Last updated: April 7, 2021
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Use the Activity properties filter in your list criteria, custom reports, and workflow enrollment triggers to filter contacts by the interactions they've had with your company. Filter by 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.
When these criteria are used, all activities in a contact record will be evaluated.
These criteria evaluate the meetings in a contact record.
These criteria evaluate the tasks in a contact record.
Please note: a task status can be edited in the tasks home only if your account has access to the board view. If your account does not have access to the board view (e.g. a newly created account), you will not be able to use the Task status filter. Learn more about the current tasks home.
These criteria evaluate the calls logged in a contact record.
These criteria evaluate the emails logged in a contact 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 contact record. The term "agents" in the definitions below include both the users and the chatflow bots set up in your HubSpot account.
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