How to create contact list from company list?SOLVE
Jun 29, 2019 8:54 AM
Hi everybody, I'm trying to create a contact list from a company list I prepared outside from HubSpot and imported it.
What I have now is a saved filter for Companies but can't find where to get the contacts associated with those companies in order to create a new static list.
Solved! Go to Solution.
Jun 29, 2019 12:14 PM
In the CRM using filters/views, you unfortunatly cant create a list of contact based on a list of companies, as the reports don't look across multiple objects like that.
If you have the Marketing Hub and the lists tool, you can create a list of contacts based on company propoerties, but membership in your list of companies is not a company prroperty.
The way to get around this is to use your list either to create and update a company property that signals inclusion and use this to create your contact list, or upload that information to the contacts directly.
Hope this helps.