Last updated: November 4, 2021
|All products and plans|
Use the Activity properties filter when creating lists, custom reports, and workflow enrollment triggers to segment contact and company records by the interactions they've had with your company. These interactions include meetings, conversations, tasks, notes, one-to-one emails, and phone calls that have been logged in HubSpot.
Please note: this filter will include records with at least one of the activities that meets your specifications. Because of this, the filter cannot be used for re-enrollment into workflows.
When these criteria are used, all activities in a record will be evaluated.
These criteria evaluate the meetings in a record.
These criteria evaluate the tasks in a record.
These criteria evaluate the calls logged in a record.
These criteria evaluate the emails logged in a record.
Please note: the following criteria are currently non-functional: Attached video name, Attached video opened, and Attached video watched.
These criteria evaluate the conversations logged in a record. The term "agents" in the definitions below include both the users and the chatflow bots set up in your HubSpot account.
When creating a report, these criteria evaluate content publishing tasks.
Thank you for your feedback, it means a lot to us.
Use lists to organize your contacts and companies by their common traits. Once you understand the filtering...
To create a list of all your contacts or companies, you can segment a list using the Create date property,...
The lists tool in HubSpot allows you to create a list of contacts or companies based on property values and...