How can I filter Contacts with a Company-property?

[RobertHabel]

I need to create a list of contacts which belong to Companies with a specific value of a field which we only document in "company". How to do?

[MFrankJohnson]

Which version of HubSpot are you using (i.e., Sales Pro, Marketing Pro, starter, free, etc.)?

[RobertHabel]

we are using sales hub professional

[MFrankJohnson · Accepted solution]

Q: How to create a list of contacts which belong to Companies with a specific value of a field which we only document in "company"?

Short A: n/a

Longer A:

Since you don't have 'Lists' functionality in Sales Pro, you'll need to copy that Company Property to your Contacts using a workflow.

Step-by-Step Example (using 'Number of employees' Company property)

-1- Create a custom CONTACT Property -- i.e., 'Company Number Of Employees'

-2- Build a workflow ...
(see images)

Use the following 'Copy company property' criteria as an example ...

(see image)

Once completed, you can now create a View Filter showing all contacts associated with companies that have fewer than 5 employees! (for example)

Done!

Can't wait to see what we can help you build on HubSpot today.

Best,
Frank

Remote  B2B Digital Marketing Manager

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MFrankJohnson.com | Connect on LinkedIn

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