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All Tutorials /Hubspot

How to Create a Filter in HubSpot

Updated on:
May 8, 2026
By:
Madhav Bhandari
Use this interactive demo to learn how to build advanced filters in HubSpot contact lists.

Quick summary

HubSpot's Advanced Filters let you segment Contacts, Companies, and Deals by any property using flexible AND/OR logic. This feature helps sales and marketing teams instantly narrow large CRM lists to the exact records they need.


Steps

  1. Navigate to Contacts, Companies, Deals, or any other object list in HubSpot.
  2. Click the Advanced Filters button in the top right of the list view.
  3. Choose a property and set your filter condition — for example, filter by contact owner.
  4. Use AND or OR logic to further refine and specify your filter criteria.

📌 Why this matters

HubSpot's Advanced Filters feature allows sales and marketing teams to segment CRM records — including Contacts, Companies, and Deals — using precise property-based conditions and AND/OR logic. Accurate list filtering reduces time spent manually searching records and ensures reps and marketers are always working from a focused, relevant dataset. The ability to combine multiple filter conditions in a single view makes it easier to build targeted outreach lists, track pipeline health, and report on specific audience segments without exporting data or building complex workflows.
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