Creating a segment

Smart CRM & Sales Hub CRM
4

Hi @SBailey99, others can have the reference

  • Lead Status = “In a community”
  • Source = “In Facebook community”

Here’s how you can set this up: (Can be used for future references)

  1. Create an Active List
    • Go to Contacts > Lists in HubSpot.
    • Click Create list and choose Active list (so it updates automatically when contacts meet or no longer meet the criteria).
  2. Set Your Filters
  3. Add a filter for your Lead status property.
    • Choose “Lead status” → “is any of” → “In a community.”
  4. Add another filter for the property you’re using to track source.
    • If you’ve set up a custom property for this (e.g. “Source”), select it and set the filter to “is any of” → “In Facebook community.”
  5. Save the List
    • Name the list something like “Facebook Community Leads” and hit Save.
    • HubSpot will automatically add any contacts who match those criteria going forward.