How to Segment Your HubSpot Data & Contacts

Introduction

HubSpot's filtering functionality enables rapid segmentation of your contact database from relevant dashboards. You can leverage default or custom properties to create saved filters that automatically update as contacts meet (or cease to meet) specified criteria.

Filter Examples

Filter #1: Total Number of Sales Activities

This filter tallies sales engagement metrics — notes, calls, sales emails, meetings, and tasks — logged against individual contacts. It reveals sales team outreach consistency and identifies prospects at risk of becoming inactive.

Filter #2: Total Number of Sales Emails Clicked

A custom implementation using an automated workflow, this filter "counts and increments by 1 every time a sales email was clicked," enabling sales teams to prioritise engaged prospects. It differs from marketing email click tracking.

Filter #3: Interested After Watching a Video

Built through Wistia video player integration and workflow automation, this filter captures contacts who watch videos and respond affirmatively to post-view interest forms, setting a custom property called "INTERESTED TO KNOW MORE".