CRM

sberry11
Top Contributor

Filter contacts on company property values

SOLVE

Unless I'm missing it, I don't get how this isn't a thing. I want to filter contacts that we've met at tradeshows this year that work for companies with 200+ employees. I can find the employee number in the company filters, but company data can't be used when trying to narrow down and filter on contacts?? What am I missing? It's no good to have 2 databases (companies and contacts) if they don't talk to each other.

0 Upvotes
1 Accepted solution
franksteiner79
Solution
Recognized Expert

Filter contacts on company property values

SOLVE
Hi

Wenn filtering your contact list simply change the object you are filtering
on to company at the top of the filter menu, et voilà.

I can't include a screenshot as I'm replying from my mobile, but trust you
will work it out.

Frank
Found my comment helpful? Great! Please mark it as a solution to help other community users.


Frank Steiner

Marketeer | HubSpot Expert | CRM Consultant

InboundPro

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

Filter contacts on company property values

SOLVE

Hi @sberry11,

 

If you're attempting to do this from the contact index page, this is not possible there, only in contact lists: https://knowledge.hubspot.com/lists/create-active-or-static-lists

 

Here, after clicking "+ Add filter", use the dropdown in the expanding left sidebar to change the "Filtering on" dropdown to "Copmany":

 

karstenkoehler_0-1742966507947.png

 

You can now access company filters and HubSpot will return records that are associated with at least one company that meet the criteria.

 

Best regards

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

Beratungstermin mit Karsten vereinbaren

 

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0 Upvotes
Juanzabala
Contributor | Gold Partner
Contributor | Gold Partner

Filter contacts on company property values

SOLVE

You can use And/Or logic to filter records based on different types of events, activities, objects, enrollments, interactions, lists and import memberships and more. As @franksteiner79  mentioned earlier, simply select the object you want to filter on from the dropdown menu at the top of your filter and use as many combinations as necessary.

Juanzabala_1-1742942745817.png

 

 

franksteiner79
Solution
Recognized Expert

Filter contacts on company property values

SOLVE
Hi

Wenn filtering your contact list simply change the object you are filtering
on to company at the top of the filter menu, et voilà.

I can't include a screenshot as I'm replying from my mobile, but trust you
will work it out.

Frank
Found my comment helpful? Great! Please mark it as a solution to help other community users.


Frank Steiner

Marketeer | HubSpot Expert | CRM Consultant

InboundPro

Let's Talk About Your Project