CRM

KKirby
Teilnehmer/-in

Global Property Update

lösung

I can see a need to be able to update properties globally either partially or fully. For instance when a company changes their email domain being able to update all contacts with the new email domain through HubSpot. 

0 Upvotes
1 Akzeptierte Lösung
Mike_Eastwood
Lösung
Autorität | Gold Partner
Autorität | Gold Partner

Global Property Update

lösung

Hi @KKirby 

 

You could create a Workflow to set specific values in a Contact or Company.

 

Using your example, your workflow's enrollment criteria would be "Contact's domain is old-domain.com" then change domain to new-domain.com

 

You could also export the data and reimport it using the Contact ID or Company ID.

 

Have fun

Mike

Lösung in ursprünglichem Beitrag anzeigen

2 Antworten
KKirby
Teilnehmer/-in

Global Property Update

lösung

Thanks Mike, I was having trouble with the workflow keeping the first part of the email and only changing the domain. I'll keep trying.

0 Upvotes
Mike_Eastwood
Lösung
Autorität | Gold Partner
Autorität | Gold Partner

Global Property Update

lösung

Hi @KKirby 

 

You could create a Workflow to set specific values in a Contact or Company.

 

Using your example, your workflow's enrollment criteria would be "Contact's domain is old-domain.com" then change domain to new-domain.com

 

You could also export the data and reimport it using the Contact ID or Company ID.

 

Have fun

Mike