CRM

CAgency3
Member

Making Lists, Filters,group

SOLVE

I want to upload contacts here on hubspot and import them to a campaign on smartlead. And seems like for that I should create either a list, a filter or a group but I don't really understand how to do it. I managed to almost create a list but I don't get the filters/criteria part. Could someone give me some guidance for this? Which one is easier to make?

 
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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Making Lists, Filters,group

SOLVE

Hi @CAgency3,

 

Lists are generally a good option: https://knowledge.hubspot.com/lists/create-active-or-static-lists

 

If you're getting stuck, could you specify at which step exactly? Can you share a screenshot of what you're seeing, what exactly you'd like to filter for, and what the list should return?

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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1 Reply 1
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Making Lists, Filters,group

SOLVE

Hi @CAgency3,

 

Lists are generally a good option: https://knowledge.hubspot.com/lists/create-active-or-static-lists

 

If you're getting stuck, could you specify at which step exactly? Can you share a screenshot of what you're seeing, what exactly you'd like to filter for, and what the list should return?

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.