topic Re: List of contacts by properties on associated deals? in Dashboards & Reporting

List of contacts by properties on associated deals?

SPowell22 — Thu, 23 Nov 2023 17:33:38 GMT

Hi!

I'm looking to ask questions of our deals data that factors in 2 deals fields and results in a list of contacts; for instance, we want to be able to get a list of Contacts who have at least 1 deal amout of $500+ and a close date within the last year.

I can see how to do this by filtering on the Deals object for all deals in that amount and date ranges, and then exporting to Excel to get unique values for Associated Contacts. Is it possible to do within HubSpot?

It wouldn't matter if it was available as a property on the Contact created by workflow, a view, a list, or a report.

Thanks!

Re: List of contacts by properties on associated deals?

karstenkoehler — Thu, 23 Nov 2023 17:37:21 GMT

Hi @SPowell22,

This is easily achieved with a contact-based list under Menu > Contacts > Lists:

Once you click on 'Deal properties', you can specify amount and close date. HubSpot will populate the list with all contacts where there is at least one deal meeting the criteria.

Best regards!

Re: List of contacts by properties on associated deals?

SPowell22 — Thu, 23 Nov 2023 17:52:59 GMT

Thank you!