Create and use lists

Last updated: March 4, 2020

It is important to know how to create a list of contacts because lists are used in other HubSpot tools. You can send a marketing email to a list, enroll a list in a workflow, and more. Creating a list will also give you a better sense of the number of contacts that fit a certain criteria.

Types of lists

There are two types of lists in your HubSpot account: active lists and static lists.

Active lists

  • Active lists automatically update their members based on its criteria.
  • Contacts will join the list when they meet the criteria and leave the list when they no longer meet the criteria.
  • An example of using an active list is for email campaigns to a particular subset of your contacts running over time.
  • This ensures that the list you are sending the email campaign to is always updated with new contacts who meet the criteria.

Static lists

  • Static lists are snapshots of the contacts who meet a set criteria at a point in time.
  • Static lists do not update automatically.
  • New contacts who meet the criteria will not be added to the list.
  • Contacts can be manually added and removed from static lists.

Please note: the maximum number of lists you can create depends on your Marketing Hub subscription. Learn more about your list limits in the List segmentation section.

Set up a new list

Create a list

  • In your HubSpot account, navigate to Contacts > Lists.
  • In the upper right, click Create list.
  • In the top left, click the pencil icon edit and enter a name for the list.
  • In the upper left, click the dropdown menu and select whether the list you're creating should be an Active list or a Static list.

Select list criteria

  • In the left panel, set the criteria for the contacts you want to work with. Learn more about determining your list criteria.
  • Once you've set your criteria, click Apply filter. Contacts that fit this criteria will populate on the right. This is a preview of the estimated number of contacts that will be added to your list.
  • In the upper right, click Save. Your list may take some time to process.

Perform other actions in your list

  • To search for a specific contact in your list, use the search bar in the upper right.
  • In the upper right, click the Actions dropdown menu to perform more actions with your list:

Use your list

You can now analyze your list and use the list in workflows or your marketing emails.