CRM

-Mla-
Member

Excluding contact if one property is equal to another

SOLVE

Hello,


I can't seem to find a way to exclude contacts if the value in one property is equal to another property's value (in this case, if the company name is equal to the contact last name). 
Is there any way to do this action?

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Excluding contact if one property is equal to another

SOLVE

Hi @-Mla-,

 

This cannot be done with regular filters, you would have to create a calculation property for that: https://knowledge.hubspot.com/properties/create-calculation-properties

 

The approach is as follows:

  1. Create a custom calculation property (e.g. 'Match in property A and B')
  2. Choose the calculation type custom equation with boolean output
  3. Use an if statement to compare the properties:
    if(property A = property B,true,false)

karstenkoehler_0-1732027846663.png

 

You can then filter for the value in this property.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

View solution in original post

1 Reply 1
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Excluding contact if one property is equal to another

SOLVE

Hi @-Mla-,

 

This cannot be done with regular filters, you would have to create a calculation property for that: https://knowledge.hubspot.com/properties/create-calculation-properties

 

The approach is as follows:

  1. Create a custom calculation property (e.g. 'Match in property A and B')
  2. Choose the calculation type custom equation with boolean output
  3. Use an if statement to compare the properties:
    if(property A = property B,true,false)

karstenkoehler_0-1732027846663.png

 

You can then filter for the value in this property.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.