Build a list of companies

brittwhittemore

I would love to be able to create a static or smart list of companies. Right now, you can create a list based on company fields, but it generates contact names, not companies.

76 Replies
tpgoebel
Member

Any B2B company would need this feature. Our customers are companies, not individuals. 

ethankopit
HubSpot Product Team

Hi Everyone! My name is Ethan and I'm a Product Manager at HubSpot. I'm exploring how to enable better Account Based Marketing and Account Based Sales in HubSpot and I've read through every comment on the thread. I'd love to get more feedback from anyone who is willing to chat for 20 minutes. Fill out this form and I'll reach out directly: https://forms.gle/ZEfA5FspV8C2AkZG8

LeadJen
Participant

This is great news, Ethan! Unfortunately, it looks like the form is locked down at the moment.

 

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ethankopit
HubSpot Product Team

Hey @LeadJen (great name btw) - thanks the heads up! The form is now fully accessible. I editted the comment above, but here's the new link just in case: https://forms.gle/ZEfA5FspV8C2AkZG8

LeadJen
Participant

Still getting the same response. 😞 (Obviously, we're very interested in chatting with you about this topic!)

ethankopit
HubSpot Product Team

Well that's genuinely embarrassing. @LeadJen now it should be solved.

auto_mate
Contributor

@ethankopit Hi, I will happily reply to a form, but that one is quite odd, it's not clear which fields to fill, and all users data can be seen be other users. So, that form is not for me. If you change the form please let me know. Thanks

GaryJLavin
Participant | Partner

Agreed this is needed for any B2B company.

felicitytindall
Member

I would love to be able to create a list of companies too.

 

Thanks

itsmaret
Participant

Yes to this idea!

 

It would be so good to use lists to segment companies. Even if it's just for internal use - it would be tremendous. Please make this a feature! 

kristen_sb
Contributor

This is a CRM we're paying for ....isn't it? I find it utterly unbelievable that we can't create a list of companies without contacts. This feature should have been added a long time ago. 

ethankopit
HubSpot Product Team

Hey everyone! I just wanted to make sure you're aware of the ability to create a View (which is essentially a list) of Companies in HubSpot. If you're looking to create a list of Companies to pass along to a rep or you just want to see how many companies in your Hubspot that use a particular technology or are in a certain industry, this is a good solution. You can even save these views for future use. Check it out here: https://knowledge.hubspot.com/articles/kcs_article/contacts/create-saved-filters

The only thing you can't do with a View is use a view in Automation. But, if you just want to see a list of Companies based on the properties attached to those Companies, this should do the job. 

If you're new to the thread, I'm the Product Manager responsible for making HubSpot support a more account based approach. We're aware of these gaps and working actively to fill them. If you'd like to chat with me - fill out this form: https://forms.gle/G6XMQxHEsWNaCXpy6! I'd love to hear your feedback.

RiccardoPisani
Top Contributor

Hi there, 

 

would be great having the possibility to build lists of companies. To date, we can create only views on companies and we cannot use them in Workflows (Company-workflows).

 

Cheers,

Riccardo

Chrisirwin
Member

Yes, I need the same. It is frustrating that everything works around contacts instead of companies. I need to create an active list of top targets according to a priority field I added. Otherwise I have to escort to Excel 🙁

Suttungr
Member

We are a Chamber of Commerce, and it is essential to find the most active companies and the most inactive companies, based on contacts data (last e-mail opened, the last email read, web page visited etc.). I can not seme to do that today. List for companies, with the same features as lists for contacts, would solve all this, I think.

BuySellAdsDave
Member

 

Still surprised this hasn't been handled.  I'm working to do something as simple as assign Companies to a Static List, so that I could take everyone on that list and reassign the owner. I SHOULD be able to do this at the Company level, which would roll down to the Contacts (assuming I have that enabled of course), as with any other CRM.

Is there an ETA on this feature, or is it still being taken under consideration for future work?

 

Thanks!

ethankopit
HubSpot Product Team

Hey @BuySellAdsDave! We're actively working on it! But, in this case you could actually solve that problem pretty fast without lists. There's a setting in Settings --> Contacts & Companies --> Contacts called "Assign Company Owner to Contact by Default" which, if you toggle on, means you would only have to create a View of all the companies you want to change and then bulk edit the Company Owner field and it will filter down to all associated Contacts. 

rubihalfon1
Participant

So true. We also need it!

NCO
Top Contributor

This is a much-needed feature!

Hubspot is very contact-oriented (ie. lists are contacts, workflow re-enrollment is much more contact friendly) and there are plenty of users in B2B or account-based industries where filtering companies is much more preferred than filtering contacts.

The lists tool should have two sections to it - filtering by companies and filtering by contacts.

 

Over/Under July 2021 until this gets addressed?

LeishaR
Member

Yes!!! This a much needed feature for B2B!