CRM

2875292
Participant

Searching across both Companies AND Contacts

Résolue

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 Solution acceptée
Phil_Vallender
Solution
Membre irremplaçable | Partenaire solutions Diamond
Membre irremplaçable | Partenaire solutions Diamond

Searching across both Companies AND Contacts

Résolue

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

Voir la solution dans l'envoi d'origine

0 Votes
1 Réponse
Phil_Vallender
Solution
Membre irremplaçable | Partenaire solutions Diamond
Membre irremplaçable | Partenaire solutions Diamond

Searching across both Companies AND Contacts

Résolue

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 Votes