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Add a new contact in HubSpot

Add a new contact in HubSpot by entering essential information such as the first and last names, email address, and phone number, then save the details for future reference.

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·16 steps·43 views·Published

Add a new contact in HubSpot by entering essential information such as the first and last names, email address, and phone number, then save the details for future reference.

Step-by-step guide16 steps
  1. Click Contacts

    Navigate to the Contacts section to manage your contact information effectively.

    Click Contacts
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  2. Press -

  3. Click Add contacts

    To include a new contact, click the 'Add contacts' button.

    Click Add contacts
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  4. Click Create new

    Select 'Create new' to start adding a new contact.

    Click Create new
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  5. Click Enter the first name

    Fill in the contact's first name in the designated field.

    Click Enter the first name
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  6. Enter the email address

    Type the contact's email address here.

    Enter the email address
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  7. Click Enter the first name

    Add the first name of the contact here.

    Click Enter the first name
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  8. Enter the contact's first name

    Enter the first name in the provided field.

    Enter the contact's first name
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  9. Click Enter the last name

    Add the contact's last name here.

    Click Enter the last name
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  10. Enter the last name

    Type the last name in the designated field.

    Enter the last name
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  11. Click the Text Input Field

    Click in the text input field to enter the contact's last name.

    Click the Text Input Field
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  12. Enter the phone number

    Fill in the contact's phone number in the designated field.

    Enter the phone number
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  13. Click Apply

    Once you've edited the phone number, click 'Apply' to save your changes.

    Click Apply
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  14. Click here

    Now, click here to proceed with the workflow.

    Click here
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  15. Select Legitimate interest - Lead

    Choose 'Legitimate interest - Lead' as the legal basis for this contact in your workflow.

    Select Legitimate interest - Lead
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  16. Click Create

    Click Create to add the new contact with the provided details.

    Click Create
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