing HubSpot contacts, you need to have some unique identifier in your CSV file to find that contact record in HubSpot during the import. I’ve used “email” in my example below to illustrate this: