Way to add new names to a list?

CBabb — Wed, 20 Sep 2023 01:02:40 GMT

Hi - is there a way to add names to an existing list with Ops Hub?

We have an table with names of our clients within our contract that is constantly updated when a new client joins.

I'm looking for ways to automate adding new names to this table + a way to auto-calculate a the new make-up of the group with this new addition.

It looks something like this within out contract.

Client*	Make-up of the group*
Client 1	25.00%
Client 2	25.00%
Client 3	25.00%
Client 4	25.00%
	0.00%
	0.00%
	0.00%



TOTAL	100.00%

Re: Way to add new names to a list?

karstenkoehler — Wed, 20 Sep 2023 04:30:16 GMT

Hi @CBabb,

Can you share a bit more context about where this list is hosted? Which software is used to maintain the list?

Generally, it's a bit unusual to edit list criteria through code / the HubSpot API. Typically, you would rather set a flag (e.g. set a single checkbox property to Yes) for the records matching the criteria from your external list. The list would simply filter for the flag.

This is also best practice because list membership in itself should never be considered a source of information. It's always the fault of information stored in the records it's pulling.

Best regards!

topic Re: Way to add new names to a list? in Data Hub

Way to add new names to a list?

Re: Way to add new names to a list?