Hi there - I have a query which hopefully will be easy to solve.
I’m trying to create a smart list to only include a single contact from each company. I’ve set up an associated label called ‘Primary Contact’, and assigned it to several contacts.
Now I’m trying to create a contact list that filters by all contacts that have this ‘Primary Contact’ label, and I can’t seem to find it anywhere on the filter list. The guide seems to say it can be used as a list filter - can anyone point me in the right direction?
You should be able to create a smart list based on association label by follwing the instructions below (also found here )
Filter by associations in lists
When creating a contact or company-based list, you can filter your records based on their associations. For contact-based lists, you can filter based on contacts’ primary company associations. Users in Professional and Enterprise accounts can also filter records in lists by association labels.
Select the [Object] properties filter that corresponds to the associated object. For example, if you’re creating a contact list and want to set criteria based on company associations, you would select Company properties.
Select a property to filter by.
By default, the list will include records when any associated records of that object fit the criteria. You can also set your criteria based on the primary company association or a custom association label. To do so, click the Any [object] dropdown menu:
Select Any [object] to filter based on all associated records of that object type (e.g., the list would include a contact when any of their associated companies meet the criteria).
If you’re creating a contact-based list, select Primary [object] to filter based on only the primary associated company (e.g., the list would include a contact only if the primary associated company meets the criteria).
In the With label section, select a label to filter based on only associations that use the selected label (e.g., the list would include a contact only if they have an associated company with that label and that company meets the criteria).
So I followed those instructions, but I can’t seem to get the ‘association to: Company’ box to appear with my list filters? All I can do is filter by contact or company properties, and ‘associated label’ isn’t one of them - I can only filter by the number of associated labels
So I have the same problem as the original poster. Whitney, you are not addressing OPs question and are perhaps misunderstanding him.
He wants to filter his list not only by properties of an associated record, but also by the association labels that describes the association between two records.
This doesn’t seem possible currently with HubSpot. What we need is a way to filter by a contact property called “association label”.
But as this isn’t just a regular property of a contact record but a property of the association between two records, it would have to be a unique filter.
I had this same problem and tried to find a solution, but seems the Hubspot Reps do not quite understand what we are asking.
However, I found how to add the label to the filters (it makes zero sense, but this is how you get it)
1. Created Contact based list
2. Add a filter - Filtering on Company (associated object)
3. Select Company Properties
4. Search for “Number of associated contacts”
5. After selecting this, a filter appears as shown below
7. You get a dropdown menu, that has the default options “Primary Company” and “Any Company”, under that appears your custom labels that you can choose from.
8. After you have selected the label of your choosing click on the “And Associated Company has all of:” part of the filter, shown below:
Hopefully everyone who is struggling with this can find my comment and these steps are helpful. Took me a good 20minutes of dabbling to find this, since it makes zero sense how you get there
Which HubSpot subscription level do you have? For contact-based lists, you can filter based on contacts’ primary company associations. Users in Professional and Enterprise accounts can also filter records in lists by association labels.
Is the association lable you’re trying to filter off of a Contact --> Company association label? If so, you need to include a company property criteria to filter off of (one idea would be to do company name: is known) and then you’ll click on “Any company” in the box on the left-hand side and that’s where the association label drop down will appear.
OH MY GOSH! user error. The issue was that the association was a DEAL association that i thought was a COMPANY association. I have revised my filters to suit. Thank you!!!
