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Status: Idea Submitted
DianaOliva
Submitted by Contributor | Diamond Partner on ‎Jun 1, 2021 12:00 PM

Create properties through excel template import

When launching a new Hubspot CRM account, it would be great if you could import your properties using certain excel template, where you can map all you properties sorted by groups, types, fields, etc. 

For Sales Pro or Professional accounts, sometimes you have too many properties and creating one by one can take a while!

 

 

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1 Reply
HelloDigital
Participant | Platinum Partner
Participant | Platinum Partner
‎Aug 8, 2021 11:33 PM

It really is.

To use workflow to make various functions, numerous times we need to make a lot of property options or forms.

If we can, we also can use personal mail more personalized. Since it uses contact tokens and contact tokens are based on the contact property's options.

 

For example,

  1. Import Contact Property which contacts have various information
  2. Send mail based on their properties.