CRM

Stefb
Participant | Elite Partner
Participant | Elite Partner

Export Lists and Workflows criteria

Hi everyone,

I have a customer who created more than 100 lists an wfs in his account. 
We need now to understand if we have clones and how this lists and wfs were set up.

Is there a way not to export contacts but only lists criteria and were they are used?
For wfs, is possible to unterstand if some of them is cloned?

 

Thank you very much for your help. 🙂

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2 Replies 2
Josh
Recognized Expert | Platinum Partner
Recognized Expert | Platinum Partner

Export Lists and Workflows criteria

Hi @Stefb,

 

I am not aware of any exports that will accomplish what you're looking to do. If naming conventions are clear in the setup you could potentially get partially to your result, but it will not show you variables.

 

If naming conventions are inconsistent this will, unfortunately, be a manual task.

 

 I would start by manually populating a spreadsheet of the criteria and perform the duplicate analysis from there.

 

Josh




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Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer

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Stefb
Participant | Elite Partner
Participant | Elite Partner

Export Lists and Workflows criteria

Hi Josh,

thank you very much for your answer. I was worried about that.

 

I sincerely hope that we are wrong and that somenone can give me some workarounds 😄

Thank you again,

Stef

0 Upvotes