Tips, Tricks & Best Practices

JMorchipont
Participante

Extract emails of contacts from a list of companies

resolver

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
Solução
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

Extract emails of contacts from a list of companies

resolver

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
Autoridade no assunto | Parceiro Platinum
Autoridade no assunto | Parceiro Platinum

Extract emails of contacts from a list of companies

resolver

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
Solução
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

Extract emails of contacts from a list of companies

resolver

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.

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JMorchipont
Participante

Extract emails of contacts from a list of companies

resolver

Thanks, quite useful!

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