Lists, Lead Scoring & Workflows

GHector0
Participant

Filter by Form Name Contain

SOLVE

Hi,

 

Any ideas if it is possible to create a list filter or workflow where the criteria is Form Name - Contains, rather than having to specify exact form names as filters?

 

We are migrating over from Active Campaign and via tracking code, can see forms that have been completed there. I want to create a list, filtering by the AC form number.

 

Many thanks

2 Accepted solutions
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Filter by Form Name Contain

SOLVE

Hi @GHector0,

 

This can be done by filtering for the contact property "Recent conversion has ever contained any of", see here: https://knowledge.hubspot.com/properties/hubspots-default-contact-properties

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Filter by Form Name Contain

SOLVE

@GHector0 exactly, it will be overwritten – which is why I suggested to filter for "has ever contained".

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

View solution in original post

5 Replies 5
VDumont
Participant | Diamond Partner
Participant | Diamond Partner

Filter by Form Name Contain

SOLVE

It would be much easier to manage form filters !

0 Upvotes
GHector0
Participant

Filter by Form Name Contain

SOLVE

Apologies, I was looking at contact filter and hadn't looked in the list filter. Excellent, thanks for your assistance.

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Filter by Form Name Contain

SOLVE

Hi @GHector0,

 

This can be done by filtering for the contact property "Recent conversion has ever contained any of", see here: https://knowledge.hubspot.com/properties/hubspots-default-contact-properties

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

GHector0
Participant

Filter by Form Name Contain

SOLVE

Thank you, yes that works. The specific phrase on the filter is "contains exactly" for others references. I am presuming that, this will only look at the most recent converstion (as the name suggests) so if I search based on a form submission that was superceded by another submission, it will not return a result?

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Filter by Form Name Contain

SOLVE

@GHector0 exactly, it will be overwritten – which is why I suggested to filter for "has ever contained".

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.