Create a list of contacts based on an associated custom object

SOLVE
thomas25
Participant

Hey,

 

Is it possible to make a list of contacts based on a custom object that is associated with contacts?

 

Thanks,

 

Thomas

1 Accepted solution

Accepted Solutions
karstenkoehler
Solution
Thought Leader | Partner

Hi @thomas25,

 

HubSpot has confirmed here that custom object properties can currently not be used as filters in active lists: https://community.hubspot.com/t5/CRM/Ask-Me-Anything-Custom-Objects/m-p/376481/highlight/true#M12248...

 

Until the product team introduces this feature, you'd have to use your workaround.

 

I've updated my first post with this information, my apologies for the incorrect information.

 

Best regards!

Karsten Köhler
Freelance Digital Marketing Advisor

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4 Replies 4
karstenkoehler
Thought Leader | Partner

Hi @thomas25,

 

Like other object properties (Deals, Products, Companies), you'd expect these properties of your custom object to show up as list filters. However HubSpot has confirmed here that this is currently not possible.

 

Once this is introduced, you would filter for "At least one associated [object] has Create date is known" to get a list of all contacts that are associated with an object of that type.

 

Hope this helps!

Karsten Köhler
Freelance Digital Marketing Advisor

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0 Upvotes
thomas25
Participant

Hey Karsten,

 

Thanks for answering my question. For some reason, my custom object does not show up as an option in the filter type list. I know that there is a workaround using workflows (filter my contacts in a workflow based on a property of the custom object) as a filter type but this may overcomplicate things. 

 

I already managed to import customobjects and associate them with contacts so there does not seem to be anything wrong with the customobject or the association. 

 

Any thoughts on what goes wrong here?

 

Thanks!

 

Thomas 

0 Upvotes
karstenkoehler
Solution
Thought Leader | Partner

Hi @thomas25,

 

HubSpot has confirmed here that custom object properties can currently not be used as filters in active lists: https://community.hubspot.com/t5/CRM/Ask-Me-Anything-Custom-Objects/m-p/376481/highlight/true#M12248...

 

Until the product team introduces this feature, you'd have to use your workaround.

 

I've updated my first post with this information, my apologies for the incorrect information.

 

Best regards!

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


Hat mein Beitrag deine Frage beantwortet? Bitte hilf der Community und markiere ihn als Lösung.

View solution in original post

thomas25
Participant

Hi Karsten,

 

Thanks for your response!

 

Kind regards

 

Thomas