topic Re: How can you change fields and permissions for a custom imported list of contacts? in Tips, Tricks & Best Practices

How can you change fields and permissions for a custom imported list of contacts?

EBowen1 — Tue, 11 Mar 2025 12:48:14 GMT

Hi,

I'm having trouble creating a process for a particular issue I'm having. My company has two CRMs, as one generates important information for our industry. Just moving to hubspot isn't possible.

When a contact wants to change their marketing permission, this is updated in the other CRM. I am trying to design an easy process, where a bulk list of clients can be sent to a workflow and their contact details are updated.

The part I have trouble with, is ensuring that the lists of the clients whose details need changing is sent to the workflow. Can you help?

Re: How can you change fields and permissions for a custom imported list of contacts?

karstenkoehler — Tue, 11 Mar 2025 12:50:10 GMT

Hi @EBowen1,

In a contact-based workflow, you can specify enrollment based on a list membership: https://knowledge.hubspot.com/workflows/create-workflows

Create contact-based workflow
Click into enrollment criteria box
Select 'When filter criteria is met'
Select list membership
Find and specify list

If that's not what you meant, please provide more context. Let me know if you have any follow-up questions!

Best regards

Re: How can you change fields and permissions for a custom imported list of contacts?

EBowen1 — Tue, 11 Mar 2025 12:59:58 GMT

Hi Karsten, yes I'm happy with that part of the process. My query is how to get the custom list of contacts I have correctly uploaded to hubspot so that these fields and marketing permissions are correctly updated.

Should I re-import the clients? I can't seem to import clients to an existing list. Will I have to change the list the workflow uses every month?

Re: How can you change fields and permissions for a custom imported list of contacts?

karstenkoehler — Tue, 11 Mar 2025 13:03:32 GMT

@EBowen1 which "fields and marketing permissions" exactly are you referring to?

"I can't seem to import clients to an existing list." – here's how you can add contacts to existing lists: https://knowledge.hubspot.com/lists/add-or-remove-contacts-from-a-list

In an active list, you can add new imports via import membership, list membership. In a static list, you can bulk add contacts, as explained in the article above.

Re: How can you change fields and permissions for a custom imported list of contacts?

EBowen1 — Tue, 11 Mar 2025 14:22:52 GMT

When importing clients, how do I add them to an existing list?

Re: How can you change fields and permissions for a custom imported list of contacts?

karstenkoehler — Tue, 11 Mar 2025 14:23:29 GMT

@EBowen1 you cannot do so as part of the import process, you would do so after importing, see my previous reply.

Re: How can you change fields and permissions for a custom imported list of contacts?

EBowen1 — Tue, 11 Mar 2025 14:25:34 GMT

Not quite, I want to BULK add or remove clients from a static list.

Re: How can you change fields and permissions for a custom imported list of contacts?

karstenkoehler — Tue, 11 Mar 2025 14:26:39 GMT

@EBowen1 this is explained here: https://knowledge.hubspot.com/lists/add-or-remove-contacts-from-a-list#add-records-to-a-static-list-from-an-index-page

If your target list is not static, let me know.