CRM

DGarbarz
Membre

altering a field upon import

I am wanting to place a value in a Hubspot field when I import a file, in my case, Zoominfo.  The idea is to be able to find all records (in this case, contacts) that were imported from that particular file at a later date in Hubspot.  Has anyone done this?  I thought about using the multiple file import, but am looking for another way.

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TiphaineCuisset
Gestionnaire de communauté
Gestionnaire de communauté

altering a field upon import

Hi @DGarbarz 

 

Thank you for reaching out. 

 

If I understand correctly, your end goal is to be able to filter all contacts that come from a specific import you did in HubSpot, correct? If so, you don't need to create a custom property. What you can do is create a list (Contacts > Lists) then filter by Imports and then choose your import name from the list. 

 

You can also create a saved filter using the Original Source Drill-Down 2 Property that gives you the name of the import; using the internal value for this property. This will work if the import created the contacts in HubSpot. 

 

Hope that helps.
Have a lovely day,
Tiphaine.


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