How to see list of contacts I updated from ZoomInfo today?
SOLVE
Hi! We use ZoomInfo to export contacts to HubSpot. Today, I exported 400 contacts (320 new, 80 updates to existing contacts in the CRM). I'd like to be able to take those 400 contacts and put them directly in a list. It's easy for me to find the 320 new contacts I created, as I just sort by "create date". However, is there a way to quickly locate the 80 contacts that were updated? The contact owner is different. I noticed that the "create date" maintains the original create date, and "last modified" and "last activity" don't reflect the date a contact was updated. Is there any workaround here? E.g, a way to change the settings such that "last modified" date takes into account the date a contact was last updated? Any workaround at all would be much appreciated! Right now I just have to go locate them manually and add them to the list, but as you can imagine, it's fairly time consuming. Thanks in advance for any support!
How to see list of contacts I updated from ZoomInfo today?
SOLVE
Hi @CORegan! I think the easiest thing for you would be to add the contacts to a list directly from the Import screen where you are seeing the amount of New vs Updated contacts. Click on the More option:
After you click on the 'Add imported contacts to list,' HubSpot will ask you if you want to create a new list or add them to an existing list.
Since the data you're importing does not seem to trigger a modification and doesn't always update the date, I think this is the more surefire way to make sure you get these contacts on a list.
*************************** Did my post solve the questions or challenge? Please mark it as a solution for others to find.
How to see list of contacts I updated from ZoomInfo today?
SOLVE
Hi @CORegan, there is not a straightforward way to identify these 80 contacts as they have been already imported.
In your ZoomInfo integration settings with Hubspot, you will have an option to pass a identifier/fixed/static value to any Hubspot field whenever ZoomInfo is creating or updating a record. This will not be set up by default.
Once you have this setup, it will be easy to filter out these records based on the fixed value for future records.
Feel free to let me know if you need more information! ==============================================
If this information answers your question, please mark it as a solution, thanks!
How to see list of contacts I updated from ZoomInfo today?
SOLVE
Hi @CORegan! I think the easiest thing for you would be to add the contacts to a list directly from the Import screen where you are seeing the amount of New vs Updated contacts. Click on the More option:
After you click on the 'Add imported contacts to list,' HubSpot will ask you if you want to create a new list or add them to an existing list.
Since the data you're importing does not seem to trigger a modification and doesn't always update the date, I think this is the more surefire way to make sure you get these contacts on a list.
*************************** Did my post solve the questions or challenge? Please mark it as a solution for others to find.