Hubspot's Search API allows for three filtering statements. Totango is only allowed to have two filter arguments through the UI. If the data needs more than this, or if you need to filter based on a different object, one will need to utilize a list, custom property, and workflow automation to flag the desired data to bring in. This article will show you the steps necessary to complete this workaround. Alternatively, you can view the below video for a more in-depth explanation.
In this example, we examine how to bring over contacts from HubSpot based on Company object values
Create Custom Property
Use the following HubSpot article to get started [link]. The property needs to be on the desired object, in this example the contact object, and have a field type of ‘single checkbox’.
Create Contact List
The following HubSpot article can help you get started with creating a list [Link]. Use the desired filtration criteria to generate your list. For this example, a contact-based list is created that filters on company properties.
The workflow HubSpot article can be found at this [Link]. Create a workflow based on the object. Set the enrollment trigger to ‘List membership’ and select your list. Select ‘is member of list’ then ‘Apply filter’ and finally click ‘Save’. Hit the “+” symbol to add a new action. Within the “Choose an action” panel find “Set property value” under “Property management”. Find your custom property and set the property value to “Yes” or “True”. Then select “Review and publish” in the top right-hand corner of the page. Lastly, ensure the Enrollment option of “Yes, enroll existing companies which meet the trigger criteria as of now” is selected. Lastly, turn on the workflow.
Now that the custom property is set for all entries within the object you can now use the query filter within your Totango HubSpot integration to filter on the custom property.