Adding tags to contactsSOLVE
Mar 30, 2021 9:32 AM
In our previous CRM we used tags, which we added to contacts (eg. joined certain webinar etc). In HubSpot we converted those tags into a new property which is Checkboxes (Select multiple options).
It worked well until we started to bulk add new categories to contacts. Doing this removes the previous tags.
Is there an alternative to keep adding tags to contacts, without removing the previous ones?
Solved! Go to Solution.
Mar 30, 2021 10:00 AM
Could you share which information you're updating? I'm asking because there are different ways to approach this.
For example, workflow allow to set a property value and append instead of replace it. This can be used to copy and append information from a form field property to a "backend" property.
There are also ways to update multiple checkboxes via import: https://knowledge.hubspot.com/crm-setup/import-data-to-checkbox-properties
Last but not least there is also an inofficial HubSpot companion product called HubTags.
Hope this helps!
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