CRM

AndrewStockholm
Membre

Create filter in contacts based on company properties

Résolue

I'd like to create a saved filter in contacts based on properties of the company they are associated with. For example, a view of all evangelists in companies with annual repeating revenue over 10mil USD. Or all contacts associated with companies based in Texas.

 

Saw a thread where this can be done through a workflow that creates copies of company properties at contact level. This worked, but felt like a lot of noise for a checking a hunch. Any thoughts that don't include loads of workflows/copied properties?

1 Solution acceptée
MFrankJohnson
Solution
Leader d'opinion

Create filter in contacts based on company properties

Résolue

_hubspot-button-accept-as-solution-gif-v00.gif

 

Q: I'd like to create a saved filter in contacts based on properties of the company they are associated with. For example, a view of all evangelists in companies with annual repeating revenue over 10mil USD. Or all contacts associated with companies based in Texas.

 

Saw a thread where this can be done through a workflow that creates copies of company properties at contact level. This worked, but felt like a lot of noise for a checking a hunch. Any thoughts that don't include loads of workflows/copied properties??

 

Short A: Yes. Built-in HubSpot Marketing Pro & HubSpot Marketing Enterprise functionality using the HubSpot Lists tool!

 

Longer A:

n/a

 

Help answer your question? If so, remember to accept this solution now.

 

Best,
Frank

Chief HubSpot Consultant


hubspot-solutions-signature-mfrankjohnson-v05.png

MFrankJohnson.com | Perfect HubSpot Series | Connect on LinkedIn

Help find posts quickly ... accept this solution now.

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com

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0 Votes
3 Réponses
MFrankJohnson
Solution
Leader d'opinion

Create filter in contacts based on company properties

Résolue

_hubspot-button-accept-as-solution-gif-v00.gif

 

Q: I'd like to create a saved filter in contacts based on properties of the company they are associated with. For example, a view of all evangelists in companies with annual repeating revenue over 10mil USD. Or all contacts associated with companies based in Texas.

 

Saw a thread where this can be done through a workflow that creates copies of company properties at contact level. This worked, but felt like a lot of noise for a checking a hunch. Any thoughts that don't include loads of workflows/copied properties??

 

Short A: Yes. Built-in HubSpot Marketing Pro & HubSpot Marketing Enterprise functionality using the HubSpot Lists tool!

 

Longer A:

n/a

 

Help answer your question? If so, remember to accept this solution now.

 

Best,
Frank

Chief HubSpot Consultant


hubspot-solutions-signature-mfrankjohnson-v05.png

MFrankJohnson.com | Perfect HubSpot Series | Connect on LinkedIn

Help find posts quickly ... accept this solution now.

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com
0 Votes
AndrewStockholm
Membre

Create filter in contacts based on company properties

Résolue

Thanks - this works! I think in terms of speed of use though I'll probably stick to your workflow suggestion.

0 Votes
MFrankJohnson
Leader d'opinion

Create filter in contacts based on company properties

Résolue

Great. Remember, HubSpot List Membership may also be used as criteria for HubSpot View Filters. This gives you the best of both worlds.

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com
0 Votes