Filter Companies with 2+ members in a particular list

[EChamberlin8]

Hello,

We have been running an ABM campaign tagreting a handful of companies, and I am putting together the reporting for it.

We want to send an alert to the company owner whenever two contacts associated with that company perform certain actions (e.g. click an email) - as that shows that multiple people from that account are engaging.

I have created a list for each ABM company with filters that add any contacts associated with them that has clicked on an email.

Is there a way to create an alert when the number of contacts in these lists hits 2?

[karstenkoehler · Accepted solution]

Hi @EChamberlin8,

I wouldn't approach this through a segment but through roll-up properties: https://knowledge.hubspot.com/properties/create-calculation-properties

Roll-up properties can count on, for example, the company object how many associated contacts there are that meet certain filter conditions.

Best regards