New to HubSpot here, so please go easy on me.
Background:
I have a Wordpress site where I’m using a plugin called Thrive Leads - basically one of those download an eBook forms. The plugin allows me to hook up to HubSpot via the API key, and I can choose which list I want to send the subscribed contacts to. So far so good.
Question:
I want the abovementioned subscribers to be sent to a list that I create a workflow for (email with eBook + other emails). In order to create a list, I need to select a filter for that list - I don’t want a filter, I just want all subscribers to end up on that list - no more no less. If I put a filter on, it will start pulling in other contacts that match the criteria , unless there’s a really obvious filter I have overlooked?
What have you guys done in similar situations ?
Hi @arekzakonek,
Usually with these kinds of integrations, you need to create a static list (which doesn’t require you to set any filters).
While an active lists constantly checks the database for contacts that fulfill the list criteria, you (or a workflow or an integration) can manually add or remove contacts from a static list. The difference is also explained here: Understand ways to group records in HubSpot
Can you create a static list without any filters, save it and check whether it appears in the dropdown during the setup process?
Hope this helps!
Thanks @karstenkoehler
Yes, the static list does appear in the Thrive Leads app, which is great! My understanding of a static list was that it is a snap-shot of contacts or companies right now, and then it is not possible to add more to it. I must have read that wrong?
Static lists are a snapshot in the sense that they will not automatically keep on adding/removing contacts based on the list criteria. (A smart list will do that. It will always check if there are contacts that should be added or removed.)
With a static list, you’ll still be able add/remove manually, by workflow or integration, such as Thrive Leads.
Best regards!
Thanks Karsten, all clear now.
Arek