Quick tipHidden trickSmart CRM

Turn a saved view into a segment

Filters carry over automatically.

Subscription
All tiers
Permissions
Edit Segment permission
Time
2 min · Beginner
Last verified

Short answer

HubSpot's KB: converting a view creates a segment with the view's filters. It fails if a filter isn't supported in segments. You need Edit Segment permission.

1. In HubSpot

The relevant screen in my demo portal.

View settings panel with view type icons, filters and sort, and sharing options highlighted
View type (1), filters, sort, and metrics (2), and sharing (3).

2. Worth knowing

The KB example: a view of opportunities turned into a segment for a bulk email.

3. Related

Saved views and filtering segments.

Sources

New field notes by email

One email when a new article publishes.

Still stuck?

If this did not fix it, the problem is probably specific to your setup. Book a call and we will look at it together.

Book a call with Sam