Create a list showing companies with and without meetings

[pille]

Trying to create a list “companies w/meetings” so I can use it with another list called “companies wo/meetings” Ex: Company does not exist in “companies w/meetings”.

The goal is to use it in workflow to understand when companies don’t have meetings, but I am having issues getting the results I want.

Can someone advise how this might be done?

[ArisudanTiwari]

Hi @pille ,

Here’s a straightforward way to create lists of companies with and without meetings in HubSpot:

1. Create a List: Companies with Meetings

• Go to Contacts > Lists in HubSpot.

• Click Create list and choose Company as the object.

• Name it something like Companies with Meetings.

• Set the filter:

  • Choose Meeting properties

  • Use a filter such as:

    • “At least 1 associated meeting”
    • or “meeting date is known”
    • or “meeting name is known”

• Save the list.

Similar exercise you need to do for the “Companies without Meetings” List, or use the filter: Company is not a member of the list 'Companies with Meetings”

As I can understand, your goal is to identify companies that don’t have any meetings, so you can take action, whether that’s triggering an internal notification, assigning a task to a sales rep, or enrolling the company in an automated follow-up workflow.

You can use the “Companies without Meetings” list directly:

• As an enrollment trigger in a workflow, or
• As a branching condition to handle follow-ups intelligently.

Let me know if you’d like help configuring the workflow as well!

[karstenkoehler]

Hi @pille,

For the list of companies with meetings, you would follow these steps: Create segments

1. Click ‘Add filter’
2. Change the ‘Filtering on’ dropdown from ‘Company’ to ‘Meeting’
3. Pick any property that is available on any meeting and save, e.g. ‘Activity date is known’

For the list of companies without meetings, create a second list, filter by ‘List membership’ and specify that the companies in your second list should not be a member of the first list.

Best regards!

[HSingh46]

Thank you @ArisudanTiwari, for the clarification and descriptive answer.