You can keep your Kixie PowerLists up to date by adding and your removing HubSpot Contacts through HubSpot workflows.
Requirements:
- Connect Kixie to Hubspot
- Access to HubSpot Workflows
Mechanics:
You will need one Contacts-based workflow that adds Contacts to a PowerList and a separate Contacts-based workflow that would remove them.
Adding to a PowerList
- Set the enrollment criteria for your contacts-based workflow that you will use to add Contacts to a Kixie PowerList. These enrollment criteria will typically match the filtered list that you used to add your initial batch of Contacts to a Kixie PowerList in the first place.
- Select the "Kixie: Add Contact to PowerList" action step in the HubSpot workflows section.
- In the Number to Target field, select the Contact Property which contains the phone number you wish to add to your PowerList. This is typically the default Phone or Mobile field.
- In the PowerList ID field, input the PowerList ID for the PowerList that you want to add the phone number. You can find your PowerList ID by navigating to the PowerList section in the Kixie Dashboard, then click on the PowerList you want to add to your workflow and then find the ID in the browser URL.
You have now created a HubSpot workflow to add Contacts to your PowerList.
Removing from a PowerList
Follow the same steps as above, except enter the enrollment criteria you want to use to remove a Contact from your PowerList.
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