CRM

NArbel
Member

Getting a list of all contacts/companies related to my deals

SOLVE

Hello,

 

How can I get a display of all contacts or companies that are related to deals that have a specific attribute (like broker 1 = noam). Basically I am trying to do a join.

 

Thanks.

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

Getting a list of all contacts/companies related to my deals

SOLVE

Hi @NArbel,

 

When you create a contact- or a company-based list (Menu > Contacts > Lists), you cannot only filter for contact/company properties, but also for deal properties:

 

karstenkoehler_0-1702063076181.png

 

Under Deal > Deal properties, you should find your broker property.

 

Once you save the list, HubSpot will populate the list with all contacts (or if you're creating a company-based lists with all companies) that are associated to at least one deal that meets the criteria you specify.

 

Best regards!

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

Getting a list of all contacts/companies related to my deals

SOLVE

Hi @NArbel,

 

When you create a contact- or a company-based list (Menu > Contacts > Lists), you cannot only filter for contact/company properties, but also for deal properties:

 

karstenkoehler_0-1702063076181.png

 

Under Deal > Deal properties, you should find your broker property.

 

Once you save the list, HubSpot will populate the list with all contacts (or if you're creating a company-based lists with all companies) that are associated to at least one deal that meets the criteria you specify.

 

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
NArbel
Member

Getting a list of all contacts/companies related to my deals

SOLVE

Thanks @karstenkoehler, that is very helpful. I do have a follow up questin:

 

I'd like to create a lists that has all contacts (no filter) with details (phone email) and thier accociated company AND some attributes of the company (like phone # or demain name). 

 

How do I do this kind of join?

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karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Getting a list of all contacts/companies related to my deals

SOLVE

Hi @NArbel,

 

This would require a custom report across two objects; contacts and companies. https://knowledge.hubspot.com/reports/create-reports-with-the-custom-report-builder

 

Such a report can be visualized as a table.

 

Lists are not an option here as they only show data from the option you're building the list on.

 

Have a look at the documentation and 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.

MMahon
Participant

Getting a list of all contacts/companies related to my deals

SOLVE

Thanks @karstenkoehler, that is what I ended up doing, just wanted to make sure there is not a better way.

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