How can you change fields and permissions for a custom imported list of contacts?

[EBowen1]

Hi,

I'm having trouble creating a process for a particular issue I'm having. My company has two CRMs, as one generates important information for our industry. Just moving to hubspot isn't possible.

When a contact wants to change their marketing permission, this is updated in the other CRM. I am trying to design an easy process, where a bulk list of clients can be sent to a workflow and their contact details are updated.

The part I have trouble with, is ensuring that the lists of the clients whose details need changing is sent to the workflow. Can you help?

[karstenkoehler]

Hi @EBowen1,

In a contact-based workflow, you can specify enrollment based on a list membership: https://knowledge.hubspot.com/workflows/create-workflows

1. Create contact-based workflow
2. Click into enrollment criteria box
3. Select 'When filter criteria is met'
4. Select list membership
5. Find and specify list

If that's not what you meant, please provide more context. Let me know if you have any follow-up questions!

Best regards

[EBowen1]

Hi Karsten, yes I'm happy with that part of the process. My query is how to get the custom list of contacts I have correctly uploaded to hubspot so that these fields and marketing permissions are correctly updated.

Should I re-import the clients? I can't seem to import clients to an existing list. Will I have to change the list the workflow uses every month?

[karstenkoehler]

@EBowen1 which "fields and marketing permissions" exactly are you referring to?

"I can't seem to import clients to an existing list." – here's how you can add contacts to existing lists: https://knowledge.hubspot.com/lists/add-or-remove-contacts-from-a-list

In an active list, you can add new imports via import membership, list membership. In a static list, you can bulk add contacts, as explained in the article above.

[EBowen1]

Not quite, I want to BULK add or remove clients from a static list.

[karstenkoehler · Accepted solution]

@EBowen1 this is explained here: https://knowledge.hubspot.com/lists/add-or-remove-contacts-from-a-list#add-records-to-a-static-list-...

If your target list is not static, let me know.

[EBowen1]

When importing clients, how do I add them to an existing list?

[karstenkoehler]

@EBowen1 you cannot do so as part of the import process, you would do so after importing, see my previous reply.