HubSpot Member contact creation

This Gizmo Guide reviews the process of creating a HubSpot profile for a new or existing Member

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Difficulty Level: Nerd

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Estimated time to complete: 5 minutes

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Why This is Needed

  • To be able to create tickets, review old tickets and best assist out Members using HubSpot.

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Prerequisites

  • New Member
  • Existing Member without a profile

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Information to Gather (Questions)

  • Email
  • First name
  • Last Name
  • Member Type
  • Membership status
  • Mobile phone number
  • Street address
  • City
  • State/Region
  • Postal Code
  • Original Join Date
  • Phone number

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Tools Required

  • Hubspot
  • Computer
  • Internet connection

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Steps to take

  • Navigate to Hubspot.com
  • Log into hubspot using your @nnerd.com email though Google sign in.
  • On the top left of the screen select the "Contacts" drop down menu
  • Under the "Contact" drop down menu, select "Contacts"
  • On the top right, select "Create Contact"
  • In the Contact Creation menu add the following information acquired from the Member:
    • Email
    • First name
    • Last Name
    • Member Type
    • Membership status
    • Mobile phone number
    • Street address
    • City
    • State/Region
    • Postal Code
    • Original Join Date
    • Phone number
  • Press the "Create Contact" button at the bottom of the page to finalize contact creation.
  • Note: If another contact needs to be created immediately, click "Create another contact."

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Expected Outcomes

{This section should describe what the Member/Vendor/Nerd should achieve by following the steps correctly}

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