topic Re: Filter by City/State/Country in Sales Hub Tools

Filter by City/State/Country

joelvs — Thu, 14 Mar 2019 14:51:14 GMT

Is there a way to filter by location? City, State, Country?

Re: Filter by City/State/Country

MFrankJohnson — Thu, 22 Aug 2019 21:51:45 GMT

Q: Is there a way to filter by location? City, State, Country?

Short A: Yes.

- see image

HubSpot View Filter | Contains Exactly (boolean example)

Re: Filter by City/State/Country

ConnorSlivensky — Thu, 14 Mar 2019 15:08:29 GMT

Yes, it's very easy. You can create a filter or use lists. Depending on if you want to nail down location on a company or contact basis you'll use the corresponding property category and there should be city, state/region and country under both of those.

If you need further help or clarification just let me know.

If this solved your issue make sure to mark it as such so others can find the thread and answer easier.

Re: Filter by City/State/Country

faith — Wed, 20 Mar 2019 17:45:54 GMT

Doesn't work for me. Is that because I have the Free version?

Re: Filter by City/State/Country

ConnorSlivensky — Wed, 20 Mar 2019 17:51:48 GMT

Yeah looking at the pricing tier it seems that lists (couldn't find filters but it's the same functionality) are locked to the starter and above. The starter tier has lists and only costs $50 a month but depending on how/how much you use the platform it may be worth it.

Re: Filter by City/State/Country

joelvs — Wed, 20 Mar 2019 19:36:21 GMT

Hello Connor,

I am a sales professional in Hubspot but am unable to filter for a location the way you have described. I can click the country/region but am not allowed to type in the desired city.

Re: Filter by City/State/Country

ConnorSlivensky — Wed, 20 Mar 2019 19:48:14 GMT

That would be because both the Country and State/Region proprieties are Dropdown fields so you would have to select from a predefined list or add an option to the existing ones.

This is done to prevent having Washington DC, DC, D.C, D.C. ect all as separate entries from each unique spelling.

Depending on your use case and goals you might be able to segment the states into regional lists to use as criteria.

Re: Filter by City/State/Country

MFrankJohnson — Sun, 11 Aug 2019 16:06:11 GMT

UPDATE 20190801: HubSpot Sales Pro (legacy) now includes lists! Woo Hoo.

~~HubSpot Sales Professional does NOT include the HubSpot Lists tool.~~

Re: Filter by City/State/Country

MFrankJohnson — Wed, 20 Mar 2019 20:08:09 GMT

Wait @ConnorSlivensky.
If we're talking HubSpot default Contact OR Company properties (i.e., Country, City, and State), ALL are Single Line Text property types in HubSpot.

Re: Filter by City/State/Country

ConnorSlivensky — Wed, 20 Mar 2019 20:12:30 GMT

I just checked the backend in the properties section and both "State/Region" and "Country" default HubSpot Contact Properties show as a dropdown selection. City is, in fact, a single line text field which is why I opt to use a "Closest Metro Area" custom property so we don't need to filter for all the different spellings and suburbs.

Re: Filter by City/State/Country

MFrankJohnson — Wed, 20 Mar 2019 20:25:59 GMT

Maybe something has changed in a weird way. Here's what we see in free, Sales Pro, and Marketing Enterprise portals for both Contacts and Companies!

- see image

HubSpot Default City Property Type

- see image

HubSpot Default State/Region Property Type

- see image

HubSpot Default Country Property Type

Re: Filter by City/State/Country

ConnorSlivensky — Wed, 20 Mar 2019 20:30:47 GMT

Yeah, that's odd. Here's what I see. - These are both Contact Properties

Within each of those is a prepopulated list. Like I said you were correct about the city field.

Re: Filter by City/State/Country

MFrankJohnson — Wed, 20 Mar 2019 20:34:21 GMT

What HS version(s) are you running (or screenshooting)?

Re: Filter by City/State/Country

ConnorSlivensky — Wed, 20 Mar 2019 20:37:38 GMT

Marketing Suite Pro.

Re: Filter by City/State/Country

MFrankJohnson — Wed, 20 Mar 2019 22:03:07 GMT

Hi @jennysowyrda, @roisinkirby,

@ConnorSlivensky is seeing Dropdown property types for State/Region and Country (both Contact AND Company) default HubSpot properties in their Marketing Pro portal.

I see Single Line Text property types for those default HubSpot properties across multiple free, Sales Pro, Marketing Pro, and Marketing Enterprise portals -- the HubSpot default-default! (is that a word?)

We suspect the HubSpot default property types have been modified in ConnorS's portal. Have you seen this scenario before?

Thanks in advance.

Re: Filter by City/State/Country

joelvs — Thu, 21 Mar 2019 13:17:20 GMT

I noticed that mine says single line text in settings but when I get to the contact filter in my list and I only have a dropdown option.

Re: Filter by City/State/Country

MFrankJohnson — Thu, 21 Mar 2019 14:07:22 GMT

The way property types appear in view filters can be misleading (and confusing). Here's a good rule of thumb -- if you don't see selections from which to choose, start typing! 🙂

- see image

HubSpot View Filter Example: SINGLE LINE TEXT

- see image

HubSpot View Filter Example: DROPDOWN

NOTE: It's difficult to tell the property 'type' from the HubSpot View Filter screen.

Re: Filter by City/State/Country

Juliana1 — Fri, 10 May 2019 03:09:09 GMT

Am Having the same problem, when I import a contact list whit a state field I cant filter it by "State". I even try to connect contact and company porperties and it dosent work.

Anyone knows why is this happening?

Re: Filter by City/State/Country

ConnorSlivensky — Fri, 10 May 2019 13:46:42 GMT

My guess without more info is that your import isn't formatted correctly. If everything else imported correctly I'd export the database and try to use the sample import sheets found here. All you'd need is two columns, one for the state field and the other will have the contact ID's. (which you can copy from your export)

When importing HubSpot will only modify properties with columns defined, so in this case only state while it uses Contact ID to match it up to the correct contact.

Hope that helps, if you have anymore questions feel free to reach back out.

Re: Filter by City/State/Country

wendypease — Fri, 17 May 2019 17:00:48 GMT

If I filter for the state and then "contains exactly" - under that it says "add options". How to I add the list of States so I can choose? It's grayed out and says "add a new options." Yet it doesn't let me.