Introduction

Creating filters in HubSpot allows you to segment your contacts, companies, deals, and other objects based on specific criteria. Filters help you organize your data, target specific audiences, and generate more focused reports. This guide will show you how to create filters in HubSpot step by step.

Why Creating Filters in HubSpot Is Important

• Improves Data Organization: Filters help you sort and manage large datasets, allowing for better data organization.

• Enhances Targeting: By filtering based on specific conditions, you can focus on a particular group of contacts, companies, or deals.

• Saves Time: Filters allow you to quickly find relevant information without manually searching through large lists.

• Boosts Reporting: Filters make it easy to generate reports tailored to your specific business needs.

How to Create a Filter in HubSpot

Step-by-Step Guide

1. Go to Object List: Navigate to the Contacts, Companies, Deals, or another object list you want to filter in HubSpot.

2. Click on Advanced Filters: In the top-right corner of the list view, click the Advanced Filters button.

3. Choose a Property: Select a property you want to filter by (e.g., Contact Owner, Deal Stage, Company Size).

4. Set Your Condition: Define the condition for the filter. For example, you could filter by "Contact Owner equals [Name]" or "Deal Stage equals Closed Won."

5. Combine Filters: If needed, combine multiple filters using AND or OR to further refine your results.

6. Apply the Filter: Once you've set your conditions, apply the filter to view the segmented list.

Best Practices for Using Filters

• Use Filters Regularly: Filters can help you quickly locate specific data, so use them regularly to keep your lists organized.

• Combine Filters: Use the AND and OR conditions to create complex filters that meet your specific requirements.

• Save Your Filters: Save frequently used filters to quickly access the data you need in the future without recreating the filter every time.

Summary

Creating filters in HubSpot is a powerful way to segment your data and streamline workflows. Filters allow you to organize and target contacts, companies, and deals efficiently, making it easier to manage your CRM. By using HubSpot’s filtering system, you can customize your views and generate specific reports based on tailored criteria.

Superjoin: Data Connector for Google Sheets

While filtering data in HubSpot is an excellent way to segment information, managing large datasets across platforms can become overwhelming. Superjoin is a powerful data connector for Google Sheets that allows you to import HubSpot data directly into spreadsheets. With its 2-way sync feature, you can update and filter data in Google Sheets, then push those changes back into HubSpot. Superjoin makes managing large volumes of data more efficient. Try Superjoin today!