Companies based on Deals/Line Items

[esealpha]

We have loaded all the Deals we've had over the past 5 years. We can look at each Deal and see the associated Line Items (which are also pulled from our Products Object).

So now, I want to make an Active List of all the Companies that have purchased Product XYZ over the last five years so that I can then create a contact list for Marketing.

The issue I am having is that a Company list does NOT have visibility into the Line Item Object in Deals. So I cannot say Company ABC ordered Product XYZ in the last five years.

A Contact List DOES have visibility into Line Items but none of our deals are associated with Contacts.

HubSpot seems to be operating under the assumption that all users are B2C companies and therefore deciding that only individuals make purchases. We are strictly B2B so we associate Companies with Deals, not individuals. This may not be the case, but I can't see why they don't allow this.

So I'm looking for suggestions for ways around this.

[emanueler]

I would like also to emphasize the fact that at the moment, lineitem filter can be run in REPORTS (where can I relate the line Item data table with the Company one) but not in LISTS and WORKFLOWS; I can't really explain this discrepancy.

[MrBean]

Outside of custom reports it would be helpful to have that association. 

[esealpha]

We currently have 15k Contacts, 3k Companies, 300k Deals, and 120k Products. Manually associating any of those is a no go.

[JSterling]

I also work in the B2B space and just got everything settled in. While I did do many things manually, that was a mistake. In this situation, there are some simple manipulations that can cover a ton of the work you don't want to do.

I am assuming the following:

• Your Line Items are assigned to Deals
• Your Deals are assigned to Companies
• Your Companies have at least one Contact
• To read the line items you need Deals to have at least one associated Contact
• You have access to Excel or Google Sheets

You can export each object type as a CSV, in this case Companies and Contact. The only information you will need is the "Associated Deals" for Companies and the "Associated Companies" for Contacts, so limit the view before exporting. You can do that under the Action dropdown.

Your Companies and Contacts exports should have 4 columns. Ignore the plain text names, the only thing that needs to be parsed are the "ID" columns. In the Contacts export sheet use VLOOKUP in Excel or Google Sheets to cross reference the "Associated Company ID" on the Contacts export with the Record ID column on the Companies export. The second clause in VLOOKUP can output the "Associated Deal ID". Double check that it works with the first three cells, and assuming all is well you can autofill the other 15k contacts. Once it finishes processing (which may take a while for 15k, but way less than 300k if we did it the other way) check for errors with filter views, and assuming all is well you can import it straight to HubSpot. I'd also recommend some Workflow automation for new customers so you only have to do this once.

I have done much to get around the B2C nature of HubSpot, but once you get the records where they need to go I prefer it way over Salesforce. I'm not sure if what I outline above will get you where you need to go, and really I hope you found a solution back in June when you asked! 😄

[CAnderson716]

Hi @esealpha, this is definitely a bit of a workaround, but I would use automation on the side of your CRM and create a custom product field, one for each product, as checkboxes on your Company or Account object. I would then create an automation that updates the field value of the product checkbox when that product is listed in the line item of a deal associated with that account.

Then on the Marketing Hub side, I would create an Active List of Contacts based on their associated companies with, for example, the Product X field checkmarked value to true.

If you only want to create a list of contacts that were associated with deals, again I would do this association on the CRM side and then use the association to create an active list in Marketing Hub.