HubSpot
Close Contacts5 fieldsHow to import HubSpot data into Close
Moving from HubSpot to Close? This template combines First Name and Last Name into Close's single name field, then maps email, phone, title, and company. Close models prospects as Leads with associated Contacts; this template creates the Contact records, and you associate them to Leads after import using Close's bulk-edit tools.
Field-by-field mapping
This is the complete column mapping from HubSpot to Close. The left column is the header in your CSV export. The right column is the Close field it should map to.
| HubSpot column | Close field | |
|---|---|---|
| First Name + Last Name | Name*name Close uses a single Name field on the Contact, so we combine the two HubSpot columns into one. TransformFirst Name and Last Name combined with a space | |
| Emailemail TransformLowercased and trimmed | ||
| Phone Number | Phonephone TransformStandardized to international format (+1, +44, etc.) | |
| Job Title | Titletitle | |
| Company Name | Companycompany |
Required by Close.
Columns we don't use
Your HubSpot export includes 8 columns this template doesn't map. Each one below explains why, plus the workaround if you want the data in Close.
- Website URL
Close contacts don't have a default website field. Websites are typically tracked on the Lead in Close's data model.
If you need it. Add a custom URL field on the Close Contact called Website, or update the Lead's website field after the Contacts are associated.
- Street Address, City, State/Region, Postal Code, Country/Region
Close contacts don't have a default address block. Addresses are typically captured on the Lead in Close's data model.
If you need it. Add custom address fields on the Close Lead, or update the matching Lead records' addresses after import.
- Lifecycle Stage, Lead Status
Close uses Lead Statuses on the Lead record, not the Contact. HubSpot's contact-level lifecycle data should move to the Lead in Close.
If you need it. After import, set the Lead Status on each associated Close Lead to match the HubSpot Lifecycle Stage. Close's bulk-edit tools handle this in batches.
Formatting and cleanup
HubSpot exports rarely match the format Close expects. Fix these before you import.
- 1.Combines First Name and Last Name into Close's single name field
- 2.Lowercases and trims email addresses
- 3.Standardizes phone numbers to international format (+1, +44, etc.)
- 4.Renames HubSpot columns to Close's lowercase API names (name, email, phone, title, company)
Or skip the manual work
Operelio runs this cleanup and mapping for you. Upload your HubSpot export and download a clean, import-ready file for Close.
HubSpot to Close FAQ
How do I export contacts from HubSpot?
In HubSpot, go to Contacts, click the Actions menu, choose Export, select 'All properties' and CSV format, then download. HubSpot will email you the file when it's ready.
Does this create Leads or Contacts in Close?
This template creates Contact records. Close models prospects as Leads with associated Contacts. After import, use Close's bulk-edit tools to associate the Contacts to Leads, typically one Lead per company with multiple Contacts.
Why do you combine First Name and Last Name?
Close Contacts use a single Name field, not separate first and last name fields. The template combines the two HubSpot columns with a space so each Contact record displays correctly.
What about HubSpot's Lifecycle Stage and Lead Status?
Close tracks status on the Lead, not the Contact. After import, set the matching Close Lead's status to align with each contact's HubSpot Lifecycle Stage using bulk-edit.
Will this create duplicate contacts in Close?
Close groups contacts under their Lead (company) record. Within a Lead, Close dedupes contacts on email; across different Leads the same email can appear twice. If a Lead with the same Company name already exists, new contacts attach to it, otherwise a new Lead is created. Spot-check or use Close's bulk-merge tools if you re-import the same export.
