Create filter in contacts based on company properties

Smart CRM & Sales Hub CRM
1

I’d like to create a saved filter in contacts based on properties of the company they are associated with. For example, a view of all evangelists in companies with annual repeating revenue over 10mil USD. Or all contacts associated with companies based in Texas.

Saw a thread where this can be done through a workflow that creates copies of company properties at contact level. This worked, but felt like a lot of noise for a checking a hunch. Any thoughts that don’t include loads of workflows/copied properties?

2

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Q: I’d like to create a saved filter in contacts based on properties of the company they are associated with. For example, a view of all evangelists in companies with annual repeating revenue over 10mil USD. Or all contacts associated with companies based in Texas.

Saw a thread where this can be done through a workflow that creates copies of company properties at contact level. This worked, but felt like a lot of noise for a checking a hunch. Any thoughts that don’t include loads of workflows/copied properties??

Short A: Yes. Built-in HubSpot Marketing Pro & HubSpot Marketing Enterprise functionality using the HubSpot Lists tool!

Longer A:

n/a

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Best,
Frank

Chief HubSpot Consultant

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3

Thanks - this works! I think in terms of speed of use though I’ll probably stick to your workflow suggestion.

4

Great. Remember, HubSpot List Membership may also be used as criteria for HubSpot View Filters. This gives you the best of both worlds.