topic Re: Report on Companies main Primary Contact only in Dashboards & Reporting

Report on Companies main Primary Contact only

Lini — Fri, 11 Feb 2022 21:06:26 GMT

Hi, we're wanting to run a report that shows companies and their primary contact only. Currently when running the report it captures all the contacts associated with a company. Anyone have any ideas of how we can achieve what's need? Thanks

Re: Report on Companies main Primary Contact only

Mike_Eastwood — Fri, 11 Feb 2022 21:25:31 GMT

Hi @Lini

Are you using the new Contact and Company Assciations to set your Primary Contact?

Years ago, before HubSpot started working on their Associations API, we built a Primary Contact Integration for HubSpot to manage the Primary Contacts (and Accounts Contacts) for a Company. With our integration it automatically creates a smart list of Primary Contacts.

Feel free to send me a message if you'd like a demo of our intergration and/or discuss how the new HubSpot Associations work.

Cheers

Mike

Re: Report on Companies main Primary Contact only

Lini — Sat, 12 Feb 2022 00:14:39 GMT

MIke Eastwood, thank you so much for providing the solution to the issue above. Totally appreciate your time and effort.

Re: Report on Companies main Primary Contact only

karstenkoehler — Sat, 12 Feb 2022 07:10:30 GMT

Hi @Lini,

There are different ways to approach this. Without an integration (like the one @Mike_Eastwood shared), this information has to have been maintained in some way. Either through updating a custom property (Primary contact Yes/No) or an existing property, e.g. Buying role. You can then filter your contact by this property (Filters section of the report) and thus exclude all other properties. If you have maintained a property and are stuck with the report, let me know, happy to assist.

If you have been using the new association labels, the report filter for these association labels is currently being rolled out, see this LinkedIn video by @KyleJepson.

@Mike_Eastwood, didn't know about your primary contact app, nice one!

Best regards!

Re: Report on Companies main Primary Contact only

Mike_Eastwood — Mon, 14 Feb 2022 07:55:39 GMT

My pleasure @Lini

If anyone else is interested in how we did it...

1. We added "Primary Contact" as a Buying Role in HubSpot's Account Based Marketing (ABM) Tool.

2. We then assigned a Primary Contact using the Company ABM Account Overview.

3. Once the organisations (Companies) had been assigned a Primary Contact then it was easy to run a Report (or create a list).

If you'd like to learn more about ABM then watch this short course about ABM in HubSpot Academy.

Have fun

Mike

Re: Report on Companies main Primary Contact only

Lini — Mon, 14 Feb 2022 20:30:48 GMT

Hi Karsten,

Thanks for your response and the links.

Kind regards

Lini