CRM

PvanderValk
Teilnehmer/-in

How to create a Contact list based on Company Deal Stage and Contact Criteria?

lösung

I want to list all the Contacts we have for Companies we are in a particular Deal Stage with, even if those Contacts are not associated with the Deal, and the Contacts need to adhere to a specific criteria, ie Newsletter = Yes.

 

I tried the Lists option for Contacts. I can extract Contacts that are associated to a Deal, but that is not enough. I need to list all the Contacts we have for Companies in a specific Deal stage and then further filter those contacts based on the Contacts's newsletter status.

 

Is that possible? Or am I asking or too much?

Any insights are welcome.

Thanks in advance.

Patrick

0 Upvotes
2 Akzeptierte Lösungen
karstenkoehler
Lösung
Berühmtheit | Partner
Berühmtheit | Partner

How to create a Contact list based on Company Deal Stage and Contact Criteria?

lösung

Hi @PvanderValk,

 

To filter for contacts associated to companies associated to deals, you'll simply need an additional list:

  1. Create a company-based list that filters for companies associated to deals in your required stages
  2. Create a contact-based list that filters for contacts associated with companies that have a membership in the list from step 1

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.

Lösung in ursprünglichem Beitrag anzeigen

franksteiner79
Lösung
Trendsetter/-in

How to create a Contact list based on Company Deal Stage and Contact Criteria?

lösung

Hi @PvanderValk 

 

That requires a 2-step approach because HubSpot can only filter across 2 association levels and not 3:

 

  1. Create a company list, that checks for associated deals in a particular stage or stages
  2. Create a contact list, that checks if the associated company is on the list you created in step 1 and any additional contact filters.

That should do the trick.

 

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

Lösung in ursprünglichem Beitrag anzeigen

3 Antworten
PvanderValk
Teilnehmer/-in

How to create a Contact list based on Company Deal Stage and Contact Criteria?

lösung

Perfect! Thank you both!

franksteiner79
Lösung
Trendsetter/-in

How to create a Contact list based on Company Deal Stage and Contact Criteria?

lösung

Hi @PvanderValk 

 

That requires a 2-step approach because HubSpot can only filter across 2 association levels and not 3:

 

  1. Create a company list, that checks for associated deals in a particular stage or stages
  2. Create a contact list, that checks if the associated company is on the list you created in step 1 and any additional contact filters.

That should do the trick.

 

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
karstenkoehler
Lösung
Berühmtheit | Partner
Berühmtheit | Partner

How to create a Contact list based on Company Deal Stage and Contact Criteria?

lösung

Hi @PvanderValk,

 

To filter for contacts associated to companies associated to deals, you'll simply need an additional list:

  1. Create a company-based list that filters for companies associated to deals in your required stages
  2. Create a contact-based list that filters for contacts associated with companies that have a membership in the list from step 1

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.