topic Re: Search database by industry in CRM

Search database by industry

Anonymous — Sun, 04 Dec 2022 23:55:07 GMT

Hello Everyone:

How would I search my CRM by Industry?

For example, if I have a banker's contact information in my CRM, Hubspot automatically lists "Banking" as the Industry.

My question is, how do I search for only "Banking" information in my Hubspot CRM? Thanks.

Re: Search database by industry

dmattauch — Mon, 05 Dec 2022 09:07:02 GMT

Hi,

In your contact view, click on "all filters" then search for industry and select your industry.

David

Re: Search database by industry

RCoutu — Mon, 05 Dec 2022 12:37:19 GMT

You can filter in many ways your contacts, companies, target accoutns in HubSpot by choosing many filters and create views. This is very powerful and highly customizable to your needs. To learn more: https://knowledge.hubspot.com/crm-setup/create-customize-and-manage-your-saved-views. If you need, poke me I'll post a video on this.

Re: Search database by industry

NKieran6 — Tue, 06 Dec 2022 14:23:00 GMT

If you need to view companies by industry on a regular basis I would suggest creating a saved view so you can quickly see the information, and / or create an Active list if you'd like to use the information for emails, workflows and reporting. If 'banking' is too broad an industry you could always create a 'sub-sector' property and add specfic values.

Both contacts and companies have 'Industries' so it might also be worth creating a workflow to copy an inustry to a contact to make sure they're consistent. I often see differences or gaps in data due to industry info 🙂

Re: Search database by industry

Anonymous — Wed, 07 Dec 2022 20:36:17 GMT

RCoutu, if you could make that video. I would appreciate it. Thank you.

Re: Search database by industry

karstenkoehler — Wed, 07 Dec 2022 20:42:15 GMT

Hi @Anonymous,

To filter your contacts by a specific industry, follow the steps below:

Under Menu > Contacts > Contacts, click All filters and search for 'industry'.

Then, select Industry and type in 'Banking'.

Once you hit 'Apply filter', the contact selection should automatically reflect only contacts with 'Banking'.

If you want to save this view, click here in the top right corner.

Let me know if you have any follow-up questions!

Re: Search database by industry

RCoutu — Fri, 09 Dec 2022 14:20:17 GMT

Finally, a quick video for you:

https://share.vidyard.com/watch/YrX3vnzzt6vHxpmHBBzQQk?

Hope this will help @Anonymous

Re: Search database by industry

Anonymous — Sat, 10 Dec 2022 11:53:39 GMT

This was helpful; thank you.

Re: Search database by industry

Anonymous — Sat, 10 Dec 2022 11:54:07 GMT

Great, thank you, David. This, too, was helpful.

Re: Search database by industry

Anonymous — Sat, 10 Dec 2022 11:54:43 GMT

Great, thank you. This was helpful.

Re: Search database by industry

Anonymous — Sat, 10 Dec 2022 11:55:07 GMT

Great, thank you.