How to Import B2B Contacts Into Your CRM: Complete Guide

Purchasing a B2B contact database is just the first step. Getting that data properly imported into your CRM is where the real work begins. This guide covers importing contacts into popular CRMs like HubSpot, Salesforce, and Pipedrive.

Before You Import: Data Preparation

1. Clean your data: Remove duplicates and incomplete records
2. Map your fields: Match CSV columns to CRM properties
3. Segment first: Don't import everything at once
4. Verify emails: Run through NeverBounce or ZeroBounce
5. Add source tags: Mark contacts as 'HappierLeads Import'

Importing into HubSpot

1. Go to Contacts → Import
2. Select 'File from computer'
3. Upload your CSV file
4. Map columns to HubSpot properties
5. Create new properties if needed
6. Review and complete import

Pro tip: HubSpot has a 1M contact limit on free/starter plans. Plan accordingly.

Importing into Salesforce

1. Use Data Import Wizard for smaller imports
2. Use Data Loader for large imports (50K+)
3. Map fields carefully - Salesforce is strict
4. Set up duplicate rules first
5. Import in batches of 10K-50K

Importing into Pipedrive

1. Go to '...' menu → Import data
2. Select 'From a spreadsheet'
3. Upload and map columns
4. Set 'skip duplicates' option
5. Complete import

Common Import Mistakes to Avoid

• Importing everything: Start with your ICP only
• Skipping deduplication: Creates CRM chaos
• Wrong date formats: Use YYYY-MM-DD
• Missing required fields: Check CRM requirements first
• No backup: Always export existing data first

Post-Import Best Practices

• Create lists/segments for the imported data
• Set up lead scoring rules
• Assign to sales reps or queues
• Create automated workflows for nurturing
• Monitor bounce rates on first campaigns

Get CRM-Ready Data

Ready to fill your CRM with quality contacts? Buy our 175M Contact Database in CSV format - ready for import into any CRM system.