Question

How to add companies to a list based on their company type?

  • 1 March 2024
  • 2 replies
  • 8 views

We are using Hubspot as the initial trigger. Once a company is made, their details are brought in and company type is one of them (Distributor, Wholesale, Retail).

We are trying to make it that once a company is made in Hubspot → klaviyo new subscriber to our generalized list of every contact → specific list in klav based on the company type (Distributor, Wholesale, Retail).

When I go and make the zap, it gives me company type as one of the fields/triggers but i cannot define which company type i want. It just does company type in general. Is there a way to specify which company type?


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2 replies

Userlevel 7
Badge +14

Hi @DZD-Mrktng 

Try adding a Filter as Step 2: https://zapier.com/apps/filter/help

 

Or you can use Paths: https://help.zapier.com/hc/en-us/articles/8496288555917

Paths requires a Zapier Pro+ plan.

Userlevel 7
Badge +14

@DZD-Mrktng 

A lookup table is another option: