Mar 16, 20233:55 AM - edited Mar 16, 20233:55 AM
Trouble creating a list (active)
Hi, I have asked ChatSpot if it was able to do that and the response is negative:
me: can you create an active list?
CS: I am unable to create active lists directly from here, but I can guide you on how to create one in your HubSpot account. You'll need to go to your HubSpot account, click on 'Contacts' at the top of the page, and then click on 'Lists.' From there, you can create a new list and set the criteria for the contacts to be added to the list. Select 'Active list' to ensure that the list is automatically updated as contacts meet or step back from the criteria.
Since ChatSpot is able to create workflows I suppose the active list creation may become available in the future (that would be really nice).