HubSpot "Aha-Moments"

Did you know that wildcards (*) are allowed in string searches in HubSpot filters. I haven’t tested it thoroughly to see if it applies to Views, Lists, Reports, Automation … all the things, but the one use case I have discovered is in Views. E.G. You have a text or number string that you want to search only part of (say, last four digits of an account number):

  • If you enter Account Number “contains exactly”: 1234, you’ll only ever get results where the Account Number is 1234.
  • If you enter Account Number “contains exactly”: *1234, you’ll get all results where the Account Number ends in 1234.
    • 31531234, 7987991234, 01234, 1234 …
  • The same is true when you put the wildcard at the end, in the middle, or in multiple places. E.G. City - “Sacramento” could be found using any one of the following combinations (and more):
    • Sac*
    • *mento
    • Sac*to
    • S*cram*o

Particulary useful when you have codes/flags/serial numbers that have particular character order or naming conventions.

Enjoy!