Adding Contacts to HubSpot Lists: A Step-by-Step Guide

How to Add a Contact to a List in HubSpot

Adding contacts to lists in HubSpot is a fundamental task for segmenting and managing your database efficiently. Whether you're targeting specific contacts for marketing campaigns, sales outreach, or customer service, understanding how to add contacts to both static and active lists is crucial. This guide will walk you through the various methods to add contacts to lists within HubSpot, ensuring you can leverage your contact database to its full potential.

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Understanding Active and Static Lists

HubSpot offers two types of lists: active and static. Active lists automatically update their members based on specific criteria. For instance, if a contact's properties change and they meet the criteria of an active list, they will be added to it automatically. Conversely, if they no longer meet the criteria, they will be removed. Static lists, on the other hand, do not update automatically. Once a contact is added to a static list, they remain on that list until manually removed. This distinction is vital when planning how to manage and segment your contacts.

Adding Contacts to Static Lists

There are several methods to add contacts to a static list, each suitable for different scenarios.

From an Index Page

1. Navigate to your records. For contacts, go to Contacts > Contacts. For companies, go to Contacts > Companies.
2. Select the checkboxes next to the contacts or companies you wish to add. You can select individual records or all records displayed on the page.
3. At the top of the table, for companies, click Add to static list. For contacts, click the More dropdown menu and select Add to static list.
4. In the dialog box, select the list from the dropdown menu, then click Add.

From an Individual Record

1. Navigate to Contacts > Contacts.
2. Click the name of the contact you want to add to a static list.
3. In the right panel under the List memberships section, click Manage list memberships.
4. In the upper right, click Add to list.
5. In the dialog box, select the static list to add the contact to, then click Add.

From an Import

1. Navigate to Contacts > Contacts.
2. In the upper right, click Import.
3. Hover over the import, click the More dropdown menu, then select Add imported contacts to list.
4. In the dialog box, select Existing static list, then choose the list.
5. Click Add.

Using a Workflow (Professional and Enterprise Only)

1. Create a contact or company-based workflow.
2. Set your enrollment triggers to enroll the records you want to add to or remove from the list.
3. Click the + icon and select Add to static list or Remove from static list as needed.
4. Select the list to add records to or remove records from, then click Save.

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Adding Contacts to Active Lists

To add a contact to an active list, you must either update the contact's properties to meet the list's criteria or adjust the list's criteria to include the contact. This process is automatic based on the criteria set for the active list. Similarly, to remove a contact from an active list, update the contact's properties so they no longer meet the list's criteria or adjust the list's criteria to exclude the contact.

Understanding and utilizing these methods to add contacts to lists in HubSpot will enable you to segment your database effectively, allowing for more targeted and efficient marketing, sales, and service activities.

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While manually adding contacts to lists in HubSpot is straightforward, automating this process with Bardeen can significantly enhance your efficiency and ensure your lists are always up-to-date. Automating contact management allows for real-time updates, reducing manual errors and freeing up valuable time for more strategic tasks.

Explore these Bardeen automations to streamline your HubSpot contact management:

1. Save a Salesforce contact as a new HubSpot contact: Seamlessly integrate Salesforce contacts into HubSpot, ensuring your HubSpot lists are enriched with valuable Salesforce data.
2. Add a new row to Airtable, when HubSpot contact is created: Automate the process of syncing new HubSpot contacts to Airtable, facilitating a more organized and actionable database.
3. Save LinkedIn profile to HubSpot as a new contact: Directly convert LinkedIn profiles into HubSpot contacts, streamlining your lead generation process from social media.

By leveraging these automations, you can ensure your HubSpot lists are always current and optimized for your marketing and sales strategies. Get started now by downloading the Bardeen app.