Search for contacts by their *linked* company fields

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New Contributor

Hi all

 

We intend to create some custom company fields eg number of employees.

 

Can we filter contacts by their linked company fields? I wish to end up with a list of contacts to get in touch with.

 

It seems like we're restricted to filtering by only the fields at the contact level.

 

Thanks

David

1 Accepted solution

Accepted Solutions
Community Thought Leader | Diamond Partner

Hi @dm_esfa

 

Filtering is limited to using properties on the object type being filtered - so contact properties on contacts and company properties on companies. 


If you have the Marketing Hub (Basic or better) you have access to lists which support the segmentation of contacts based on company properties. 

 

So basically, you are correct that it can't be done in the CRM alone. 


Hope this helps.

Phil Vallender | Inbound marketing for B2B technology companies
6 Replies 6
Community Thought Leader | Diamond Partner

Hi @dm_esfa

 

Filtering is limited to using properties on the object type being filtered - so contact properties on contacts and company properties on companies. 


If you have the Marketing Hub (Basic or better) you have access to lists which support the segmentation of contacts based on company properties. 

 

So basically, you are correct that it can't be done in the CRM alone. 


Hope this helps.

Phil Vallender | Inbound marketing for B2B technology companies
New Contributor

Thanks Phil (apologies for the late reply - the notifications went into gmail spam)

 

David

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0 Upvotes
Occasional Contributor

Thanks for posting this Phil. 

 

If I understand you correctly, what you are saying is that UNLESS we purchase the marketing suite, there is no way to search for contacts using related companies value correct? That's kind of BS honestly and it should be dealt with IMO.

 

Best,

 

Juan

New Contributor

Which one is the Marketing Hub Basic? I only see Free, Starter and Pro. I'm on Starter. I wanted a list of contacts with E-mails for all companies of a certain type. The only options I see is Company Name and Size.

 

Upgrading from Starter to Pro costs too much. It is such a big leap to go from $50 to $800 to just be able to search!

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0 Upvotes
New Contributor

I'd like to voice my concern and say that it is essential for outbound sales to be able to segment your leads based not only on their individual properties but also on their company properties. This shouldn't be a part of Marketting, but Sales, Hubspot please fix this issue!!!!

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0 Upvotes
New Contributor

You can download both contacts and companies, put them as tabs in an excel spreadsheet, then use the function "vlookup" based on the shared company name to add the city, state, and zip code to your contact data (use the fields hubspot already uses). Then, just re-upload your contacts to hubspot, and the app will update the city, state, zip code fields for those contacts.