Excluding contact if one property is equal to another

Smart CRM & Sales Hub CRM
, ,
1

Hello,

I can’t seem to find a way to exclude contacts if the value in one property is equal to another property’s value (in this case, if the company name is equal to the contact last name).
Is there any way to do this action?

2

Hi @-Mla-,

This cannot be done with regular filters, you would have to create a calculation property for that: Create calculation and rollup properties

The approach is as follows:

  1. Create a custom calculation property (e.g. ‘Match in property A and B’)
  2. Choose the calculation type custom equation with boolean output
  3. Use an if statement to compare the properties:
    if(property A = property B,true,false)

karstenkoehler_0-1732027846663.png
karstenkoehler_0-1732027846663.png931×939 66.5 KB

You can then filter for the value in this property.

Best regards!

3

This seems like a great way to flag spam submissions