Streamline your data management process with the CSV Online File + Hatchbuck integration

A CSV file is a type of file used to store your contacts data from different sources, such as your email marketing software, CRM, etc. For example, by downloading a CSV file of your leads, you can upload these data on other tools in order to better manage your follow up and sales processes. CSVs contain information separated by commas, saved in a .csv format.

CSV files can be used with any spreadsheet program, such as Microsoft Excel, Open Office Calc, or Google Spreadsheets. However, with CSVs you can’t define or save cells, columns, or rows. Moreover, you can’t save formulas.

CSVs are also used for managing ecommerces for importing and exporting product, customer, and order information.

Hatchbuck is an all-in-one sales and marketing solution which includes a CRM system, a Marketing software and an Email Marketing system. Hatchbuck is a solution suited for various businesses, from marketing agencies to Real Estate. The CRM have some great features that help to better understand and monitor the business situation, getting real time insights about sales, deals, contacts and marketing campaigns performance.

With the Website tracking, you can monitor your contacts’ activities in real time and discovering who’s viewing a specific page of your website, in order to automatically activate a series of pre-configured actions, such as an email message and/or a quick follow-up.

Hatchbuck includes Marketing Automation tools, in order to improve your marketing performances saving a lot of time, and a lead scoring system that notify you (through an alert notification) when a contact is acting like as your buyer persona(s) typical behaviour(s). Hatchbuck’s Email Marketing system provides more than 400 professional email templates, an autoresponder feature and a drag and drop builder.