CRM

KKirby
Participante

Global Property Update

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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. 

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1 Soluciones aceptada
Mike_Eastwood
Solución
Asesor destacado | Partner nivel Gold
Asesor destacado | Partner nivel Gold

Global Property Update

resolver

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

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KKirby
Participante

Global Property Update

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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.

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Mike_Eastwood
Solución
Asesor destacado | Partner nivel Gold
Asesor destacado | Partner nivel Gold

Global Property Update

resolver

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