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BAfia
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How to sync Categories with Outlook Contacts Sync

解決

How can I sync Categories with Outlook Contacts Sync (on Mac)? 

 

Thank you🙏🏻

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jolle
解決策
名誉エキスパート

How to sync Categories with Outlook Contacts Sync

解決

Hey @BAfia, thanks for reaching out!

 

Looking at the integration guide from HubSpot, you can sync categories from Outlook only if you have an Operations Hub Starter subscription or higher. If you don't have access to those custom field mappings, you won't be able to automatically sync this data.

 

Your other option is exporting your Outlook contacts, along with their category, and manually importing that list into HubSpot to update records in bulk. This option doesn't require any additional HubSpot subscriptions, but it will be a manual process and contacts will be updated only when you run the import, not in real-time.

 

Hope this helps!!

Jacob Olle

Director of Marketing Technology

NgageContent

HubSpot Certified Trainer

emailAddress
jacob@ngagecontent.com
website
https://ngagecontent.com/
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jolle
解決策
名誉エキスパート

How to sync Categories with Outlook Contacts Sync

解決

Hey @BAfia, thanks for reaching out!

 

Looking at the integration guide from HubSpot, you can sync categories from Outlook only if you have an Operations Hub Starter subscription or higher. If you don't have access to those custom field mappings, you won't be able to automatically sync this data.

 

Your other option is exporting your Outlook contacts, along with their category, and manually importing that list into HubSpot to update records in bulk. This option doesn't require any additional HubSpot subscriptions, but it will be a manual process and contacts will be updated only when you run the import, not in real-time.

 

Hope this helps!!

Jacob Olle

Director of Marketing Technology

NgageContent

HubSpot Certified Trainer

emailAddress
jacob@ngagecontent.com
website
https://ngagecontent.com/
Create Your Own Free Signature
BAfia
参加者

How to sync Categories with Outlook Contacts Sync

解決

Thanks @jolle 😊

 

I've ended up using Outlook Sync because you can't export contacts from Outlook Mac or 365 in browser as a CSV file. So sync was my workaround. Do you know of a way to export from Outlook at a CSV?