CRM

Boki
Member

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Hi

I am exploring hubspot and will probably use it for my company.

 

So far I understood how I can export and filter contact list.

Is it possible to import back lists with selected people and make a contact record as lets say an email record.

 

my case: I would like to export an contact list and invite selcted people on this list. Afterwards I would like to import some contacts back to crate an contact entry on this contacts with an record "Invited to the event". This would make it easier not having to record contact by contact manually.

Hope the case is clear?

 

Many thanks for help.

Boris

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Phil_Vallender
Solution
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

Mass entry

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Hi @Boki 

 

This is all possible. 

 

The easiest ways to record that a contact has been invited to an event would be to:

 

  • Create a custom contact property for the event with status options such as invited, attended, etc
  • Add the contacts to static list when they are invited to the event

Hope this helps.

Phil Vallender | HubSpot Website Agency

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1 Reply 1
Phil_Vallender
Solution
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

Mass entry

SOLVE

Hi @Boki 

 

This is all possible. 

 

The easiest ways to record that a contact has been invited to an event would be to:

 

  • Create a custom contact property for the event with status options such as invited, attended, etc
  • Add the contacts to static list when they are invited to the event

Hope this helps.

Phil Vallender | HubSpot Website Agency