Searching across both Companies AND Contacts

2875292 · ‎Sep 28, 2017

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?

Phil_Vallender · ‎Sep 29, 2017

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 | Inbound marketing for B2B technology companies

View solution in original post

Phil_Vallender · ‎Sep 29, 2017

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?

CRM