The HubSpot CRM Suite gives you the ability to remove manual tasks, automate processes, make data-driven decisions and more importantly improve your operations at scale. If you want to update numerous records across your contact, company, deal or ticket records without using workflows, it's simple to bulk edit in HubSpot. In this video, we'll show you how!
While workflows are great for automatically updating contact properties, sometimes your HubSpot license doesn't allow for it (you need HubSpot Marketing Pro for workflow automation) or perhaps you need a human element to review before properties get updated. Regardless of the reason, it's super simple to bulk edit your records across your contacts, companies, deals and tickets.
Watch our HubSpot Tips in 60 Seconds or Less video for a guide on how to do this!
See, isn't that easy? Hope it saves you some time and energy in the future!
For more guidance on how to optimise HubSpot for your organisation and team, don't hesitate to get in touch!
August 10, 2021