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!
Hi community, thank you all for your feedback! We are currently exploring ways to make creating properties faster and smarter during import. Especially for dropdown select properties with a lot of options. Can you help us design the right solution here by sharing a bit more about your usecase?
How often do you create new properties during import? Are you usually creating a single property or many all at one go?
When are you creating these new properties? Right before importing data into those properties? During an import? Or does it have nothing to do with import at all?
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,
Import Contact Property which contacts have various information
Hi community, thank you all for your feedback! We are currently exploring ways to make creating properties faster and smarter during import. Especially for dropdown select properties with a lot of options. Can you help us design the right solution here by sharing a bit more about your usecase?
How often do you create new properties during import? Are you usually creating a single property or many all at one go?
When are you creating these new properties? Right before importing data into those properties? During an import? Or does it have nothing to do with import at all?
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