Search database by industry

[scm22ri]

Hello Everyone:

How would I search my CRM by Industry?

For example, if I have a banker's contact information in my CRM, Hubspot automatically lists "Banking" as the Industry.

My question is, how do I search for only "Banking" information in my Hubspot CRM? Thanks.

[karstenkoehler · Accepted solution]

Hi @scm22ri,

To filter your contacts by a specific industry, follow the steps below:

Under Menu > Contacts > Contacts, click All filters and search for 'industry'.

Then, select Industry and type in 'Banking'.

Once you hit 'Apply filter', the contact selection should automatically reflect only contacts with 'Banking'.

If you want to save this view, click here in the top right corner.

Let me know if you have any follow-up questions!

[karstenkoehler · Accepted solution]

Hi @scm22ri,

To filter your contacts by a specific industry, follow the steps below:

Under Menu > Contacts > Contacts, click All filters and search for 'industry'.

Then, select Industry and type in 'Banking'.

Once you hit 'Apply filter', the contact selection should automatically reflect only contacts with 'Banking'.

If you want to save this view, click here in the top right corner.

Let me know if you have any follow-up questions!

[scm22ri]

Great, thank you. This was helpful. 

[NKieran6]

If you need to view companies by industry on a regular basis I would suggest creating a saved view so you can quickly see the information, and / or create an Active list if you'd like to use the information for emails, workflows and reporting. If 'banking' is too broad an industry you could always create a 'sub-sector' property and add specfic values. 

Both contacts and companies have 'Industries' so it might also be worth creating a workflow to copy an inustry to a contact to make sure they're consistent. I often see differences or gaps in data due to industry info 🙂

[scm22ri]

Great, thank you. 

[RCoutu]

You can filter in many ways your contacts, companies, target accoutns in HubSpot by choosing many filters and create views. This is very powerful and highly customizable to your needs. To learn more: https://knowledge.hubspot.com/crm-setup/create-customize-and-manage-your-saved-views. If you need, poke me I'll post a video on this.

[scm22ri]

RCoutu, if you could make that video. I would appreciate it. Thank you. 

[RCoutu · Accepted solution]

Finally, a quick video for you:

https://share.vidyard.com/watch/YrX3vnzzt6vHxpmHBBzQQk?

Hope this will help @scm22ri 

[scm22ri]

This was helpful; thank you. 

[dmattauch]

Hi,

In your contact view, click on "all filters" then search for industry and select your industry.

 David

[scm22ri]

Great, thank you, David. This, too, was helpful.