How to Export Contacts from HubSpot (2026 Guide)
Export contacts from HubSpot to CSV or Excel. Covers all properties vs. current view, segment filters, Activities exports, and per-account limits.
Contacts
9 posts
How to Import Contacts into HubSpot (2026 Guide)
Import contacts into HubSpot from a CSV. Covers file prep, property mapping, deduplication by email, multi-object imports, and common errors.
How to Import Contacts Into Salesforce (2026 Guide)
Import contacts into Salesforce with the Data Import Wizard (up to 50k records) or Data Loader for larger sets. Covers CSV prep and field mapping.
How to Merge Contacts in HubSpot (2026 Guide)
Merge duplicate contacts in HubSpot using the duplicates tool or AI duplicate detection. Covers picking the primary record and what data merges.
How to Import Contacts into Outlook (2026 Guide)
Step-by-step instructions for importing contacts into Outlook — CSV files, vCard imports, Gmail migration, and troubleshooting field mapping issues.
• 4 min
How to Manage Your Contacts and Groups in Carly
Add contacts, save relationships, and create groups in Carly so scheduling with your regular people is instant. Step-by-step guide with examples.
• 5 min
How to Set Up Carly as Your Lightweight CRM
Track contacts, add custom fields, and set up Skills to automatically update information. Here's how to use Carly as a simple CRM.
How to Export Contacts From Any CRM (CSV & Excel)
Step-by-step instructions for exporting your contacts as CSV or Excel files from Salesforce, HubSpot, Zoho, Pipedrive, Attio, Monday.com, Freshsales, Oracle, Copper, and Close.
Why We Built a CRM Into Carly
Carly now has a built-in CRM — AI-powered, works alongside your existing tools, and keeps your contacts updated without the busywork. Here's why we built it.