Filter by Products in Lists

Hi! I would like to be able to use the Products in the Product Library within HubSpot Sales for creating smart lists, where we can filter by product. This would be a great feature for other targeted marketing or sales efforts. Thank you!

HubSpot updates
21 Replies
HubSpot Moderator
HubSpot Moderator

Hi @tbls-amanda The Products object has not yet been added to the Smart List criteria. I can certainly see where this could be crucial for a marketing task. 

 

I'm going to move this to our ideas forum for further comment. Can you add a bit more context to your request? 

 

Thank you,

Ed Justen

MorganneH
Occasional Contributor
Thomas_Vanguard
Regular Contributor

Apart from consistency across teams this function is a little flat right now.

 

  1. Filter Deals by Product should be a bare minimum feature of this.
  2. Filtering and creating Smart lists based on Product & Deal stage should also be included
  3. Triggering Workflows based on Product and Deal Stage should eventually become available (but bearing in mind creating a Deal can't trigger a workflow still isn't a feature we won't hold our breathe!!)
CTAKevin
Regular Contributor

Product should also be an column which can be pulled out and export.

 

 

AgileJohn
New Contributor

Why is this not added already?????

clioi
Top Contributor

Hi @edjusten any updates on this? Thanks!

Scheel
New Contributor

Will it take a long time before it's ready? - Missing it very much!

HubSpot Moderator
HubSpot Moderator

Hi all. Creating contact list segments (in the marketing hub) by product is available. Creating filtered lists in the Deals object on the Sales hub, is not yet possible. The product team will comment further if there is any change here. 

 

Thank you,

Ed Justen

clioi
Top Contributor

Hi @edjusten, we really need this feature enabled on the sales side too, do you have a timeframe for this? Also, we should be able to remove the product field from the 'create deal' form, instead of being a default one.

mmercado
New Contributor

 Please enable this.