HubSpot's import tool has received a significant upgrade, aiming to give you a better idea of how an import will impact other parts of your HubSpot setup.
Introducing Import Preview: Your Safety Net for Data Imports
Imagine this: You're importing a massive list of new leads. Everything seems perfect, but a nagging question lingers – could this import unintentionally impact other parts of your HubSpot setup? With Import Preview, that question is a thing of the past.
How It Works
Once you've mapped your import data, simply click "Next."
- A brand new section, "Import Preview," will appear. This section highlights any workflows or lists that might be affected by your import.
- Clicking on "Import Preview" reveals a detailed breakdown. You'll see a list of potentially impacted workflows and lists, along with the specific properties they share with your import data.
- Need to focus on a particular property? No problem! The sidebar conveniently offers filtering by properties within your import.
- Want to delve deeper? You can easily click on any listed workflow or list for further investigation.
Why It Matters
Importing data in bulk is a powerful time-saver, but even a small misstep can have unintended consequences. Import Preview safeguards you from these potential pitfalls by:
- Preventing accidental list enrollments: No more accidentally adding new contacts to exclusion lists, ensuring your email marketing efforts reach the right audience.
- Avoiding workflow misfires: Import Preview helps you avoid unintentionally triggering workflows that could send out-of-context communication to your contacts.
- Maintaining data quality: By identifying potential downstream impacts, you can ensure the accuracy and integrity of your entire HubSpot ecosystem.
Available to Everyone
The Import Preview feature is available to all HubSpot users, regardless of hub or tier. So, the next time you import data, breathe a sigh of relief. With Import Preview by your side, you can confidently import data knowing your workflows and lists are safe from unintentional disruptions.
