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New company list filter: was enrolled/completed a workflow

Nitsan

Hi,

It will be very helpful to have this filter that's already exist on the contacts level.

I need it to filter all companies that were enrolled in a workflow retroactive.

There is a way to add to a static list or using a dedicated company field in advance (before activate the WF) to mark these companies but it doesn't help after the companies were already enrolled. There's no way to identify them later if I didn't use this solution.

Thanks!

14 Replies
RDePauw3
Participant

I agree, this is a crazy miss on HubSpot

V_Mendonca
Member | Elite Partner

Totally agree! I needed to do this for a client and since it was for companies that had concluded the workflow, I had to do it mannually. 

lemonteiross
Participant | Elite Partner

Yeee! Love to see it!

Tesore
Top Contributor | Elite Partner

Great idea! 

JFoster87
Participant

Absolutely agree as well! I don't know how we're incapable of doing this since we're able to do this from the contact level already...

HubSpot, please add this filtering criteria to the company list creation as well!!

RobC3
Member | Platinum Partner

This is a must have for clients who market to accounts rather than individual contacts

CMcRae-Thompson
Contributor

This is a MUST HAVE for our business that works at the company level!

TArnoldGZ
Participant

bump - this is a must. Workflows update values on Companies the same way they do on Contacts. If there's an error in a company workflow and I need to quickly identify what companies were effected, there's currently no way for me to do this. 

LéoFontes
Member

It's been 2 years and they still haven't implemented this feature 😞

MarissaStone
Participant

How is this not an option yet? At the very least, allow us to build a report with company and workflow.

SLane-Hawn
Participant

This is rediculous that this isn't an option. Company-Level list filters should be the same as Contact-Level List filters. 

When can this be fixed?!

smarino98
HubSpot Employee

Hi team, we already have this feature for contacts, customers are requesting frequently this feature.

PPircher
Member

Also need this feature.

SKljajic
Member

ths is really crazy not to have