CRM

scm22ri
Participant

Search database by industry

SOLVE

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.

0 Upvotes
2 Accepted solutions
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Search database by industry

SOLVE

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'.

 

karstenkoehler_0-1670445605459.png

 

Then, select Industry and type in 'Banking'.

 

karstenkoehler_1-1670445660775.png

 

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.

 

karstenkoehler_2-1670445713520.png

 

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

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

Beratungstermin mit Karsten vereinbaren


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RCoutu
Solution
Contributor | Platinum Partner
Contributor | Platinum Partner

Search database by industry

SOLVE

Finally, a quick video for you:

 

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

 

Hope this will help @scm22ri 
























Robert Coutu


HubSpot CRM Consultant Strategist and Business Analyst and RevOps









Meet me




















1 438 818 9661 #004












rcoutu@auxilio.io












auxilio.io

















linkedin






































Read our most recent blog post

How to stop killing your sales performance?












View solution in original post

10 Replies 10
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Search database by industry

SOLVE

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'.

 

karstenkoehler_0-1670445605459.png

 

Then, select Industry and type in 'Banking'.

 

karstenkoehler_1-1670445660775.png

 

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.

 

karstenkoehler_2-1670445713520.png

 

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

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.

scm22ri
Participant

Search database by industry

SOLVE

Great, thank you. This was helpful. 

0 Upvotes
NKieran6
Contributor

Search database by industry

SOLVE

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
Participant

Search database by industry

SOLVE

Great, thank you. 

0 Upvotes
RCoutu
Contributor | Platinum Partner
Contributor | Platinum Partner

Search database by industry

SOLVE

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.

 

RCoutu_0-1670243822333.png

 

 

 
























Robert Coutu


HubSpot CRM Consultant Strategist and Business Analyst and RevOps









Meet me




















1 438 818 9661 #004












rcoutu@auxilio.io












auxilio.io

















linkedin






































Read our most recent blog post

How to stop killing your sales performance?












scm22ri
Participant

Search database by industry

SOLVE

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

0 Upvotes
RCoutu
Solution
Contributor | Platinum Partner
Contributor | Platinum Partner

Search database by industry

SOLVE

Finally, a quick video for you:

 

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

 

Hope this will help @scm22ri 
























Robert Coutu


HubSpot CRM Consultant Strategist and Business Analyst and RevOps









Meet me




















1 438 818 9661 #004












rcoutu@auxilio.io












auxilio.io

















linkedin






































Read our most recent blog post

How to stop killing your sales performance?












scm22ri
Participant

Search database by industry

SOLVE

This was helpful; thank you. 

0 Upvotes
dmattauch
Top Contributor

Search database by industry

SOLVE

Hi,

 

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

 

Capture d’écran 2022-12-05 à 13.05.35.png

 David

scm22ri
Participant

Search database by industry

SOLVE

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

0 Upvotes