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Possibility to use Hubspot CRM properties as custom feed filters
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Pinja Perttunen
March 25, 2020
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Constantinos Constantinou
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A week ago
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Peter Sterkenburg
Is there any update on this? We are having a hard time filtering away existing customers.
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September 27, 2023
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Silja
Properties are the best way to dig value from customer data in Hubspot. It would bring powerful possibilities to Leadfeeder users but shouldn't require loads of development (properties are available in Hubspot API).
🚀 If I should pick one property to add, it would be "Lifecycle stage".
It's in the core of Hubspot system. It's updated automatically when a deal is created or when new contact is created, even if the company using Hubspot had never touched any settings or developed their processes. It's much more accurate to filter customers from leads or sales opportunities than e.g. "Deal stage", since not all customers have marked deals in Hubspot and some companies won't use Hubspot as a main source to manage deals.
🚀 Even better would be a possibility to use any Hubspot property (default or custom) as a filter in Leadfeeder. This would allow filtering list based on e.g. customer segment, solutions they have bought, tier, project manager, etc.
Importing several lists is a laborious manual task and they get outdated soon.
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September 10, 2020
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Kosti Lepojärvi
There's a short cut how to achieve this.
Let's use example of custom field "Tier" in Hubspot's Company record.
1) Export a list of Hubspot companies that have value "Tier4" in the Tier field. Include company's name and website address (if available) in the export
2) Import the list to Leadfeeder and name it "Tier4 clients"
(see this article https://help.leadfeeder.com/en/articles/2815426-imported-lists for help)
3) Use belonging to "Imported Company list" is "Tier4 clients" as a custom feed filter.
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June 25, 2020
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Silja
Kosti Lepojärvi: You're right with that Kosti! But unfortunately this requires a lot of manual work. Our list of customers is updating all the time as more come in. We would need to be exporting and importing lists a lot to stay updated.
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October 15, 2020
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Kosti Lepojärvi
Silja: I see your point and the suggested shortcut wouldn't be sustainable in your use case. Let's see how we could solve this properly.
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October 16, 2020
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