HubSpot Ideas

Cryptoshua

Lists for Deals and Custom Objects

Many users need the ability to create lists for more than just Contacts and Companys. The ability to create lists for "deals" and importantly "custom objects" is essential and NEEDS to be native. 

 

Because it is not, we cannot enroll custom objects or deals into workflow automations easily.

 

Solution: take same logic of list creation for Contacts and apply it to Deals and custom objects. 

HubSpot Updates
Delivered
October 23, 2023 09:34 AM

September 19, 2023 12:00 PM

Hi folks,

 

Thank you for voting on this idea! I'm happy to say that Deal Lists and Custom Object Lists are now available!

13 Replies
fiberpunk
Contributor

Agreed! This would be a step towards getting rid of external sheets and other outside tools to manage common business workflows.

danmoyle
Most Valuable Member | Elite Partner

Love this idea! Just read a similar ask in another forum here in Community and found this - we shouls all upvote becasue I can see a ton of value in this! 

Jnix284
Most Valuable Member | Elite Partner

such a great idea, it would really add a lot of value to create deal based lists.

JOpie
Top Contributor

Yes! Yes! Yes! This is a constant bug and while you can do workarounds, they are so painful...please make this native!!! Views are not lists...

BrendonTW
Participant

Yes! Unfortunately I am probably going to have to abandon HubSpot due to this inability. I've been developing it out on the enterprise platform levels. Last night I got to the point of finally making the lists and realized it wasn't possible. This was super disappointing as I've made substantial investments into HubSpot. 

JOpie
Top Contributor

Just in case people have missed this: HubSpot now provides deal-based lists:

JOpie_1-1692370689547.png

🙂

 

 

Jnix284
Most Valuable Member | Elite Partner

Thanks @JOpie, I was coming here to say the same thing when I saw the latest message from @BrendonTW - the deal based lists are a great new feature!

Cryptoshua
Member

@BrendonTW. We have run into tremendous scenarious where lists for custom objects are needed. With that said, there is almost always a tedious workaround with custom workflows depending on what your trigger criteria is for inclusion into the "list". If you cannot figure it out on your own, hubspot enterprise offers great support to enterprise users and can usually solve the problem for you with a workaround. 

AndresBustos
HubSpot Product Team

Hi folks,

 

Thank you for voting on this idea! I'm happy to say that Deal Lists and Custom Object Lists are now available!

fiberpunk
Contributor

Thanks @AndresBustos ... this is good stuff indeed! What I would love to see is enabling columns for associations (ie. most importantly: contacts) ... hoping that this might be implemented in the future. 🙏

BrendonTW
Participant

Awesome! Hugely helpful. Thanks!

Cryptoshua
Member

@AndresBustos That is excellent news. Thank you!

AndresBustos
HubSpot Product Team