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LKelman
Participant

can i build a list in hubspot of the primary contact of a company

SOLVE

Hi Team,

 

Can i build a list in hubspot of the primary contact of a company?

 

Thank you

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

can i build a list in hubspot of the primary contact of a company

SOLVE

Hi @LKelman,

 

How exactly are you documenting who the primary contact is?

 

Assuming that you're doing this through an association label, you would have to create a list of contacts and create a company filter on that contact list. For example, filter for contacts who are associated with a company whose Create date is known (this would include all companies). Once you add a company filter, you can specify the association label - in this case your filter for the primary contact.

 

If primary contact status is a contact property, simply look it up under the list filter category for Contact properties.

 

If that's not it, please share a screenshot how you're currently documenting it.

 

Let me know if you have any follow-up questions!

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

can i build a list in hubspot of the primary contact of a company

SOLVE

Hi @LKelman,

 

How exactly are you documenting who the primary contact is?

 

Assuming that you're doing this through an association label, you would have to create a list of contacts and create a company filter on that contact list. For example, filter for contacts who are associated with a company whose Create date is known (this would include all companies). Once you add a company filter, you can specify the association label - in this case your filter for the primary contact.

 

If primary contact status is a contact property, simply look it up under the list filter category for Contact properties.

 

If that's not it, please share a screenshot how you're currently documenting it.

 

Let me know if you have any follow-up questions!

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.

0 Upvotes