Step-by-Step Guide to Adding Filters in HubSpot

How to Add a Filter in HubSpot

Adding a filter in HubSpot allows users to segment and manage their CRM records efficiently, catering to specific criteria. This process is integral for businesses aiming to customize their views based on particular properties or conditions. Whether you're dealing with contacts, companies, deals, tickets, or custom objects, HubSpot provides a straightforward method to create both default and custom filters.

While manual filtering in HubSpot is effective, automating your HubSpot operations with Bardeen can significantly enhance your efficiency. Download Bardeen and start automating today!

Add a Filter in HubSpot

To begin adding a filter in HubSpot, navigate to the specific object home page you wish to filter. This could be Contacts, Companies, Deals, Tickets, or any other CRM object. HubSpot's interface offers a unified approach to accessing these records, ensuring a consistent user experience across different CRM components.

Once on the object home page, you can choose to filter records using common default properties by selecting from the dropdown menus provided. These default properties vary depending on the object and may include options like Contact Owner, Create Date, Last Activity Date, and Lead Status.

If the default properties do not meet your requirements, HubSpot allows for more granular filtering through the "Advanced filters" option. Here, you can add or update filters based on other properties specific to the object you're working with.

1. Click "Advanced filters" to open the filtering panel.
2. If any quick filters are selected, they will appear at the top. You can choose to hide these if they're not needed.
3. Click "+Add filter" to begin setting up a new filter. Search for and select the property you want to filter by.
4. Set criteria for the selected property, then click "Apply filter".
5. To add more criteria, click "AND" or "OR" to set how the filters should interact with each other.
6. If necessary, duplicate a group of filters by clicking "Clone" or remove them by clicking the delete icon or "Delete" above the group.

After applying the desired filters, you can clear all filters from a view by clicking "Clear all" or save the current filters and settings for future use. To save, click "Save" in the top right. This updates the filters and settings for the current view. If you wish to create a new view with these filters, select "Clone view", enter a view name, choose a visibility setting, and confirm.

Create a Custom Filter View in HubSpot

For those requiring a more tailored approach, creating a custom filter view in HubSpot is a practical solution. This process is particularly beneficial when the standard filtering options do not align with specific business needs or when there's a need to frequently access a uniquely filtered set of records.

To create a custom filter view:

1. Navigate to the object home page where you want to create the view.
2. Apply the desired filters following the steps outlined in the "Add a Filter in HubSpot" section.
3. Once the filters are set, click "Save" or "Clone view" to save these filters as a new view. Provide a name for the view and select its visibility settings.

This custom view will now be accessible from the object home page, allowing for quick access to segmented records based on the defined criteria.

Check out how to integrate HubSpot with Salesforce, integrate HubSpot with LinkedIn to enrich and speed up multi-channel outreach, and sync HubSpot and Slack for instant alerts.

Understanding how to effectively add and customize filters in HubSpot empowers users to efficiently manage and analyze their CRM data, leading to more informed business decisions and streamlined operations.

While adding a filter in HubSpot can significantly improve your CRM data management manually, automating your HubSpot operations can elevate your efficiency to new heights. Leveraging automation allows you to streamline repetitive tasks, ensuring that your CRM system is always up-to-date with minimal manual intervention.

With Bardeen, you can automate various HubSpot-related tasks. Here are some powerful examples:

1. Create HubSpot ticket: Automate the creation of support tickets in HubSpot, improving your customer service and issue tracking process.
2. Enrich and update a HubSpot contact's record with new information: Automatically update your HubSpot contacts with enriched data for more detailed insights and better segmentation.
3. Add a new row to Airtable, when a HubSpot product is created: Sync new product entries from HubSpot to Airtable, streamlining product management across your tools.

By automating these tasks, you'll free up valuable time to focus on strategic initiatives that drive business growth. Begin automating today by downloading the Bardeen app.