Building Lists: Beginner to Advanced

How to Build Lists in HubSpot

• Navigate to CRM → Lists to start building.
  
  
• Types of lists: contacts, companies, deals, etc.
  
  
• Example: create a contact list.
  
  
  • Filter by properties (e.g., contacts created this year AND are marketing contacts).
    
    
  • Use filter groups (OR logic) for broader criteria (e.g., contacts created this year OR marketing contacts).
    
    
• Filters aren’t limited to contact properties:
  
  
  • Include marketing interactions (CTAs, forms, email engagement, page visits).
    
    
• Always name your list and choose type:
  
  
  • Active list = auto-updates as new records meet criteria.
    
    
  • Static list = one-time snapshot.
    
    
• Lists can reference associated objects (e.g., contacts linked to companies with specific company properties like country/region).
  
  
• Key takeaway: lists are flexible, not one-dimensional — they can span across properties and relationships.