CRM

KNikolov
Member

How to filter Contacts based on histories but with specific current value

SOLVE

So I'm trying to filter all contacts that have current value of the "Company Name" = [Not provided] and in the history of this Contacts I want them to have any other value except Not provided - that will give me the contacts that had some kind of issue syncing with Salesforce.

A contact submit a form where he has the company name but during sync the value of the Company Name did not get passed to Salesforce and Salesforce wrote it as [Not provided]

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

How to filter Contacts based on histories but with specific current value

SOLVE

Hi @KNikolov,

 

You can't filter contacts by historic values inside of HubSpot but you can export the history of certain properties, as explained here: https://community.hubspot.com/t5/Tips-Tricks-Best-Practices/Reverting-Bulk-Property-Changes-by-Impor...

 

Hope this helps!

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

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

How to filter Contacts based on histories but with specific current value

SOLVE

Hi @KNikolov,

 

For this Salesforce related query, I'd recommend posting a separate question in the HubSpot Community. I'm not sure what's happening there.

 

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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KNikolov
Member

How to filter Contacts based on histories but with specific current value

SOLVE

@karstenkoehler , first thanks for the reply !


Ok I will try that for fix to the past data but do you know what may be the reason that this issue keep happening https://prnt.sc/stq3qj ? Also  I would like to point out that we are Syncing with Lead object not Contact ! And also the field mapping is fine we just have cases where this happens ( Also the form is fine ) 

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

How to filter Contacts based on histories but with specific current value

SOLVE

Hi @KNikolov,

 

You can't filter contacts by historic values inside of HubSpot but you can export the history of certain properties, as explained here: https://community.hubspot.com/t5/Tips-Tricks-Best-Practices/Reverting-Bulk-Property-Changes-by-Impor...

 

Hope this helps!

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