We need to filter the contacts based on the data from notes. We’ve integrated Lemlist with Marketing Hub and everythime Lemlist has a record of activity it creates a note.
We want to filter the contacts by the key words used in notes body in HubSpot.
Is this possible?
Thanks
Hi @IDanilovic,
Yes, you can create an active contact-based list (Menu > Contacts > Lists) and filter for Activity properties > Note body:
Best regards!
It works great. Thank you!
Is it possible to add a new filter, for example, to list only contacts with at least three notes containing the same keywords?
Hi @IDanilovic, as far as I know that’s not possible, unfortunately.
