CRM

JeremiahLandi
Member

How to export Company Address with Contact Export

SOLVE

Hello all,

 

I have generated a list of "contacts" that I am exporting from my CRM. I am trying to narrow it down to a certain region for the export; however, the individuals don't have addresses only the companies.

 

I had the idea to export the individuals with the addresses of the companies and THEN sort outside in Excel.... but I am not able to get the company address when exporting the individual's contact.

 

I can get the address when on the company page but my sorting field is only on the individual and not the company.

 

Any help would be appreciated.

 

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

How to export Company Address with Contact Export

SOLVE

Hi @JeremiahLandi,

 

The index page for contacts only shows contact properties, not company properties, correct. In contact lists, however, you can also filter for company properties: https://knowledge.hubspot.com/lists/create-active-or-static-lists

 

When adding a filter, you can use this dropdown to filter for address information on the company record. HubSpot will then return all contacts associated to companies matching those criteria.

 

karstenkoehler_0-1716838030308.png

 

 

Best regards!

 

 

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

Beratungstermin mit Karsten vereinbaren

 

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himanshurauthan
Thought Leader | Elite Partner
Thought Leader | Elite Partner

How to export Company Address with Contact Export

SOLVE

Hi @JeremiahLandi

 

To filter contacts based on the addresses of their associated companies in HubSpot, navigate to "Contacts" and select "Lists." Click "Create List" and choose either "Active list" or "Static list." Use the dropdown menu to add filters, select company properties, and apply relevant address filters (e.g., city, state). HubSpot will then return all contacts associated with companies matching the specified address criteria, allowing you to narrow down your contact list effectively.I have Attached the Screenshot, so you can take the reference.

 

screenshot-app.hubspot.com-2024.05.28-18_03_56.pngscreenshot-app.hubspot.com-2024.05.28-18_03_04.png

 

Best regards

Digital Marketing & Inbound Expert In Growth Hacking Technology
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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

How to export Company Address with Contact Export

SOLVE

Hi @JeremiahLandi,

 

The index page for contacts only shows contact properties, not company properties, correct. In contact lists, however, you can also filter for company properties: https://knowledge.hubspot.com/lists/create-active-or-static-lists

 

When adding a filter, you can use this dropdown to filter for address information on the company record. HubSpot will then return all contacts associated to companies matching those criteria.

 

karstenkoehler_0-1716838030308.png

 

 

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.

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JeremiahLandi
Member

How to export Company Address with Contact Export

SOLVE

Hello,

 

1. I figured the best way to do this would be to add a column but...

JeremiahLandi_1-1716838332956.png

 

2. Here is my screen, it doesn't match yours.. what am I missing? I am here: https://app.hubspot.com/contacts/

 

JeremiahLandi_0-1716838230913.png

 

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karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

How to export Company Address with Contact Export

SOLVE

@JeremiahLandi please check the link I shared before, it explains list creation (vs a filtered contact view).

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
JeremiahLandi
Member

How to export Company Address with Contact Export

SOLVE

So the suggestion is to create a "list" instead of just adding a column to the existing contact screen. I get what you are laying down.

 

Let me mess around with it and see if I can mine the information a bit more.

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