Tips, Tricks & Best Practices

JMorchipont
参加者

Extract emails of contacts from a list of companies

解決

Hello, 

I'd like to gather some thoughts about what would be the best way of extracting a list of contacts that are linked to a company.

I have a view of companies based on specific filters that are on companies properties, and I want to be able to have a view or a way into hubspot to gather all the email addresses of people that are into these companies. 

I looking for ways to link company properties to contacts or else, but I couldnt find a solution. Any tips ? Thanks!

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karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Extract emails of contacts from a list of companies

解決

Hi @JMorchipont,

 

This is best done with a contact-list: https://knowledge.hubspot.com/lists/create-active-or-static-lists

 

When you create a list and add a filter, you can replicate the filters from your company view here:

 

karstenkoehler_0-1709135438543.png

 

HubSpot will return all contacts associated to companies meeting your criteria. In the list view, you can then include the email column (if it's not there yet) and export the list.

Best regards!

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

Beratungstermin mit Karsten vereinbaren

 

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Lucila-Andimol
ソートリーダー | Platinum Partner
ソートリーダー | Platinum Partner

Extract emails of contacts from a list of companies

解決

Hey @JMorchipont 

so to get a list of contacts you need to make a Contact's list (not a company list)

and as a filter you can choose the Associated company or company name.

you can also try this

Screenshot 2024-02-28 at 17.13.49.png

Hope this helps

María Lucila Abal | COO Andimol
HubSpot Expert, Community Champion & Certified Trainer (12+ years)

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karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Extract emails of contacts from a list of companies

解決

Hi @JMorchipont,

 

This is best done with a contact-list: https://knowledge.hubspot.com/lists/create-active-or-static-lists

 

When you create a list and add a filter, you can replicate the filters from your company view here:

 

karstenkoehler_0-1709135438543.png

 

HubSpot will return all contacts associated to companies meeting your criteria. In the list view, you can then include the email column (if it's not there yet) and export the list.

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.

0 いいね!
JMorchipont
参加者

Extract emails of contacts from a list of companies

解決

Thanks, quite useful!

0 いいね!