Some filter options, such as numerical filtering, are not yet supported in the HubSpot data source. If you need to filter by a field that is not yet available, a simple solution is to use HubSpot Workflows. Workflows allow you to automatically enroll records when they meet your enrollment criteria and then allow you to take action on your records.
To use your Workflow output as a filter in Geckoboard, all that's required is creating a Workflow that adds a record with a boolean value.
For example, if we use a custom numeric score to qualify leads and want to keep track of leads with a score of 1000 or more, but this numeric score is not yet available as a filter in Geckoboard, we can build a Workflow with the steps below to create a filter to use within our widgets.
Create a Workflow in HubSpot
Create a Workflow in HubSpot and select the type of workflow relevant to your object.
We'll select Contact-based since we want to use contact records in our workflow.
Add an enrollment trigger type.
We'll use the automatic trigger type When filter criteria is met.
Next, add the criteria for the trigger, which is the property we want to filter for.
We'll select the numeric property HubSpot score.
Then we'll customize it by setting the criteria to HubSpot score is greater than 1000.
Save the enrollment trigger.
Next, click the + icon to add a new action to the workflow, which will take action based on your above criteria.
Select CRM, then choose Edit record.
Set the Record type to Contact.
In the Property to edit to the field, select the property you want to filter by in Geckoboard.
We'll select Lead score threshold met here for our example.
Note, this field will need to use the single checkbox field type from HubSpot, which provides a true or false output (a boolean). If you don't currently have that property type, create a new one.
In the Choose a value field, select Yes; this will ensure if the contact meets the criteria set earlier, their Lead score threshold met property now says Yes.
Use the filter in Geckoboard
Once the HubSpot Workflow is built, the contacts that meet the criteria will have a record we can use in Geckboard to filter.
Create a new HubSpot widget or edit an existing one.
Add a filter to your widget and select the record created earlier.
We'll select Lead score threshold met = Yes.
Save your widget.
