Combining Contacts and Companies into a Single Static List
SOLVE
We work with a variety of partners in our business - some are companies and some are individuals. I would like to combine both into a single list but there does not seem to be an easy way to do this. I can build EITHER a Company-based list OR a Contact-based list but not put the two together. Is this possible?
Combining Contacts and Companies into a Single Static List
SOLVE
It is possible to combine both Contacts and Companies into a single static list, but it may require a bit of a workaround since most platforms treat these as separate entities.
Export your data
Consolidate the data
De-duplicate entries (if needed)
Reimport the combined list
Alternatively, if you prefer to manage this within your CRM, you can look for options to tag or categorize both Contacts and Companies in a unified way. Use those tags to create a filtered view or report that includes both entity types in one place.
As this is not possible within HubSpot, a potential solution is to create a new object for all partners OR export contacts and companies separately and combine them in Excel/sheet/CSV with similar properties for reporting purposes, etc.