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HubSpot Ideas

THerrman

Update multiple properties in Edit Records action step in workflow

Currently in workflows, you have to create a separate action step for each property you want to edit for a record. Edit record action steps should allow for multiple properties to be edited in the same step.

6 Replies
Asnt
Participant

I was just thinking the same! 😀

TWITTKE
Participant

It already exists in Salesforce and it's soooooo convenient..

LevelUp_Digital
Participant | Platinum Partner

Yes! And I would like to add the same functionality for batch editing. For example from the Contact object view, when you mass select and then click edit, you can only edit one property at a time. Very slow, just like the workflows. More often than not, there are multiple properties that need to be updated. This would save so much time! 

StanGommans
Contributor | Platinum Partner

Very much needed. E.g. for setting contact details based on a assigned location, which should now be done per address item (Street, Postal Code, etc).

LSchopman
Member

+1. The inability to hide irrelevant tools and features is significantly hindering our user experience and making us reconsider adopting HubSpot.

LSchopman
Member

+1! This feature would significantly improve the manageability of workflows.