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

SOLVE
ahamaton
Participant

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 ?

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2 Accepted solutions

Accepted Solutions
JustinPerkinsC
Solution
Top Contributor

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
Solutions Engineer
JPerkins@contractlogix.com
Contract LogixLinkedin

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DanielSanchez
Solution
Key Advisor

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!

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6 Replies 6
DanielSanchez
Key Advisor

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 Upvotes
ahamaton
Participant

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

0 Upvotes
JustinPerkinsC
Solution
Top Contributor

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
Solutions Engineer
JPerkins@contractlogix.com
Contract LogixLinkedin

View solution in original post

0 Upvotes
ahamaton
Participant

Excellent, thanks Justin

0 Upvotes
DanielSanchez
Solution
Key Advisor

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!

View solution in original post

0 Upvotes
ahamaton
Participant

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