Filtering out contacts based on their deals' line items

[balabanov]

So this is a pretty uncommon case that I can't tackle, and so far, the HS reps were unsuccessful as well.
At this point, I'm almost ready to create my own set of custom-coded functions around the API to build lists, but before resorting to the extremities, maybe someone has an idea.

How can I make an intersection and filter out contacts who placed a deal with specific line items on|before a particular day?

In practice, these two filters aren't intersected, they're joined. So a contact might have two associated deals, one fitting the first criteria (date) and the other matching the second criteria (line item). How can I intersect these?

[balabanov]

It was a sad outcome, but the HS support team confirmed it's not doable at all.

Back to the API and a metric ton of static lists (╯°□°）╯︵ ┻━┻

[PeteJ2310]

This can work but you need to join around the deal - which has the item - but the approach has a gap.

1. Start with a customised report (you need Professional or greater) by Create Report -> Custom Report Builder

2. Select Primary data source as Deals, then tick CRM->Contacts and Sales->Items, then Next

3. Select the Chart as Table (others can be used obviously, but this is a simple extract)

4. Using the left had data sources column, search for Deals->Deal Name and Contacts->Email and add these to Columns

5. Using the same data sources column, search for Line items->Name and add this to the Filters

6. Select the added filter and using the filter widget, select what you want in your filter e.g. starts with

7. Run the report and you will get Deal Name + Email of contact for all deals which satisfy your filter

You can add further filters (e.g. sales stage, create date) as required but the general approach will provide you a list of deals which have the line items, and the associated contact for that deal.

The gap I mentioned is that the report doesn't work well where there are multiple contacts or line items which match the criteria, but I believe that this can be solved using a pivot table.

[浅na]

CRM Suite Professional or Marketing Professional or Sales Professional?

[PeteJ2310]

Sales Professional

[kvlschaefer]

Thanks for sharing this workaround with the Community, @PeteJ2310!

[PamCotton]

Hello @balabanov, Happy Friday!

I will invite some of our top experts to share their ideas and suggestions.

Hello, @Aakar @MatthewShepherd @Daniel_Bleich any recommendations to @balabanov?

Thank you,

Pam