How to Bulk Update Multiple Properties in HubSpot Workflows (Using Custome Workflow Starter)

Purpose

The primary purpose of this workflow action is to simultaneously set (update) the values for up to five different properties within a single workflow action.

In standard HubSpot workflows, updating multiple properties requires adding a separate "Set property value" action for every property you want to change. By using this custom action, you can complete multiple updates in one step, making your workflow construction and management much simpler.

Use Cases

This feature is ideal for situations where you want to update multiple pieces of information on a record at once, based on a specific trigger (e.g., form submission, stage change).

• Stamping Data: When a specific event occurs (like the "Event Date" update shown in the video), bulk-set values for multiple related properties (e.g., "Last Event Name," "Event Status," "Processed Date").
• Setting Default Values: When a new contact is created or added to a specific list, bulk-set initial values for multiple properties (e.g., "Sales Rep," "Lead Status," "Priority").
• Migrating/Copying Data: Copy the value from one property to another while simultaneously setting fixed values for other properties. (The "Value" field also supports property tokens).

Setup and Execution Steps (As seen in the video)

The video demonstrates a flow where an update to a contact's "Event Date" property triggers the "Batch Property Update Action" to set values for multiple custom properties (test1, test2, test3...).

Step 1: Check Workflow and Trigger

• The process begins in the workflow editor.
• The trigger (enrollment criteria) is set to activate when the "Event Date" property value is changed.

Step 2: Add the Custom Action

• Click the "+" icon in the workflow to add a new action.
• From the action selection panel, choose "Custome Workflow Starter" from the "Integrated apps" section.

Step 3: Select the Action

• From the list of custom actions that appears, select "Batch Property Update Action."

Step 4: Specify Properties and Values to Update

• The configuration screen for "Batch Property Update Action" opens.
• Up to five slots are displayed (Property 1 and Value 1, Property 2 and Value 2...).
• Property: Select the property you want to update from the dropdown menu (e.g., test1).
• Value: Enter the value you want to set for that property. You can enter fixed text (e.g., "test1_value") or use tokens to set the value from another property.
• In the video, values are being set for multiple properties like test1, test2, and test3.
• After configuring, click "Save."

Step 5: Activate the Workflow and Confirm Execution

• The "1. Batch Property Update Action" is added to the workflow.
• Activate the workflow ("Workflow is On") and perform the action that meets the trigger criteria.
• Navigate to the "Enrollment history" tab and click on the execution history for the "test@tomotomo+test2@sweetsvillage.com" contact.

Step 6: Verify the Final Result

• The execution "Event details" will appear on the right side.
• You can see that the action executed successfully ("Successful").
• The "Action outputs" section displays details of which properties were updated to which values (updated-properties) in JSON format.
• Finally, returning to the contact's record screen and checking, you can confirm that the values set in the workflow have been correctly applied to the specified test1, test2, and test3 properties.

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