How to Search Deals by Company in HubSpot

Why Company-Deal Search Matters

When preparing for calls or QBRs, you need to know:

• All active opportunities at an account
• Deal values and stages at a glance
• Historical deals for context
• Multi-deal relationships for enterprise accounts

The Traditional HubSpot Way

To find deals for a company:

1. Go to Companies
2. Search for the company name
3. Open the company record
4. Click the Deals tab
5. Review associated deals

Or from Deals:

1. Go to Deals
2. Add filter → Company name
3. Type the company name
4. Apply filter

Both methods take multiple clicks and navigation.

The Shabe Way

Just ask:

"Show me deals at Acme Inc"

Instantly see all deals associated with that company.

Query Examples

"Show deals at TechCorp"
"What opportunities do we have with BigCo?"
"Find all deals for Enterprise Solutions Inc"
"Show historical deals at Acme"
"List open and closed deals at the account"

Partial Name Matching

Shabe handles fuzzy matching:

"Show deals at Acme" → finds Acme Inc, Acme Corp, Acme Ltd
"Deals at Tech" → finds TechCorp, TechFlow, TechStartup

Multi-Account Analysis

Compare across accounts:

"Show deals at Acme and TechCorp"
"Which account has higher pipeline value?"
"Compare deal stages across my top 5 accounts"

Account Planning Use Cases

Before a meeting:

"Show me deals at Acme Inc with their stages and close dates"
"What's the total pipeline at BigCo?"
"When did we last close a deal at this account?"
"Show deal history for the past 2 years at Acme"

Why Speed Matters

Sales reps spend 41 minutes per day searching for account information. With instant company-deal search:

• Prep for calls in seconds not minutes
• Never miss context about existing opportunities
• Coordinate with colleagues on shared accounts
• Spot upsell opportunities quickly

Get Started

Connect your HubSpot to Shabe and try "Show me deals at [company name]" for instant account visibility.