Best practices for creating list from form submissions

Smart CRM & Sales Hub Tips, Tricks & Best Practices
1

Hi,

I’m a relative noob as it relates to building HubSpot. I’ve used it enough in the past to be dangerous :slightly_smiling_face:

I’m looking for best practice recommendations around building dynamic lists. My specific use case is that my website (hosted externally) has an ability to subscribe for a newsletter as well as blog updates (2 different forms)

I’d like to build a dynamic list for each form but I am not sure of the right approach. Would you recommend creating a custom contact property and then setting that as part of the form submission and build the list off of the property or is there a smarter/better approach?

Thanks in advance for your insights.

Tony

2

Hi @TScaleseBDMCP,

No need for a custom property. In a contact-list, you can filter directly for form submissions :slightly_smiling_face: Create segments

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In there, you’ll find your two forms. Select one, then create another list for the other form.

Best regards!

3

:facepalm: This is why I ask the experts. Thank you for keeping me out of the over engineering domain!