Create Company Hubspot

Creating and updating comprehensive company profiles in HubSpot is essential for maintaining effective lead tracking, customer insights, and targeted marketing strategies. The "Create Company HubSpot" action by Captain Data allows you to automatically populate your HubSpot account with company data—streamlining the creation of new company records without the need for a manual entry.

With this action, you can upload a CSV file containing a wide range of company details, such as company name, location, description, annual revenue, and number of employees, directly into HubSpot. You can also include additional properties like LinkedIn URLs, domain names, or total funding raised to ensure your data is both complete and actionable. By mapping values accurately to HubSpot’s field requirements, this action ensures that your data syncs seamlessly, reducing time and minimizing manual mapping errors.

With Captain Data's integration, businesses can further customize which fields are updated or set with a default value—such as assigning a hubspot_owner_id—to fit their unique needs. Additionally, the action allows manual mapping for those custom fields and properties essential to your lead generation and CRM processes.

Using the "Create Company HubSpot" action means your team can focus on engagement and relationship-building with enriched data, rather than repetitive data entry. With precise and automated field mapping, your company profiles stay up-to-date and your CRM stays optimized.

How does this action work?

This action makes it easy to create new company records in HubSpot by automating the data entry process. Follow these steps to set up and run the "Create Company HubSpot" action:

1. Create a Free Captain Data Account: Get started by signing up here.
2. Prepare Your Data: Gather the company information you want to import, such as company name, location, domain, LinkedIn URL, annual revenue, and other relevant fields, in a CSV format.
3. Set Up Mapping for HubSpot: Map each data field in your CSV to HubSpot’s properties. For example, map “company_name” to “name” and “linkedin_company_url” to “linkedin_company_url”. Ensure each field name follows HubSpot’s lower-case and underscore format (e.g., mapping_value).
4. Configure Default Values: If needed, set default values for specific fields like hubspot_owner_id to assign ownership automatically within HubSpot. This will keep your data organized and accessible for your team.
5. Map Metadata Fields: If importing data from other sources, activate manual mapping and use metadata keys to ensure each field aligns correctly with HubSpot’s properties. You can add fields like “meta.hubspot_company_id” to track specific IDs in HubSpot.
6. Launch or Schedule the Workflow: Decide if you want to run the action now or set it on a recurring schedule. Scheduling allows you to keep company data updated over time with minimal effort.

Once configured, the action will automatically create and populate company records in HubSpot, giving your team instant access to structured and enriched company data.

How to leverage this action’s output?

Leveraging the "Create Company HubSpot" action allows your business to enrich HubSpot with detailed, accurate, and actionable company profiles. This means your team has access to a wealth of company data that’s ready to be used across various departments—whether it’s for sales prospecting, targeted marketing campaigns, or customer success strategies.

One key advantage of this action is the ability to sync data from multiple sources, creating a comprehensive view of each company. By including fields such as total funding raised, annual revenue, and number of employees, you can segment companies based on their size, growth stage, or industry relevance. For instance, a company with high funding might be a prime candidate for an upsell, while smaller, emerging companies may benefit from tailored introductory offerings. This helps your team personalize engagement efforts and focus on companies that align with your business goals.

With accurate mapping to HubSpot’s fields, this action ensures that every detail—from contact information like phone numbers to URLs such as LinkedIn or company domains—is exactly where it needs to be in your CRM. This level of detail means your sales team can easily access information for outreach and follow-ups, saving time and making it easy to connect with decision-makers. For example, if your team notices a company has recently increased its workforce, that could indicate growth or expansion, making it a great time to reach out and offer your solutions.

Furthermore, this action simplifies the CRM update process by allowing you to set default values, such as hubspot_owner_id. This automatically assigns responsibility, reducing administrative workload and ensuring no leads fall through the cracks. This feature is particularly valuable for sales teams who rely on a streamlined approach to follow up on new accounts efficiently.

By automatically populating your HubSpot account with structured data, your marketing team can also segment audiences based on detailed criteria. For example, with mapped LinkedIn industry data, you can create campaigns targeting specific sectors, which is especially useful for industries not natively supported by HubSpot. This tailored approach allows for more relevant messaging, higher engagement rates, and ultimately, a more effective marketing strategy.

Ultimately, the "Create Company HubSpot" action equips your team with reliable and comprehensive company profiles, empowering them to act quickly and strategically. Whether you’re nurturing leads, tracking new opportunities, or planning campaigns, having this data at your fingertips can significantly boost your CRM efficiency and drive meaningful engagement.