CRM

ahamaton
Participant

Is there a way to move all members of one property to another in bulk

Résolue

This morning, I realised one of my properties was no longer relevant and wanted to move all to another in order for my filters to work effectively.  So is it possible to move all members of one property to another in bulk rather than having to go through each company / contact individually ?

2 Solutions acceptées
JustinPerkinsC
Solution
Contributeur de premier rang

Is there a way to move all members of one property to another in bulk

Résolue

When you run a workflow you can actually decide how it affects current companies that meet the rule. Then you can decide to simply have it act on a go-forward basis, or go back in time and adjust all records which meet these criteria. 

Justin Perkins
Marketing Operations Manager
JPerkins@contractlogix.com
Contract LogixLinkedin

Voir la solution dans l'envoi d'origine

0 Votes
DanielSanchez
Solution
Conseiller clé | Partenaire solutions Platinum
Conseiller clé | Partenaire solutions Platinum

Is there a way to move all members of one property to another in bulk

Résolue

Hi @ahamaton ,

 

Workflow is for all existing contacts, whether old or new. 🙂

 

Just define a trigger rule, ask him to change the existing contacts and he will work alone for the new contacts.

 

Did this post help solve your problem? If so, please mark it as a solution.

Best regards!

Voir la solution dans l'envoi d'origine

0 Votes
6 Réponses
DanielSanchez
Conseiller clé | Partenaire solutions Platinum
Conseiller clé | Partenaire solutions Platinum

Is there a way to move all members of one property to another in bulk

Résolue

Hi @ahamaton 

 

Yes, you can change one property for all contacts, using workflows.

 

Define a trigger to contacts based in one property value, and set the new property you will make change.

 

Look one example of this, in this post: https://community.hubspot.com/t5/Lists-Lead-Scoring-Workflows/Use-workflows-to-set-a-default-propert...

 

Did this post help solve your problem? If so, please mark it as a solution.

Best regards!

0 Votes
ahamaton
Participant

Is there a way to move all members of one property to another in bulk

Résolue

Thanks Daniel.  Does this work for existing contacts & companies in my database or is this just for new contacts & companies that I add ?

0 Votes
DanielSanchez
Solution
Conseiller clé | Partenaire solutions Platinum
Conseiller clé | Partenaire solutions Platinum

Is there a way to move all members of one property to another in bulk

Résolue

Hi @ahamaton ,

 

Workflow is for all existing contacts, whether old or new. 🙂

 

Just define a trigger rule, ask him to change the existing contacts and he will work alone for the new contacts.

 

Did this post help solve your problem? If so, please mark it as a solution.

Best regards!

0 Votes
ahamaton
Participant

Is there a way to move all members of one property to another in bulk

Résolue

Perfect, thanks for your help Daniel.  I'll mark this as resolved.  Cheers, 

JustinPerkinsC
Solution
Contributeur de premier rang

Is there a way to move all members of one property to another in bulk

Résolue

When you run a workflow you can actually decide how it affects current companies that meet the rule. Then you can decide to simply have it act on a go-forward basis, or go back in time and adjust all records which meet these criteria. 

Justin Perkins
Marketing Operations Manager
JPerkins@contractlogix.com
Contract LogixLinkedin
0 Votes
ahamaton
Participant

Is there a way to move all members of one property to another in bulk

Résolue

Excellent, thanks Justin

0 Votes