why already 4 years. there is no function about it…
Let’s say I put this note field in the form, then a person fills it for the first time, and there is a note he fills again for the second time, then will the first note be overwritten before that.
@RZhang brings up a 2nd point that is also a big flaw of Hubspot - the note card that sits in contact’s newsfeeds is completely unlinked from any notes field in the contact properties, so those notes cannot be reported on, cannot be shown as previews from other objects, cannot be exported, basically cannot be treated like a field in any way. The note cards also create separate instances each time you take a note, and these cannot be linked or appended together.
This causes misalignment between sales and marketing, because marketing often creates a notes property on contact objects that appears in the left-hand sidebar on contacts in order to view and report on notes from anywhere, but the UI prompts sales to leave notes in the unusable note cards that appear in contact newsfeeds, where information gets lost and buried underneath reems of contact activity that happens after those notes.
Hubspot’s notes set-up leads to a loss of context and data for go to market teams, diminshed collaboration, and increased organizational friction between marketing and sales.
This is a huge issue for our use cases and creates so much manual work on our end that it’s debilitating.
adding a big ol’ +1 to this!! this is also entirely unrelated to the import tool also - not satisfied that the most recent reply to this actually understands the issue in this thread.
for our use case; we’d love to be have something like this in order to work reliably with the profitwell integration.
for some of our bigger customers; they could have several teams / departments with individual accounts and stripe subscriptions - all of which map to *unique contacts* in hubspot that are associated to the *same company*. we’d love to be able to:
1) roll up the MRR for multiple contacts associated to a single company, to get an overall figure. currently, we have a workflow that copies the value from the contact to the associated company, and the profitwell fields are simply overwritten to match the most recently altered subscription.
2) list the plan types associated with the customer, rather than them being overwritten, such that we can use “where Plans (Profitwell) contains <plan_name>” with confidence.
in it’s current state, we’re working under the knowledge that hubspot will also be fluctuating around the truth, rather than being able to provide it reliably
This feature is desperately needed. Especially in the case of form fill outs and keeping a history of what was logged in properties in the past. I find this is an issue across the hubspot platform as well (for example, the recurring revenue analytics tools update the revenue value for monthly recurring revenue even for past dates once you update the amount). It basically erases the old data which is sometimes vital for historical account knowledge and reporting in some cases.
agreed!
The values of the multiples checkboxes gets overwritten by the new values of any subsequent forms submission. We need the ability to append values globally on any properties!
We found a workaround to this…
2 new fields:-
- ‘field’
- ‘field history’
On form submission ‘field’ is updated
Workflow triggered on changes to ‘field’, ie. When ‘field’ is Known
Trigger webhook to append ‘field’ to ‘field history’ prepended with a comma
So that ‘field history’ lists all changes to ‘field’ separated by a comma
Yes I think the Append, especially for Multi Select checkboxes is a major hole in the CRM functionality. I know there are ways to do it with workflows but this function should be in Lists when bulk editing and in Forms.
This functionality exists in Marketo and there are many true business use cases that require this functionality. It allows for data to into one field multiple times instead of having to create a new task in Salesforce.
Agreed! Will this be revisited as Hubspot is bringing on larger clients?
@Sami_Sharaf Have you considered how posting information like this hurts Marketing Operations professionals? Many of us have invented this exact solution before you, without guidance from our managers or colleagues; some even solved this in the first 1-2 years of our professional careers. A potentially stressful experience. But now, you have given away the information for free. Giving away monetizable trade secrets has a cost to professionals who have earned this solution.
@Sami_Sharaf that is a great workaround that I have implemented with a few clients. Though definitely think it is time HubSpot made Appending a universal feature across the tools. Anyways appreciate you sharing though. @MoreLeadsPlz that is what this community is all about, a simple workaround is not a trade secret and should hardly be considered an invention. My clients dont hire me because I hide solutions from them, my clients hire me because i help them find solutions and am there to help solve all their future problems. There is no shortage of problems clients need our help with.
We have only just discovered that the importing functionality has been not working the way we thought, with regards to properties that are multiple select drop down.
When importing data, if you are importing records which have a value that is a multiple select drop down property, during the import process, when you are asked if you want to overwrite the value, and you specify no to overwrite values, it not import the value at all (i.e. it does not import and append the value). Per this HubSpot knowledge base documentation, selecting the Don’t override existing value checkbox ensures the import will not update that property for any records that have the value. Any new records or existing records with no value for that property will be updated
To add or append values to a multiple checkboxes property in an import, there are two workaround options:
(1) add a semicolon before the first value, and then, between each additional value (;value 2;value 3; value 4) in your import file. These value options must be created in your property prior to the import (KB)
or
(2) Import the data without importing the property in question, then filter the contacts you are hoping to add this property value to in your portal by using the import id, and bulk edit their property value (Contacts > Contacts > all filters > select the checkbox next to name > select all records > edit)
To do either of these workarounds each time we import, where we have with several fields of this type is going to be time consuming! Ideally, we just want to import and append values, without overwriting the existing values
Would be a great addition.
Wondering why you can’t chose the Don’t Overwrite option when you are importing a file that includes the record ID. We need an option to NOT update certain fields if a value already exists - even when mapping the record ID
That option wasn’t available when this thread was first created 5 years ago. The choosing not to update function is still pretty weak in my opinion. You should at least be able to say update if field is blank. And to not update if field is known. Still have to use InSycle to achieve that.
Do I start a new thread on this topic?
+1
This is a huge need. Amazing that after 5 years the ability to do this still hasn’t been considered. Need a way for a form submission property to be filled in if blank or don’t update if field is known. Would require too many workflows for all of the different properties used on various forms.