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UncoveredList

Import guide

Import UncoveredList leads into HubSpot

Export your leads in the HubSpot layout, then bring them in with HubSpot's own import tool. No add-on or integration needed.

Steps

  1. In UncoveredList, export with the format HubSpot (Companies).
  2. In HubSpot, start an import from a file for a single object and choose Companies.
  3. Upload the CSV. Our headers use HubSpot's default company property names (Name, Company Domain Name, Street Address, City, State/Region, Postal Code, Industry, Description, Lifecycle Stage, Lead Status), so most columns map automatically.
  4. Review the mapping and finish the import.

Source: HubSpot knowledge base: import records for a single object. Menus can change, so follow HubSpot's current help if a screen looks different.

Tips

  • HubSpot de-duplicates companies by Company Domain Name. Many new businesses have no website yet, so that column is often blank, and re-importing the same lead can create a duplicate. Filter by import date before re-importing.
  • If your portal's Industry or Lead Status uses a fixed list of values, map our Industry column to a text property or update the values first.

Columns in the HubSpot export

Name · Company Domain Name · Street Address · City · State/Region · Postal Code · Industry · Description · Lifecycle Stage · Lead Status

The Notes or description column carries the UncoveredList score, industry, likely coverage lines, any signals, the formation date and the state source link. Every export is business-level public records only. No owner or officer names, phone numbers, or email.

Which plans include it

The HubSpot export is on Pro, Agency, Platinum. Every plan, including Starter (from $89/mo for one territory), exports CSV (all fields), which you can map into HubSpot by hand. See pricing.

Want to see real leads first? Get up to 25 free leads for your county. Other guides: HawkSoft, EZLynx, AgencyZoom, Applied Epic, AMS360, Salesforce. All import guides.

HawkSoft, EZLynx, AgencyZoom, Applied Epic, AMS360, HubSpot and Salesforce are trademarks of their respective owners. UncoveredList isn't affiliated with, endorsed by or certified by any of them. These are CSV files you import with your system's own import tool, not a direct integration. UncoveredList is a software and data provider, not a licensed insurance agency, broker or producer.