[Now Live] Multi-select in data sync filters

[kvlschaefer]

What is it?

When using our supported data sync apps like Dynamics 365 or Zoho CRM, the filter allows you to limit the records that are involved in the sync.

On the HubSpot side, you filter on the basis of the lists, which have advanced filtering logic built-in. However, for your third-party app, we cannot offer the same type of granular filtering. You can only filter one property at a time.

A new operator

While we are building out an advanced filtering component to construct complex filters, we've pushed live a smaller improvement to the current filter: a new operator called 'is equal to any of'

Why does it matter?

Previously, we would only offer the operator 'is equal to' . This severely limited how you could leverage the single data sync filter and didn't allow for much flexibility when filtering on certain properties.

For example, when using Google Contacts, you could only choose to sync contacts carrying one certain label, with the alternative being syncing over all contacts, or none at all.

How does it work?

Thanks to this improvement you now have access to a multi-select if you select the operator 'Is equal to any of'

Several filters in our wide range of apps benefit from this improvement. It includes filters on sales reps, territories, statuses, lists, tags, etc. The operator is being rolled out gradually across all 100+ data sync apps where applicable.