What Is It?
HubSpot now offers the ability to easily identify property usage for lists and workflows directly within the import tool. This feature allows you to quickly spot any imports that may accidentally enroll records into a list or workflow, potentially causing data quality issues down the line.
Why Does It Matter?
Creating and/or editing data in bulk with imports can be incredibly useful but can also lead to unintended errors. Failure to thoroughly review all locations where the imported properties are utilized may result in disorganized data and automations. Imagine the following scenarios...
- You conduct an import that accidentally adds thousands of contacts to your company's email exclusion list. You don't realize these contacts never received any of your marketing emails until you go to do end of month reporting.
- You conduct an import that accidentally rotates hundreds of records amongst your sales team via a workflow. Before you diagnose the mistake, a subsequent workflow is triggered that sends each contact a marketing email out of context.
Mistakes happen, but they can have a significant impact on your customer relationships and experiences. That's why HubSpot has enhanced their system to identify workflows and lists that align with the properties in your import. Now, you can seamlessly assess whether your import will affect a list or workflow without the need to navigate through multiple tools.
How Does It Work?
After completing the mapping step of your import, click next. On the final details step, you'll now see a new section where the downstream impact of your import is shown.
When you click into this, you'll discover a comprehensive list of the workflows or lists that could be influenced by your import, showcasing the common properties between your import and the list/workflow.
If the list of impacted workflows or lists happens to be longer than expected, you can filter this sidebar by selecting a specific property from your import. Additionally, you can click on any list or workflow to investigate further.
Who Gets It?
All hubs and tiers.
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