How To Filter In Hubspot

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Hubspot is a powerful CRM platform that offers numerous features to manage and organize customer data effectively. One of the essential features is the ability to filter data, which allows you to segment and drill down your data sets to find the exact information you need. Whether you’re a first-timer or a seasoned HubSpot user, understanding how to use filters can help you retrieve information more efficiently. In this blog post, we will guide you on how to filter in Hubspot.

Understanding Hubspot Filters

HubSpot’s filtering feature enables users to display specific data based on certain criteria. You can filter contacts, companies, deals, and other datasets. Each of these data categories has unique properties that can be used to create filters.

How to Create a Filter in HubSpot

Filtering in HubSpot is a straightforward process. Here are the steps to create a filter:

  1. Navigate to your HubSpot dashboard.
  2. Choose the area you want to filter (Contacts, Companies, Deals, etc.).
  3. Click on the “Add filter” button.
  4. Select the property you want to filter by.
  5. Choose the filter type and enter the filter value.
  6. Click “Apply filter”.

And voila! You’ve successfully created a filter in Hubspot. Let’s delve deeper into the process with some example code.

Example Code

Suppose we want to filter companies based on the number of employees. Let’s say we want to find companies that have more than 50 employees. Here’s how we’d do it: 

    // Navigating to Companies tab
    navigateTo('Companies');

    // Clicking on 'Add filter' button
    clickButton('Add filter');

    // Selecting 'Number of employees' property
    selectProperty('Number of employees');

    // Choosing filter type 'is more than'
    chooseFilterType('is more than');

    // Setting filter value to 50
    setFilterValue(50);

    // Applying the filter
    clickButton('Apply filter');

These lines of pseudo-code represent the steps you would take to interact with the HubSpot interface to apply the filter you need.

Conclusion

Filtering in HubSpot is an advantageous tool that can save time and enhance your data analysis. As you continue to use HubSpot, you’ll find that the ability to filter data effectively is an integral part of managing and understanding your customer information. We hope this guide has assisted you in getting started with filters in HubSpot.