CRM

2875292
Participant

Searching across both Companies AND Contacts

SOLVE

We need to search for all Contacts within Companies that have the same Hubspot "Industry" type as a property under Companies but there doesn't apear to be any way to do this. Does anyone have a solution?

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1 Accepted solution
Phil_Vallender
Solution
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

Searching across both Companies AND Contacts

SOLVE

Hi @2875292

 

At the moment a list or view can only contain contacts OR companies at this time. 

 

A solution would be to use workflows to copy the company industry to a contact property.


Hope this helps?

Phil Vallender | HubSpot Website Agency

View solution in original post

0 Upvotes
1 Reply 1
Phil_Vallender
Solution
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

Searching across both Companies AND Contacts

SOLVE

Hi @2875292

 

At the moment a list or view can only contain contacts OR companies at this time. 

 

A solution would be to use workflows to copy the company industry to a contact property.


Hope this helps?

Phil Vallender | HubSpot Website Agency
0 Upvotes