In HubSpot, you can update contact, company, deal, and ticket records in bulk. To select the records you want, you can also use a saved view.
- Navigate to contacts, companies, deals, or tickets.
- Select the records you want to edit. You can apply a view to your table to help filter out specifically the records you want to edit.
- To edit a few individual records, select the checkboxes next to the records you want to edit.
- To edit all of the records on a page, select the Select all checkbox at the top of the table. Then, to select all of the records in the filter, click the Select all [number] [records] link.
- At the top of the table, you can select Assign, Edit, Delete, and Create tasks.
- To assign these records to a new user, click Assign at the top of the table. In the dialog box, select the user and click Assign.
- To edit the values of a specific property in these records:
- At the top of the table, click Edit.
- Click the Property to update dropdown menu and select the property you want to edit.
Please note: bulk editing a multiple checkbox property will not append the new option to the existing option. In a bulk edit, the new values will overwrite whatever values exists.
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- In the field that appears, enter a new value for the selected property.
- Click Update. This will overwrite the old values in the property for these records.
- To delete your records, click Delete at the top of the table. In the dialog box, enter the number of contacts to delete and click Delete.
- To add a task per record, click Create tasks at the top of the table. In the right panel, continue with entering your task details and save the tasks.
You can also make a bulk update to records by doing an import and mapping the updated property values. If you've access to the workflows tool, you can also set a contact property value for multiple contacts using workflows.
