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.
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.
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
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.
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.
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer