Dashboards & Reporting

EChapman
Participant

How to create a List of Contacts that have an associated Lead?

SOLVE

We are trying to do a removal of any Contacts on our system that do not have an associated Lead - I have tried the guidance below but cannot find the 'Number of Associated Leads' property mentioned. Is there a way to create a list or filter on the Contacts page to see this?

 

EChapman_0-1749802753724.png

 

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

How to create a List of Contacts that have an associated Lead?

SOLVE

Hi @EChapman,

 

Is this a generative AI answer? If so, this looks like AI hallucinating.

 

Here's a quick way to achieve what you're trying to do:

  1. Create a contact-based list that filters for contacts associated to leads:
    1. Click 'Add filter'
    2. Change 'Filtering on' dropdown from Contact to Lead
    3. Pick any property value available for each lead, e.g. 'Create date is known'
  2. Save the list
  3. Create a second list of contacts who are not a member of the first list, these are the contacts without associated leads

Alternatively, you could create a custom roll-up property that counts associated leads: https://knowledge.hubspot.com/properties/create-calculation-properties

 

Best regards

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

Beratungstermin mit Karsten vereinbaren

 

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EChapman
Participant

How to create a List of Contacts that have an associated Lead?

SOLVE

Thank you!

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

How to create a List of Contacts that have an associated Lead?

SOLVE

Hi @EChapman,

 

Is this a generative AI answer? If so, this looks like AI hallucinating.

 

Here's a quick way to achieve what you're trying to do:

  1. Create a contact-based list that filters for contacts associated to leads:
    1. Click 'Add filter'
    2. Change 'Filtering on' dropdown from Contact to Lead
    3. Pick any property value available for each lead, e.g. 'Create date is known'
  2. Save the list
  3. Create a second list of contacts who are not a member of the first list, these are the contacts without associated leads

Alternatively, you could create a custom roll-up property that counts associated leads: https://knowledge.hubspot.com/properties/create-calculation-properties

 

Best regards

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.

0 Upvotes