Export contacts and companies from Cognism directly into HubSpot from the Cognism Legacy Web App or Chrome Extension.
During export, Cognism checks whether matching records already exist in HubSpot. If a match is found, the existing record can be updated according to your configured update rules. If no match is found, a new record is created.
Before You Begin
Ensure that:
- A Cognism Admin has configured the HubSpot integration.
- Field mappings have been configured.
- You have connected your own HubSpot account.
- You have the required HubSpot permissions.
Export from Search
- Run a contact search.
- Select one or more contacts.
- Reveal the selected contacts.
- Click Export.
- Select HubSpot.
- Review the contact and company information.
- Click Export.
The selected contacts and associated companies are exported to HubSpot.
Export from a List
- Open Lists.
- Select a list.
- Select the contacts you want to export.
- Click Export.
- Choose HubSpot.
- Review the records.
- Click Export.
Export from a Contact Profile
- Open a contact profile.
- Reveal the contact.
- Click Export.
- Select HubSpot.
- Review the information.
- Click Export.
Export from the Chrome Extension
- Open the Cognism Chrome Extension.
- Reveal the contact.
- Click Export.
- Select HubSpot.
- Review the export.
- Click Export.
How Cognism Matches Existing Records
Before creating new records, Cognism checks whether the contact or company already exists in HubSpot.
Contact Matching
Contacts are matched using the following order:
- Cognism ID (if mapped)
- Email address
- First Name + Last Name + Company Name + Company City
- First Name + Last Name + Normalised Company Name + Company City
- First Name + Last Name + Company Name
- First Name + Last Name + Normalised Company Name
Company Matching
Companies are matched using:
- Cognism ID (if mapped)
- LinkedIn URL (if mapped)
- Company Domain
- Company Name + Company City
- Normalised Company Name + Company City
- Company Name
- Normalised Company Name
If a matching record is found, Cognism follows your configured update rules.
If no match is found, a new record is created.
Note: Cognism ID and LinkedIn matching are only used if those fields have been mapped during the HubSpot integration setup.
Update Existing Records
Whether existing records are updated depends on the update rules configured by your Cognism Admin.
Administrators can choose to:
- Update existing contacts and companies.
- Create new records without updating existing records.
For more information, see Configure HubSpot Field Mappings.
View Exported Records
After a successful export:
- Contacts are available in HubSpot Contacts.
- Companies are available in HubSpot Companies.
- Existing records are updated according to your configured update rules.