How To Search HubSpot By Phone Number

by

Your Quick Answer:

You can directly search by phone number in the portal search bar or within the contacts homepage.

There you have to just simply type the phone number and the results will show you the contact associated with that number.

You can also use the HubSpot CRM which is designed to simplify the process and help you quickly locate the information you need.

How To Search HubSpot By Phone Number:

You can try the following methods below in order to search HubSpot phone number:

1. Use HubSpot Lookup Tool

You can use the HubSpot lookup tool to search HubSpot users by phone number.

This tool provides a user-friendly interface and allows you to easily find contact details, engagement history, and other associated data.

🔴 Steps To Follow:

Step 1: First of all, open the HubSpot Lookup tool.

Step 2: Then, enter the phone number you want to search for in the designated field.

Step 3: After that, click on the “Lookup HubSpot User” button.

Now, the tool will retrieve the relevant information associated with the entered phone number, such as contact details, engagement history, and any other available data in HubSpot.

2. Search On HubSpot Website

On the HubSpot website, you can search for contact information by phone number. This allows you to quickly access details related to a specific phone number.

🔴 Steps To Follow:

Step 1: First, open the HubSpot website at www.hubspot.com.

Step 2: After that, enter the phone number you want to search for in the search bar.

Step 3: Now, click on the search icon or press Enter to initiate the search.

Step 4: The HubSpot platform will retrieve any available information associated with the entered phone number, such as contact details, interactions, and more.

Here, you can review all the details.

3. HubSpot CRM

HubSpot CRM has a built-in search feature that allows you to search for contacts by their phone numbers. You can do this by going to the “Contacts” section in HubSpot.

🔴 Steps To Follow:

Step 1: First of all, click on the “Contacts” tab in the main menu.

Step 2: After that, locate the search bar at the top of the “Contacts” page.

click on the Contacts

Step 3: Now, enter the phone number you want to search for in the search bar and press Enter.

Here, HubSpot will display any matching contacts associated with the provided phone number.

4. HubSpot Sales Chrome extension

To search for contacts by phone number, you can use the HubSpot sales Chrome extension to find someone:

🔴 Steps To Follow:

Step 1: First, install the HubSpot Sales Chrome extension in your browser.

Step 2: Then, open the extension by clicking on its icon in the browser toolbar.

HubSpot Sales Chrome

Step 3: Next, enter the phone number in the search field within the extension.

The extension will search HubSpot for any contacts matching the provided phone number and display the results.

5. Searching for Contacts

You can try searching for contacts by phone number directly within the HubSpot CRM interface.

🔴 Steps To Follow:

Step 1: First, navigate to the “Contacts” section in the HubSpot CRM.

Step 2: Here, click on the search bar located at the top of the “Contacts” page.

click on the Contacts

Step 3: Next, enter the phone number you want to search for in the search bar and press Enter.

Now, HubSpot will display any contacts associated with the provided phone number, allowing you to access their details and interactions.

Frequently Asked Questions:

1. What format is the phone number in HubSpot?

In HubSpot, phone numbers are typically stored in a standardized format, such as “+1 (555) 123-4567” for US numbers. The format includes the country code, followed by the area code and local number, with appropriate punctuation.

2. How do I filter contacts in HubSpot?

To filter contacts in HubSpot, you can use the filtering options available in the “Contacts” section. Just simply click on the “Filter” button, and you’ll be shown various criteria to refine your search.

3. Can you categorize contacts in HubSpot?

Yes, you can categorize contacts in HubSpot using the concept of “contact properties.” Contact properties are custom fields that you can define and assign to contacts based on different criteria.

Also Read:

Leave a Comment