CRM

Stan-Berteloot
Member

Creating a contact list based on the parent company's and all its child companies

Hello

 

I need to create a contact list based on the parent company and all its child companies.

 

Is this feasible and how?

 

Thanks

Stan

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3 Replies 3
ABrennan
Participant

Creating a contact list based on the parent company's and all its child companies

Is there a way to pull contacts from more than one level. So if I have a company that has child companies and then some of those child companies also have child companies, can I get a grandparent list?

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TiphaineCuisset
Community Manager
Community Manager

Creating a contact list based on the parent company's and all its child companies

Hi @ABrennan 

 

Thank you for reaching out. 

 

There's no native feature at this point in HubSpot to do that. I could think of using custom properties to recognize child companies form the same parents/grand parents but that would be very manual and with a lot of different values if you want to do that on a general basis so not really feasible. 

 

I'd recommend posting an Idea in our Ideas Forum regarding this. That way other users can upvote it; and the Product Team regularly monitors the Forum

 

Thank you!

Best

Tiphaine


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TiphaineCuisset
Community Manager
Community Manager

Creating a contact list based on the parent company's and all its child companies

Hi @Stan-Berteloot 

 

Thank you for reaching out. 

 

You could use @DanielSanchez's idea from this thread - using the Parent Company property to filter your companies/contacts. 

 

Hope that helps.
Have a lovely day,
Tiphaine.


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