List of contacts by properties on associated deals?

SPowell22
Participant

Hi!

I'm looking to ask questions of our deals data that factors in 2 deals fields and results in a list of contacts; for instance, we want to be able to get a list of Contacts who have at least 1 deal amout of $500+ and a close date within the last year.

I can see how to do this by filtering on the Deals object for all deals in that amount and date ranges, and then exporting to Excel to get unique values for Associated Contacts. Is it possible to do within HubSpot? 

It wouldn't matter if it was available as a property on the Contact created by workflow, a view, a list, or a report. 

Thanks!

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Hi @SPowell22,

 

This is easily achieved with a contact-based list under Menu > Contacts > Lists:

 

karstenkoehler_0-1700761012616.png

 

Once you click on 'Deal properties', you can specify amount and close date. HubSpot will populate the list with all contacts where there is at least one deal meeting the criteria.

 

Best regards!

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

Beratungstermin mit Karsten vereinbaren

 

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2 Replies 2
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Hi @SPowell22,

 

This is easily achieved with a contact-based list under Menu > Contacts > Lists:

 

karstenkoehler_0-1700761012616.png

 

Once you click on 'Deal properties', you can specify amount and close date. HubSpot will populate the list with all contacts where there is at least one deal meeting the criteria.

 

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.

SPowell22
Participant

Thank you!

0 Upvotes