Lists, Lead Scoring & Workflows

dwc1993
Participant

Using Company List membership as Contact Filter for List Building

SOLVE

I need the ability to create CONTACT lists based off of Company list membership. 

 

USE CASE: We have a list of comapnies in a particular buying group (we don't want to create new properties for every buying group membership, so we went with LISTS); however, when I go to try and make a list of CONTACTS within this buying group (based on their company association), I can't.

 

In summary, I'd like to be able to create a company list, then build a CONTACT list from companies ON that list.

1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Using Company List membership as Contact Filter for List Building

SOLVE

Hi @dwc1993,

 

This has been requested by other users before: List of contacts from list of companies

 

I'd recommend upvoting and commenting. The product team reviews these requests based on their popularity.

 

Generally, you should be able to re-create the company property filters of your company list as company property filters in your contact list. It's an added step but should solve the issue:

 

karstenkoehler_0-1658047325000.png

 

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.

View solution in original post

6 Replies 6
AdamWS
Participant

Using Company List membership as Contact Filter for List Building

SOLVE

Thanks Karsten - the one thing you don't mention (but assume your reader knows) is that this is done by creating a HubSpot report, not a view in the contacts nor in creating a new list.  Or at least that's how I figured out how to do it after the other two options didn't work for me.

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

Using Company List membership as Contact Filter for List Building

SOLVE

Hi @AdamWS,

 

A report is not necessarily required. If you want all contacts associated with companies from a specific list and that list filters for specific company types, for example, you can as well create a contact list of contacts who are associated with companies of those types. This can be done directly in a list.

 

For more complex filters, this might not be possible anymore but generally it should be.

 

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.

MMazurski
Participant

Using Company List membership as Contact Filter for List Building

SOLVE

I want to add myself to this list. I also need this feature!. How can I vote for the feature to be developed?

0 Upvotes
DianaGomez
Community Manager
Community Manager

Using Company List membership as Contact Filter for List Building

SOLVE

Hi @MMazurski hope you are doing well!

 

You can upvote the idea here. This way it will have more chances to be implemented in the future 🙂

 

Best,

Diana

 


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

Using Company List membership as Contact Filter for List Building

SOLVE

Hi @dwc1993,

 

This has been requested by other users before: List of contacts from list of companies

 

I'd recommend upvoting and commenting. The product team reviews these requests based on their popularity.

 

Generally, you should be able to re-create the company property filters of your company list as company property filters in your contact list. It's an added step but should solve the issue:

 

karstenkoehler_0-1658047325000.png

 

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.

ZSinger
Contributor

Using Company List membership as Contact Filter for List Building

SOLVE

The use case where this does not work, is if there are specific companies that one wants to manually exclude based on sales rep preference etc. The ideal workflow there would be :

 

Create Company List with Filters as Static List

Manually remove companies from lists that you do not want to contact for a given campaign

Filter contacts who are associated with companies on the static company list. 

 

This would be very helpful where reps want to exclude certain companies based on personal preference, history, etc.  

0 Upvotes