Hi, we use 2 static lists of contacts to send out emails. One static list is for our leads, and the other is for our active patients. Our goal is for our contacts to move from the leads list to the patients list. However, we are confused about how to easily find and remove the (newly duplicated) emails from the leads list once they become a patient. Any advice on comparing two static lists and removing duplicate contacts from one of them? Thank you!
Hi @JGodreau,
When you say duplicates, do you refer to contacts being in both lists? Just for clarification, this is how lists and contacts behave in HubSpot:
- If you were to create a list C that contains both contacts from list A and B, even if contacts are in both lists A and B, they would only appear once in list C. There can always only be one instance of a contact in a list.
- A contact with the same email address cannot exist twice in the CRM. HubSpot will automatically merge contacts. In other words, if you have a contact that is a lead under a certain email address, and a patient under the same email address, HubSpot will have automatically merged them.
If you want to remove all patients (list B) from your leads list (A), this can be quite easy. Create a third list (C) and, when you click Add filters, select List membership next. You can specify that in your list C, you want contacts from list A but only if they are not on list B.
Or in other words your list filters would look like this:
Contact is member of leads list
AND
Contact is not member of patients list
You’ll be left with A minus B or leads minus patients.
Let me know if you have any follow-up questions!