Last updated: June 28, 2023
When using your list in other HubSpot tools, you may want to include or exclude certain contacts or companies in the list. To do this, you need to understand the type of list you are working with and the contacts or companies you want to add to or remove.
You can create and use active and static lists in your HubSpot account:
When you want to add or remove contacts or companies from a list, you should identify whether your list is active or static. When accessing your list, view the left panel below the list name.
Because contacts or companies automatically enter and leave a list based on an active list's criteria, to add a record to an active list, you can:
To remove a record from an active list, you can:
When a static list is created, there will be no change to its members, unless another user in your HubSpot account specifically adds records to the list or removes records from the list.
Please note: removing records from a static list does not delete them from your HubSpot portal. Learn more about permanently deleting records in a list.
Users in Professional and Enterprise accounts can also add records to and remove records from a static list with a workflow.
You can also remove contacts or companies from a static list from within the list.
In your HubSpot account, navigate to Contacts > Lists.
Click the name of the static list.
In the list, select the checkboxes next to the records to remove from the list.
At the top of the table, click Remove from list.