HubSpot Filter Criteria
By integrating HubSpot to Primer, you can leverage your CRM data to craft precision audiences without ever leaving the platform. Use HubSpot’s company and contact properties to apply granular filters and segment your lists.
Here’s a quick guide to using HubSpot fields across objects to refine your audience.
Available Objects for Filtering
Company and Contact

Filter Fields by Objects
You can filter by any field, whether it’s a standard or custom field, within these objects. You can search to find fields you want, such as "Account Stage", or you can narrow your search to specific objects by selecting from options like all companies or all contacts.

Custom Field Estimates Slow At First

You can even bulk import all Companies or Contacts to include or exclude them from the Audience using operators like "is known" or "is unknown".

Date Fields
When it comes to date fields, Primer is particularly powerful.
Choose a Date Field: Select a date-based field from the available options.
Select an Operator: Choose an operator such as "is" or "is not."
Specify a Date or Time Frame:
For exact dates, enter the specific date.
For relative time frames, select an operator like "within last" and specify the number of days, weeks, months, or years.
Example: If you want to retouch leads marked as ‘Cold’ or ‘Dead Opportunity’, you can set up a filter using the Account Stage property in HubSpot. This allows you to automatically capture and re-engage stale leads as they enter these stages.

Last updated