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Creating Contacts, Companies & Deals

Guide on contacts, companies and deals 

1. Creating a Contact

Contacts represent individual people you interact with (prospects, customers, partners, etc.).

Steps:

  1. Go to your HubSpot account.

  2. In the top navigation bar, click Contacts → Contacts.

  3. Click the “Create contact” button (top right).

  4. Fill in the contact details:

    • First name & Last name

    • Email (important for tracking communication)

    • Phone number, job title, lifecycle stage, etc.

  5. Click Create contact to save.

👉 Tip: If you email someone who isn’t already in your CRM (with your email connected), HubSpot can automatically create a new contact for you.

2. Creating a Company

Companies represent the organizations that your contacts are associated with.

Steps:

  1. Go to Contacts → Companies.

  2. Click “Create company” (top right).

  3. Fill in details such as:

    • Company name

    • Domain (website URL) – HubSpot will often pull in extra info automatically.

    • Industry, phone number, address, company size, etc.

  4. Click Create company to save.

👉 Tip: HubSpot can automatically associate contacts with companies if their email domain matches the company’s domain (e.g., @company.com).

3. Creating a Deal

Deals represent sales opportunities in your pipeline.

Steps:

  1. Go to Sales → Deals.

  2. Click “Create deal” (top right).

  3. Fill in deal information:

    • Deal name (e.g., “ACME – Website Redesign Project”).

    • Pipeline (choose the sales pipeline the deal belongs to).

    • Deal stage (e.g., Appointment scheduled, Proposal sent, Closed won/lost).

    • Associated records – connect the deal to the related contact(s) and company.

    • Deal amount, close date, deal owner, etc.

  4. Click Create deal.

👉 Tip: Always associate your deals with the right contacts and companies so you can see the full history of emails, calls, and notes in one place.

4. Best Practices

  • Always create a Contact first, then link it to a Company, and finally create a Deal.

  • Use Lifecycle Stages (e.g., Lead, Marketing Qualified Lead, Customer) to keep track of progress.

  • Keep your CRM clean by updating records after each call, meeting, or email.