Guide to Adding Companies to HubSpot Lists in 5 Steps

How to Add a Company to a List in HubSpot

Adding companies to lists in HubSpot enables users to organize their contacts and companies efficiently, facilitating targeted marketing efforts and streamlined communication. The process varies slightly depending on whether you're dealing with static or active lists and whether you're adding companies manually or want them to be added based on certain criteria automatically.

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Adding Companies to Static Lists

Static lists in HubSpot are fixed lists where companies are added or removed manually. This feature is particularly useful for creating custom lists that do not rely on dynamic criteria.

1. Navigate to your Companies section in HubSpot.
2. Search for the company you wish to add to a list.
3. Select the company by ticking the checkbox next to it.
4. Look for the 'Add to list' option and click on it.
5. Choose the static list you've created or create a new one and add the company.

Note: As of the information available, HubSpot does not allow direct removal of companies from static lists within the list view. This functionality might be subject to change, and users are encouraged to check for updates or workarounds.

Creating and Utilizing Active Lists with Company Criteria

Active lists automatically update based on set criteria. While directly adding a company to an active list isn't possible due to the dynamic nature of these lists, you can set criteria that automatically include certain companies.

1. Go to the Lists section under Contacts or Companies.
2. Click on 'Create list' and select 'Company-based' for the list type.
3. Choose 'Active list' and set the criteria that companies must meet to be added to this list automatically.
4. Save the list. Companies matching the criteria will automatically be added.

For instance, you can create a list that includes companies from a specific industry or with a certain number of employees by setting these as criteria.

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Automatically Associating Contacts with Companies

HubSpot can automatically associate contacts with companies based on email domains, which indirectly helps in managing company lists. This feature is enabled in the settings and works by matching the email domain of a contact to the company's domain name in HubSpot.

To enable this:

1. In your HubSpot account, click the settings icon.
2. Navigate to Objects > Companies.
3. Look for the 'Create and associate companies with contacts' option and enable it.

This setting will automatically create company records and associate contacts based on email domains, streamlining the organization of your contacts and companies.

Remember, while this feature helps in associating contacts with companies, direct management of company lists primarily relies on the criteria set for active lists or manual addition to static lists.

While adding a company to a list in HubSpot can be done manually as outlined above, automating this process with Bardeen’s integrations can significantly enhance your productivity and ensure your data is always up-to-date. Automation can help streamline data entry, reduce errors, and free up time for more strategic tasks. Let’s explore how Bardeen can automate HubSpot tasks:

1. Add a new row to Airtable, when a HubSpot company is created: This playbook automatically adds a new row to Airtable with HubSpot company information whenever a new company is created in HubSpot, making it easier to manage your data across platforms.
2. Add a new row to Google Sheets, when a HubSpot company is created: Similar to the Airtable integration, this playbook adds a new row to Google Sheets with the relevant company information from HubSpot, streamlining data management and accessibility.
3. Add a new row to a Coda table, when a HubSpot company is created: Automatically adds a new row to a Coda table with company information from HubSpot, ensuring your project management tools are synchronized with your CRM data.

By leveraging Bardeen's playbook, you can automate routine data tasks, ensuring your various platforms are always synchronized with the latest HubSpot data. Download the Bardeen app to start automating your HubSpot workflows today.