How to create lists from your contacts in HubSpot

Lists in HubSpot help you organise your contacts and companies so you can send targeted emails, personalise marketing campaigns, and segment your audience effectively. Whether you’re filtering leads by industry, tracking engaged customers, or creating a list for an email campaign, HubSpot makes it easy.

Types of Lists in HubSpot

✅ Active Lists – Automatically update based on set criteria. If a contact meets (or no longer meets) the conditions, they are added or removed from the list in real time.

✅ Static Lists – A snapshot of contacts that don’t change unless you manually add or remove people. Great for one-time campaigns or events.

How to Create a List in HubSpot

Go to Contacts – In the main navigation, click Contacts > Lists.

Click “Create List” – Choose whether you want an Active or Static list.

Set Your Filters – Define your list criteria. You can filter contacts based on properties like:

• Lifecycle stage (Lead, Customer, etc.)
• Email engagement (Opened, Clicked, Unsubscribed)
• Company details (Industry, Size, Location)
• Website activity (Visited a page, Downloaded content)

Preview Your List – See how many contacts match your filters before saving.

Save Your List – Give it a clear name and click Save.

💡 Pro Tips for Using Lists Effectively

• Keep lists organised – Use clear naming conventions to avoid clutter.
• Use active lists for automation – Automatically segment contacts for workflows and email campaigns.
• Regularly review lists – Ensure your contacts are grouped in ways that align with your marketing and sales goals.

By creating smart, well-structured lists in HubSpot, you can deliver more relevant content, improve engagement, and streamline your marketing efforts. 🎯