CRM

HWienen
Member

Get all associated contacts form a list of companies

SOLVE

Hi there,

 

I'm sorry if this is an incredible dumb question. But I'm looking for a way to create a list of contacts based on one value of the companies they are associated with.

So for example: I've a list of companies filtered on geolocation the Netherland. And now I want to send all contactpersons associated to this list to receive an email that I'm in the Netherlands next week.

It should be easy, but I can't get it to work. Do you've any tips? Thanks in advance!

Henrik

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

Get all associated contacts form a list of companies

SOLVE

Hi @HWienen,

 

When you create a contact list, you should see "Company properties" as a filter option. Under that option, you can select the same criteria that you used in your company list. After saving the list, HubSpot will return all contacts associated with companies matching those criteria.

karstenkoehler_0-1658219498510.png

 

Let me know if you have any follow-up questions!

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

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Get all associated contacts form a list of companies

SOLVE

Hi @HWienen,

 

When you create a contact list, you should see "Company properties" as a filter option. Under that option, you can select the same criteria that you used in your company list. After saving the list, HubSpot will return all contacts associated with companies matching those criteria.

karstenkoehler_0-1658219498510.png

 

Let me know if you have any follow-up questions!

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.

HWienen
Member

Get all associated contacts form a list of companies

SOLVE

Thanks a lot, Karsten! Stupid I didn't see this.. 

0 Upvotes