How to Create and Use Lists in HubSpot
Learn how to create and use the Lists feature in HubSpot to effectively segment your contacts and improve your automations.
Lists in HubSpot help you segment contacts, companies, deals, and other records based on specific criteria. You can use lists for email marketing, workflows, reports, and ads audiences.
Types of Lists
Active Lists (Auto-Update)
- Automatically add or remove records based on criteria.
- Best for: Dynamic segments (e.g., newsletter subscribers, contacts based on behavior).
Static Lists (One-Time Snapshot)
- Records stay the same unless manually updated.
- Best for: One-time use (e.g., event attendees, trade show contacts).
Creating a List
- Go to CRM > Lists.
- Click Create list.
- Choose a list type:
- Active (auto-updates) or Static (fixed list).
- Set up filters based on:
- Contact properties (e.g., lifecycle stage, location).
- Engagement (e.g., opened an email, clicked a link).
- Company, deal, or custom object associations.
- Click Save list.
Managing Lists
- Edit: Adjust filters for active lists.
- Clone: Duplicate a list for similar segments.
- Convert: Change an active list to a static list if needed.
- Delete: Remove unused lists (can restore within 90 days).
- Export: Download a list as a CSV file.