Lists

Use Activity filters in lists and custom reports

Last updated: July 15, 2020

Applies to:

All products and plans

Use the Activity properties filter in your list criteria and custom reports 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.

Engagements

When these criteria are used, all activities in a contact record will be evaluated.

  • Activity assigned to: the HubSpot owner who is assigned an activity.
  • Activity created by: the HubSpot owner who created an activity.
  • Activity date: the date that an activity occurred or is set to occur.
  • Activity type: the type of activity, such as call, meeting, email, task.
  • Attached file IDs: the unique identifier of an attached file.
  • Call and meeting type: the pre-defined type of a call or meeting, including pre-qualification, first outreach, and demo.
  • Create date: the date that the activity was created.
  • HubSpot team: the HubSpot team that the owner of the activity is on.
  • Last modified date: the date that the activity was last modified.

Meetings

These criteria evaluate the meetings in a contact record.

  • Meeting description: the content of a meeting’s description.
  • Meeting location: the location of a meeting.
  • Meeting name: the name of a meeting, specified by the invite subject in a meeting link's configuration. Meetings logged on the contact record will not be included in this filter, but you can use the meeting description field if you need to filter for all meetings.
  • Meeting source: the source of a meeting, either CRM UI (from the CRM), Integration, Meetings (Public), or Meetings (Embedded).
  • Meeting start time: the date that a meeting began.

Tasks

These criteria evaluate the tasks in a contact record.

  • Task completion date: the date when the task was marked as completed.
  • Task notes: the content of a task’s notes.
  • Task priority: the priority of a task.
  • Task status: the status of a task. These include Not started, In progress, Waiting, Completed, or Deferred. A task status can only be edited in the board view in your tasks home.
  • Task title: the content of a task’s title.
  • Task type: the type of a task, either Call, Meeting, Email, or To Do.

Call

These criteria evaluate the calls logged in a contact record.

  • Call duration (ms): the length of a call, in milliseconds.
  • Call notes: the body text of a call note.
  • Call outcome (Sales Hub Professional or Enterprise only): the result of the call, including No answer, Busy, Wrong number, Left live message, Left voicemail, or Connected
  • Call status: the status of the call, including Canceled, Completed, Busy, Failed, or No Answer.

Email

These criteria evaluate the emails logged in a contact record.

  • Email body: the content of a 1:1 email sent from the CRM.
  • Email send status: the status of a 1:1 email sent from the CRM (incoming, sent, or forwarded), either Sending, Sent, Failed, Bounced, or Scheduled.
  • Email subject: the content of 1:1 email subject line.

The below criteria are only available for subscriptions that can add videos to their one-to-one emails:

  • Attached video name: the name of an attached video.
  • Attached video opened: whether or not a video was opened.
  • Attached video watched: whether or not a video was watched.

Conversation Session

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.

  • Conversation by bot: whether or not a conversation was handled by a bot.
  • Conversation duration: the length of a conversation, in milliseconds.
  • Conversation source type: the source of a conversation, either Live Chat or Facebook Messenger.
  • Conversation website URL: the URL of the conversation session.
  • Date agent joined conversation: the date that a user joined the conversation.
  • Date visitor ended conversation: the date that a visitor ended the conversation.
  • Date visitor started conversation: the date that a visitor started the conversation.
  • Number of agent messages: the number of messages sent by the agent.
  • Number of visitor messages: the number of messages sent by the visitor.
  • Time visitor waited for conversation: the amount of time in milliseconds between the visitor's initiation of the conversation and the agent's first response in the conversation. 
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