Pulling a report that shows all contacts with primary and secondary company associated
resolver
Hello,
Recently I reached out to HubSpot Customer Service asking, how I can create either a view or a list that would show me contacts with both primary and secondary company associated. It turned out there is no way to do it.
However, I found a workaround I wanted to share with you all:
- in HubSpot go to companies, add column "associated company ID's" to current view
- export all companies to CSV, open the export file in Excel
- put a filter on in Excel, show all cells that have ";" in "associated company ID's" column. This will show all contacts with 2 companies assigned.
to see what the company names are in separate columns:
- go to HubSpot, export all companies, including company ID and company name
- copy the data from Excel view created earlier into separate Excel file
- do "text to columns" function in excel on column "associated company ID's" using ";" as delimiter - this will put company ID's in separate columns.
- to get company names use function vlookup on each of these new columns to pull company names from all company export