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Search contacts, companies and deals by custom properties

We need the ability to search (not filter) based on custom properties.

 

Use case: I am speaking with someone on LinkedIn and need to find them within the CRM. Her name and email do not give the correct results.

 

If I could search her by LinkedIn URL (custom property) I would always get the correct results because people have many email addresses but only one LinkedIn URL.

30 Replies
philanniss
New Member

I am trying to promote Hubspot as our primary company process management tool. This requires seemless interface with our backend (rigid!) accounts package where we ultimately create our quotes / orders / invoices. 

 

To effectively use HS as our primary business tool we need to be able to search on order number / invoice number etc. We can relatively easily push this data into HS but then it is impossible to search on them. This is a fundimental barrier to broader use of HS as our primary company organisation / workflow tool.

 

I understand HS is coming at it from the sales / inbound marketing end, BUT it's simple, basic functionalities could provide an awesome platform for broader use across the business - giving the whole team complete visibility on historical + ongoing customer / supplier comms on all orders. We work in relatively custom, system supply business.... with lots of comms on the specifications of most orders.

 

We have just created a Fulfilment pipeline as a means for sales people to be able to see exactly what is going on and where their orders are sitting in the fulfilment process, which can take from 2 days to 6 weeks to complete. Every closed won Deal generates a new Fulfilment deal (using workflow rules) and a new Fulfilment HS user is identified as the owner of the fulfilment process and achieving the ship date. To make this work, all we need is to be able to tie Quote numbers to Sales Deals and Order / Invoice numbers to Fulfilment deals.

 

Ideally we could do this by changing the status of the Deal from sales to fulfilment so all info is in one place BUT I realise that is too big an ask right now!!

 

So for now, I just want to be able to search on custom properties and we'll work around everything esle!

EugeneSherpa
New Contributor

Hi

 

I struggle with same issue. Maybe my custom solution will help.

I use HUBSPOT API to do this

 

Read my tutorial:

https://www.sherpadesk.com/blog/use-hubspot-api-to-generate-custom-reports

 

Eugene

tadelmeyer
Occasional Contributor

We also need to be able to search by company name when in the Contacts view within the app. Right now you can only search by contact first and last name and email.

trudy
Regular Contributor

This is a must have for us as well. We use Salesforce, and I've been testing Hubspot for a small subset of our team before we scale up to everyone. Our users create groups that we keep track of by unique ID and I need to be able to search by ID, otherwise, many groups are self-named the same thing.

 

I've liked Hubspot so far, though I've come across various small issues. This missing search functionality is a big one though, and very well could mean that we don't switch to Hubspot after our test month. It seems like common sense to be able to easily search through everything you add. If the worry is that the search dropdown will be overwhelmed, then maybe add additional search functionality as an advanced search button.

attilioorelli
New Contributor

This is  a must have also for us.

We need to search deals by custom properties.

Hope yoou'll fix it asap.

 

BR, Attilio

Lina
New Contributor

This is essential for my business. I seldom need to search for name nor email but on a custom property that is unique for each customer so filters do not solve this for me.

 

Hoping to see this feature soon Smiley Happy

 

 

ag
New Contributor

Any update on this? Let's make it happen! Thank you. 

bludkiewicz
Visitor

Not being able to perform a search on custom properties is really limiting what we can do with your platform.  Please include this functionality on the api as well.  Thanks.

brkn
Regular Contributor

Thank goodness! 🙏 something I've wanted since I started using HS! Only other company that did this was Propserworks. Absolutely essential!

joshzamora
New Contributor

This is a fantastic idea and would be extremely useful for our team.

 

Our clients' companies usually have a different dba name and legal company name, but the search bar currently can only search by the dba name. It would help our sales team efficiency to quickly search the dba name and legal company name without needing to use filters.