HubSpot companieswithout the spreadsheet.
Collect company information with a simple form and download a clean CSV ready for your HubSpot import workflow.
HubSpot Companies
Try the template with up to 3 companies
What You'll Collect
Company Domain Name
StringOrganization or business name for company records.
Company Name
StringOrganization or business name for company records.
Phone Number
PhoneAny common layout, like (555) 123-4567, +44 20 7946 0958 or with ext. 89. Letters and numbers with fewer than 7 or more than 15 digits are flagged.
Website URL
URLA web address, checked before download. https:// is optional.
Industry
StringFree text, exported as the “industry” column.
Company Type
EnumOrganization or business name for company records.
Number of Employees
NumberA number of at least 0, with no decimals.
Annual Revenue
NumberPrice or financial amount for transaction records.
Is Publicly Traded
BooleanBoolean value indicating the status of this field.
Street Address
StringPhysical address for shipping, billing, or location tracking.
City
StringFree text, exported as the “city” column.
State/Region
StringFree text, exported as the “state” column.
Postal Code
StringKept as text, so leading zeros and long numbers stay exactly as entered.
Country/Region
StringFree text, exported as the “country” column.
Description
StringDetailed description or notes about this record.
Need more than three companies?
Collect up to a thousand rows instead.
The free template is limited to three rows so you can try the workflow. Create your own Import Builder form when you need to collect larger datasets.
Create your own formUp to 1,000 rows
Collect larger datasets without passing spreadsheets around.
Custom fields
Create the exact columns your workflow requires.
Validation
Help people provide complete and consistent data.
Reusable forms
Use the same form whenever you need another CSV.
How it works
From company details to CSV in three steps.
01
Collect
Give someone a simple form to enter the company information you need.
02
Complete
Keep company information structured and make it easier to avoid missing data.
03
Download
Download the completed CSV with HubSpot-compatible column headers.
Why use a form?
Getting company data is often harder than importing it.
Sending someone a spreadsheet template sounds simple until columns get renamed, required information is missed, or everyone formats their data differently.
A structured form gives people a clearer way to provide the information you need.
Missing information
Required fields are easier to communicate.
Inconsistent values
Give people structured fields instead of blank cells.
Spreadsheet back-and-forth
Collect the information directly through a form.
HubSpot Companies CSV template
A simple way to collect HubSpot company information
Use this template to collect company details such as company name, domain, phone number, website, industry, number of employees and address.
Instead of sending someone a spreadsheet and asking them to fill it in, give them a simple form and download the resulting CSV when they're finished.
The downloaded CSV uses HubSpot-compatible column headers so you can use it in your normal HubSpot import workflow.
If you need different fields or more than three rows, you can create your own Import Builder form and configure it for your workflow.
How-To Guides
Related Templates
More for sales teams: sales and CRM templates, moving contacts between CRMs and HubSpot CSV import errors.
Need a CSV form of your own?
Create a custom Import Builder form with your own fields, validation and row limits.
Get started