Bulk assign imported tasks to contacts after CSV upload HubSpot

When tasks import without proper contact associations, HubSpot offers limited options for bulk assignment, often requiring manual work or expensive Operations Hub licensing.

Here’s how to efficiently bulk assign hundreds or thousands of unassociated tasks to the right contacts without the manual hassle.

Bulk assign tasks using association management with Coefficient

CoefficientHubSpotprovides powerful bulk association capabilities that work with existingtasks. You can pull unassigned tasks, apply matching logic, and bulk assign them to contacts using sophisticated criteria that goes far beyond HubSpot’s native capabilities.

How to make it work

Step 1. Import unassigned tasks from HubSpot.

HubSpotUse Coefficient to pull all tasks that lack contact associations from youraccount. Apply filters to focus on recently imported tasks or specific date ranges. This gives you a clear view of which tasks need contact assignment.

Step 2. Create matching logic in your spreadsheet.

Import your contacts and use spreadsheet functions to match tasks to appropriate contacts. You can match by email domain, company name, deal ownership, territory, or any combination of criteria. Use formulas like VLOOKUP, INDEX/MATCH, or IF statements to automate the matching process.

Step 3. Validate proposed associations before applying.

Review your matching results and flag any uncertain matches for manual review. Use conditional formatting to highlight high-confidence matches versus those that need human verification. This prevents incorrect associations while maximizing automation.

Step 4. Execute bulk assignment with Coefficient’s association feature.

Use Coefficient’s “Add Associations” export action to bulk assign tasks to contacts. This processes hundreds or thousands of associations simultaneously, far more efficiently than manual assignment or HubSpot’s limited workflow options.

Step 5. Set up ongoing monitoring for future imports.

Create a scheduled import to regularly check for new unassociated tasks and automatically apply your matching logic. This prevents the problem from recurring with future task imports.

Transform hours of work into minutes

Get started with CoefficientThis approach handles bulk task assignment more efficiently than HubSpot’s native tools, without requiring Operations Hub licensing.to automate your task association workflow and eliminate manual assignment work.