Create a list when the contact's "Associated Company" is different from the "Company Name" property

[DDoughty]

My company works with law enforcement agencies like police departments and fire departments. The problem is that they usually share a domain but are each a different potential customer.

When I upload a list, they often auto-associate to whichever company was put into Hubspot first...making associating the right people (contact) to the right agency (company) an absolute pain.

So in order to try to clean this up...I know that the "Company Name" property field on the contact record is correct always, and I know I can't set up a workflow to associate to the correct ccompany based on that field so I wanted to see if I could create a list that would put any contact on it when the associated company and company property are not the same so that I could manually make the changes needed.

Is thre any way to do this? I'm also open to workarounds or other suggestions.

[Jonas_De_Mets · Accepted solution]

Hi @DDoughty ,

Sorry, I forgot a crucial step in my previous answer.

After mapping the "Associated Company Name" you would need to set up an extra calculated custom property that compares "Company Name" with "Associated Company Name". This extra calculated custom property "Has Matching Company Name" can than be used in a list or view.

Hope this helps!

[DDoughty]

Yes this is perfect thank you. I was so close and yet so far.

[Jonas_De_Mets]

Hi @DDoughty,

One way to solve this is by using a workflow to copy the primary company name into a custom contact property called "Associated Company Name." Then, you can create a list where you filter records where the "Company Name" "is not equal to any of" "Associated Company Name" field.

Hope this helps, and since it's a small list 😅

[DDoughty]

Jonas,

Thank you for this reply, however, I don't think this works. I don't know how to add a value in the filter that says check the name of one property and compare it against the other property and if they aren't the same then put them in this list. 

Unless you can somehow use HubL code or a specific personalization token in the filter.