Hello,
How can I get a display of all contacts or companies that are related to deals that have a specific attribute (like broker 1 = noam). Basically I am trying to do a join.
Thanks.
Hi @NArbel,
When you create a contact- or a company-based list (Menu > Contacts > Lists), you cannot only filter for contact/company properties, but also for deal properties:
Under Deal > Deal properties, you should find your broker property.
Once you save the list, HubSpot will populate the list with all contacts (or if you’re creating a company-based lists with all companies) that are associated to at least one deal that meets the criteria you specify.
Best regards!
Thanks @karstenkoehler, that is very helpful. I do have a follow up questin:
I’d like to create a lists that has all contacts (no filter) with details (phone email) and thier accociated company AND some attributes of the company (like phone # or demain name).
How do I do this kind of join?
Hi @NArbel,
This would require a custom report across two objects; contacts and companies. Create reports with the custom report builder
Such a report can be visualized as a table.
Lists are not an option here as they only show data from the option you’re building the list on.
Have a look at the documentation and let me know if you have any follow-up questions!
Thanks @karstenkoehler, that is what I ended up doing, just wanted to make sure there is not a better way.