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DMollard
Miembro

Can I create an activity to a list?

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Hi community!

 

I was wondering if someone could help me with the following issue. I would like to log in an activity record to a list of people in hubspot. For example from a list of 200 users, log in that they have been contacted by SMS (We need to keep this register because we don't have yet Twilio integrated to hubspot). Do you know if that is possible?

Thanks!

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karstenkoehler
Solución
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

Can I create an activity to a list?

resolver

Hi @DMollard,

 

There aren't any bulk activity actions in the app but you could import the text messages as notes. That way, you could log those 200 SMS at once.

 

You can find a sample import notes file here: https://knowledge.hubspot.com/crm-setup/set-up-your-import-file#multiple-objects-with-associations

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
Solución
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

Can I create an activity to a list?

resolver

Hi @DMollard,

 

There aren't any bulk activity actions in the app but you could import the text messages as notes. That way, you could log those 200 SMS at once.

 

You can find a sample import notes file here: https://knowledge.hubspot.com/crm-setup/set-up-your-import-file#multiple-objects-with-associations

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.