To know how to create lists in HubSpot, we must know the filters that help us establish the specific segmentation criteria. You can filter bas on the properties creat for the different HubSpot objects: contacts, companies, tickets, etc.
When selecting more than one property to filter, we must choose between AND or OR . When we set a property in the filter bas on AND, it is mandatory that it meets the criterion, however, when OR is select, the contacts must meet at least one of the chosen criteria.
In this example we can see an active list where we filter as follows
Lead status: in progress or new And the contact creation date is between January 1, 2023 and December 27 of the same year.
how to create lists in hubspot
Step 4: Preview and Save
Once we have establish the criteria, on the right we can see a preview of the contacts that will be in this list.
Before finishing, make sure that the list includes the desir contacts. Verify that the segmentation criteria are correct and save.
Step 5: Apply the List
The list will now be available for use in marketing physician database campaigns and actions. From within the list itself we will see a series of options where we could use it, such as within automations (Workflows).
how to create lists in hubspot
Automations with lists in HubSpot
Now that we know how to create lists in HubSpot, we’ll explore their potential through several examples of integration with automations .
Dynamic segmentation
Lists in HubSpot can be directly integrat with automat here are 7 benefits for your business workflows, allowing for dynamic segmentations that automatically update as contacts meet criteria.
Automat Nurturing
Use lists to identify leads at different stages of the sales funnel and set up automat workflows that deliver target content to nurture these leads in a personaliz way.
Responses to specific behaviors
Automation can be trigger in response to specific actions by fans data contacts within lists, such as downloading content or interacting with emails.
These are just a few of all the automations where lists will help us not only save time, but also improve the relevance of interactions and increase the probability of conversion.