How to automate a Contact List to automatically assign contacts as non-marketing
SOLVE
I created an active contact list and filtered based on a form that is specific to career opportunities; however, I want this list to automatically assign these contacts as non-marketing contacts. Is there a way to do this? As of now, I'm having to do it manually.
That's simply how HubSpot decided to make these tools work. Active lists are scanning your CRM for contacts that match certain filters. Manually adding a contact could be considered a conflict with that filter logic. You can however add contacts to a static list and include that static list in an active list by adding the operator "OR" and selecting "List membership is any of [your static list]".
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
That's simply how HubSpot decided to make these tools work. Active lists are scanning your CRM for contacts that match certain filters. Manually adding a contact could be considered a conflict with that filter logic. You can however add contacts to a static list and include that static list in an active list by adding the operator "OR" and selecting "List membership is any of [your static list]".
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
How to automate a Contact List to automatically assign contacts as non-marketing
SOLVE
I have another question regarding contact lists...when adding an individual from contacts to a list, why does it only allows you to add to static lists and not active lists?
How to automate a Contact List to automatically assign contacts as non-marketing
SOLVE
Thank you Karsten for your feedback! And as you recommended updating them in batch is how I'm doing it now, it's just a manual process...however, good to know there is an automation workflow process available.