Skip to content
Submit Ticket
  • There are no suggestions because the search field is empty.

How to create store level views in HubSpot?

A Store-Level View in HubSpot allows you to filter and display company records associated with a specific store. This can be useful when managing multiple stores within the same HubSpot portal and you need to view companies belonging to a particular store.

Prerequisites

Before creating the Store-Level View, ensure that you have access to the Companies section in HubSpot and permission to create and manage views.

Steps to Create a Store-Level View

Step 1: Navigate to Companies

  1. Log in to your HubSpot portal.
  2. Navigate to CRM → Companies.

    Step 2: Add a New View

    1. At the top of the Companies page, click Add View.
      Sample Companies CRM Dashboardb.  From the Add View window, select Create New View.Modern CRM Companies Dashboard


    Step 3: Name the View and Set Access

    1. Enter a descriptive name for the view.Modern CRM Companies List Interface

    Example: Store-Level View - Example Shopify Store

    2. Select the appropriate Access level based on your requirements.

    3. Click Confirm.


    Step 4: Configure Advanced Filters

    1. Click Advanced Filters.
    2. Add the following filter conditions:

    PropertyFilter ConditionValueSync IDis known—Store ID - Unificcontains exactlyhttp://example.myshopify.comStore Company ID - Unificis known—

    Note: Replace http://example.myshopify.com with the actual Store ID/Shopify store URL for the store you want to create the view for.

    Step 5: Save and Verify the View

    1. Review the configured filters.
    2. Click on the Gear icon and Save the view.
    3. Verify that the Companies displayed in the view belong to the intended store.
    4. If necessary, adjust the filters to ensure that only the required store-level companies are displayed.


    Expected Result


    Once configured, the Store-Level View will display company records that meet the specified criteria:

    • Sync ID is known.
    • Store ID - Unific matches the specified store.
    • Store Company ID - Unific is known.


    This view can then be used to quickly identify and manage companies associated with a specific store.



    Once configured, the Store-Level View will display company records that meet the specified criteria:

    • Sync ID is known.
    • Store ID - Unific matches the specified store.
    • Store Company ID - Unific is known.


    This view can then be used to quickly identify and manage companies associated with a specific store.