Aug 28, 202311:26 AM - edited Aug 28, 202311:30 AM
Member
Mass copy object values from account to contact records
SOLVE
Hello! I would like to mass copy values from account (e.g. number of employees) to contact records. We are on a starter package. This is needed so I can do a mass update based on size of the company (on # of employees - range - ) to update the contact records status from "non-marketing" to "marketing" and the other way around. If there is better and easier way to do this....I am all ears.
This is unfortunately not possible via the HubSpot user interface. You would have to export companies, then contacts, then use VLOOKUP or similar to look up the company information and populate contact columns. After doing so, you'd re-import the contacts based on their Record ID.
This is, as far as I know, the fastest option.
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
This is unfortunately not possible via the HubSpot user interface. You would have to export companies, then contacts, then use VLOOKUP or similar to look up the company information and populate contact columns. After doing so, you'd re-import the contacts based on their Record ID.
This is, as far as I know, the fastest option.
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer