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Create a Contact in HubSpot

Use this process to create Buyers, Co-Buyers, Realtors, or combinations of these contact types in HubSpot.

1. Open the Create Contact Form

There are two ways to access the Contact Creation form in HubSpot.

Option A: Create a Contact from the Contacts Page

      • Navigate to the Contacts page.
      • Click Add Contacts.
      • Select Create New.

      Option B: Use the Global “+” Button

          • Click the “+” button located in the top black navigation bar, on the right.
          • Select Create Contact.


           

          2. Enter Contact Information

          Complete the required contact information, including:

          • Email Address
          • First Name
          • Last Name
          • I am registering/creating:

          Note: Additional fields may appear based on the contact type selected.

           

          3. Select the Contact Type

          The contact creation form can create multiple related contacts during a single submission. When creating a contact, you will be asked to select a contact type from the "I am registering/creating:" dropdown.

          Select the option that best matches the situation. HubSpot will display the appropriate fields based on your selection.

           

          Available options include:

          • Buyer Only
          • Co-Buyer
          • Realtor Only
          • Buyer and Co-Buyer
          • Buyer with Realtor
          • Buyer and Co-Buyer with Realtor

          Prevent Duplicate Contacts 

          HubSpot automatically checks for existing contacts using the email address entered.

          If a matching email address already exists:

          • HubSpot will display a warning message.
          • A link to the existing contact record will be provided.
          • Review the existing record before creating a new contact.

          Do not create duplicate contacts. If the contact already exists, update the existing record instead of creating a new one. 

          If you need to create a new sales opportunity for an existing contact, follow the instructions in: Create a New Sales Opportunity for an Existing Contact

           

          Sales Opportunity Question

          During contact creation, you may be asked:

          "Is this a Sales Opportunity?"

          • Select Yes if a sales opportunity should be created for the contact.
          • Select No if you are only creating contact records.

          For detailed instructions on creating sales opportunities, see Create a Sales Opportunity in HubSpot. 

          Completion 

          Once all required information has been entered, click Create to save the contact record(s).

          The new contact(s) will be available immediately in HubSpot and can be updated as additional information becomes available.