2

HubSpot CRM Query Builder: ability to filter by AND and OR at the same time

  • Live

S
Sandra

Example: Filter by
Deal Stage Equals 'Closed Won'
AND
Pipeline Contains ['Presales activities' OR 'Sales']

A

Activity Newest / Oldest

S

Sandra

Status changed to: Live

S

Sandra

Improved by adding an Operator ‘Any of’:

Example on how to set this up: Filter by
Deal Stage Equals 'Closed Won'
AND
Pipeline Any of [Any of value: 'Presales activities', 'Sales']