How to Filter Contacts in HubSpot

The Challenge of Contact Filtering

Your HubSpot has thousands of contacts. Finding the right ones requires:

• Knowing which properties to filter on
• Understanding filter operators (contains, equals, etc.)
• Combining multiple filters correctly
• Saving views for repeated use

The Traditional HubSpot Way

Filtering contacts in HubSpot:

1. Go to Contacts
2. Click Add filter
3. Search for the property (e.g., "State/Region")
4. Select the operator (e.g., "is any of")
5. Enter the value (e.g., "California")
6. Click Apply
7. Repeat for each additional filter

For complex filters, you might need 10+ clicks.

The Shabe Way

Just describe what you want:

"Show me contacts at enterprise companies in California"

Shabe understands:

• "enterprise companies" → filters by company size
• "in California" → filters by state
• Returns matching contacts instantly

Natural Language Filter Examples

"Show me VPs at tech companies"
"Find contacts with no email"
"List contacts I created this week"
"Show marketing leads from LinkedIn"
"Find contacts at companies with 100+ employees"

Combining Multiple Criteria

Stack conditions naturally:

"Show me CTOs at SaaS companies in New York with more than 50 employees"
"Find contacts who opened an email but haven't booked a meeting"
"List enterprise contacts with no deal attached"

Common Filter Scenarios

By Role/Title

"Show me all executives"
"Find VPs of Sales"
"List C-level contacts"

By Company Attributes

"Contacts at companies over $10M revenue"
"Find contacts at startups"
"Show contacts at Fortune 500 companies"

By Engagement

"Contacts who visited the pricing page"
"Find contacts with no recent activity"
"Show engaged leads from the last 30 days"

By Lifecycle Stage

"Show all MQLs"
"Find SQLs without an owner"
"List contacts in opportunity stage"

Why This Matters

Sales reps spend 30% of their time searching for information. With conversational filtering:

• Find the right contacts instantly
• No filter menu memorization
• Natural iteration - refine with follow-up questions
• Better targeting for outreach campaigns

Get Started

Connect your HubSpot to Shabe and describe the contacts you're looking for in plain English.