How to create a new contact in HubSpot

Learn how to add a new contact in HubSpot and explore their CRM record — from the Contacts list to viewing deals, companies, and activity in one place.

Steps

1. Review overview and related contact panels — In the contact detail view, review the Overview section along with panels for Key information, Companies, Deals, Tickets, and activity tabs to understand the contact’s full CRM context.
2. Open an individual contact from list — From the Contacts list page, select a specific contact to open its CRM record and switch into the detailed contact view for that person.
3. Click Add contacts on contacts toolbar — On the Contacts list view, click the Add contacts control near the top right to open the Create Contact side panel and start a new record.
4. Scan contacts table and available actions — On the Contacts page, review the contacts table and note the available actions such as Add contacts, Import, and Export before creating or updating records.
5. Navigate to contacts list from dashboard — Move from the home dashboard to the Contacts list view to begin managing contact records and preparing to add new contacts.
6. Review meetings and pipelines on dashboard — On the HubSpot home dashboard, review the greeting, today’s meetings card with Connect your calendar, and suggested sales pipeline cards before proceeding.

How to create a new contact in HubSpot