The lists tool in HubSpot allows you to create a list of contacts or companies based on property values and other characteristics, including activities. This article includes instructions for creating and editing lists from the lists tool. To set up your list criteria and add records to existing lists, learn how to determine criteria or manually add records to static lists.
Create a list
Users with Write permissions for lists can create lists.
In your HubSpot account, navigate to Contacts > Lists.
In the upper right, click Create list.
In the left panel, select Contact-based to create a list of contacts, or Company-based to create a list of companies.
In the right panel, enter a name for the list and select if you want an Active list or a Static list.
In the upper right, click Next.
In the left panel, set the criteria for the contacts or companies you want to segment. Learn the list criteria available to you and how they work. You can select up to 250 filters per list.
Select Add filter.
Scroll or type to search, then select a filter category.
Within the category, scroll or type to search, then select the property or activity to filter by.
Select an option for the property or activity, then set your criteria based on the field type:
Dropdown select or checkbox: click the dropdown menu and select the checkboxes to the left of the values.
Text: click the Add options field and type to enter a text value. If you’re adding multiple options, separate each value with a semicolon .
Numerical: click the Add values field and type to enter a number value. If you’re adding multiple options, separate each value with a semicolon (e.g. 10; 25; 30). This applies to Number, Score, and Calculation properties.
Date picker: click the date calendar field, then in the calendar, select a date.
For associated object filters, by default, the list includes records when any associated records meet the criteria. To filter based on a primary company association or a association label instead, click the Any associated [object] dropdown menu in the left panel, then:
Select Any [object] to filter based on all associated records of that object type (e.g., the list would include a contact when any of their associated companies meet the criteria).
If you’re creating a contact-based list, select Primary [object] to filter based on only the primary associated company (e.g., the list would include a contact only if the primary associated company meets the criteria).