Tips, Tricks & Best Practices

dmattauch
Top Contributor

use import for property research

SOLVE

Hi,

 

i have a property named "X" on a contact

I have an excel file of 100 X values without the corresponding contact

 

is there a way from this file to find the 100 contacts matching the values of Xs?

 

Basically i want to filter based on a property, but instead of one value of the property, i have 100+ values of this property.

Thanks

 

0 Upvotes
1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

use import for property research

SOLVE

Hi @dmattauch,

 

Just to check if I understand you correctly, in the CRM, you want to find all contacts where the property matches one of the many options you have in an Excel file?

 

If so, you can create an active list and use this 'hack' to paste many values in the list filter.

 

Best regards!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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

View solution in original post

4 Replies 4
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

use import for property research

SOLVE

Hi @dmattauch,

 

Just to check if I understand you correctly, in the CRM, you want to find all contacts where the property matches one of the many options you have in an Excel file?

 

If so, you can create an active list and use this 'hack' to paste many values in the list filter.

 

Best regards!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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

dmattauch
Top Contributor

use import for property research

SOLVE

thanks @karstenkoehler ,

 

what's the limit of values i can copy?

 

0 Upvotes
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

use import for property research

SOLVE

Hi @dmattauch,

 

I'm not aware of a limit, I'd recommend to just try. When you paste a lot of values, your browser might slow down or crash, that might be the limiting factor.

 

Cheers!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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

dmattauch
Top Contributor

use import for property research

SOLVE

hey @karstenkoehler ,

 

the issue in my case, is that hubspot doesn't recognize it as separate values.

I copy the columns for google sheets and when pasting, it just pastes one value.

 

any way around that?

 

thanks

David

 

EDIT : my bad i found the solution 🙂