CRM

ChrisChiha
Top Contributor

Extracting all contacts associated to a list of company IDs

SOLVE

Hello,
 
So i have big list of company IDs, and i would like to segment/extract all contacts that are associated to these companies.
 
The way i usually do it is through workflow where i check for company ID (one at a time)
 
Given the fact i have a big list, what is the best/fastest approach to achieve the above?

 

Thanks,
@ChrisChiha 

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

Extracting all contacts associated to a list of company IDs

SOLVE

Hi @ChrisChiha,

 

You can use this approach to create a contact-based list and filter for contacts that are associated with a company matching one of your IDs.

 

Hope this helps!

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

Beratungstermin mit Karsten vereinbaren

 

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3 Replies 3
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Extracting all contacts associated to a list of company IDs

SOLVE

Hi @ChrisChiha,

 

You can use this approach to create a contact-based list and filter for contacts that are associated with a company matching one of your IDs.

 

Hope this helps!

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.

ChrisChiha
Top Contributor

Extracting all contacts associated to a list of company IDs

SOLVE

Hello @karstenkoehler ,
 
The problem is i don't have the option "is equal to any of", it is just "is equal to".
If i paste the 2 columns in the "is equal to " option, Hubspot gives an error "Number too big"

 

Thank you!

0 Upvotes
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Extracting all contacts associated to a list of company IDs

SOLVE

Hi @ChrisChiha,

 

There are solutions for that further down the thread, in the comments – hav you checked those?

 

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.

0 Upvotes