Tag a Deal to Existing contacts

JChablani
Member

I have approx. 80 contacts assigned to me. How can I tag all these together to a single deal (which is also already in Hub Spot). Currently, doing this one by one for each contact is time consuming and a lengthy procedure. Please advise

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karstenkoehler
Most Valuable Member

Hi @JChablani,

 

Currently, bulk-association between records is only possible via import or API. For the import route, check this article on how to set up your import files. (Heads-up, this isn't fun and manual association might be faster if we're talking about 80 contacts.)

 

Alternatively, Insycle is an app that integrates with HubSpot and has bulk association capabilities.

 

Hope this helps!

Karsten Köhler
Freelance Digital Marketing Advisor

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