App Tutorial

Group Contacts in HubSpot: A Step-by-Step Guide

author
Jason Gong
App automation expert
Apps used
HubSpot
LAST UPDATED
April 4, 2024
TL;DR

To add contact groups in HubSpot, utilize custom properties, lists, and property groups instead of traditional contact groups. This method offers flexibility in segmenting contacts based on specific criteria.

This approach enhances CRM efficiency by allowing dynamic management and categorization of contacts.

Streamline your HubSpot contact management by automating the process with Bardeen, ensuring efficiency and accuracy.

How to Add Contact Groups to Contact Record in HubSpot

Organizing and categorizing contacts within HubSpot can significantly enhance your CRM's efficiency and usability. This guide explores various methods and best practices for adding contact groups to contact records, managing marketing contacts, and utilizing HubSpot property groups effectively.

Automate your HubSpot workflows and enhance efficiency with Bardeen. Discover how to integrate HubSpot with your favorite apps like Gmail, Airtable, and Coda.

HubSpot Contact Groups

HubSpot does not inherently have a feature labeled "contact groups" in the traditional sense where users can create a named group and add multiple contacts to it directly. Instead, HubSpot offers a more dynamic and integrated approach to organize contacts through the use of custom properties, lists, and property groups. This approach allows for more flexibility and depth in managing and segmenting contacts based on specific criteria.

HubSpot Contact Record

To categorize contacts within HubSpot, users can create custom properties or utilize existing ones to segment contacts based on specific criteria. These properties can then be used to create lists that effectively group contacts. For instance, a custom property named "Customer Segment" could be created with different segments as options. Contacts can be assigned to these segments, and dynamic lists can be created based on these property values.

Explore Bardeen playbooks like Automatically Create HubSpot Contact from Gmail Email to automate contact management and save time.

Manage Marketing Contacts HubSpot

Marketing contacts in HubSpot are specifically designated contacts that you plan to market to. HubSpot's system allows users to mark certain contacts as marketing contacts, which directly influences billing for Marketing Hub subscriptions. Non-marketing contacts, on the other hand, do not count towards your billing tier. It's crucial to regularly review and update the status of your contacts to ensure accurate billing and effective marketing segmentation. Users can set and update a contact's marketing status directly from the contact record under the "Marketing Contact Status" property.

HubSpot Property Groups

Property groups in HubSpot serve as organizational containers for properties within contact, company, deal, or ticket records. They help keep the properties organized and make it easier for users to find and utilize them effectively. To add or manage property groups:

  1. Navigate to Settings > Properties.
  2. Select the object type (Contacts, Companies, Deals, Tickets).
  3. Click on 'Groups' tab to view, add, or edit property groups.
  4. To add a new group, click 'Create group', enter the group name, and save.
  5. To add properties to a group, navigate to the 'Properties' tab, find the property you wish to move, click the 'More' dropdown, and select 'Move to group'.

Effectively using property groups can significantly enhance data organization and accessibility within HubSpot, making it easier to manage and segment your contacts.

It's important to note that while HubSpot's flexible system offers various ways to organize and categorize contacts, direct "contact groups" in the traditional sense are not a standalone feature. Instead, HubSpot's approach focuses on using properties, lists, and property groups to achieve similar outcomes, providing a more integrated and dynamic system for managing contacts.

For seamless multi-channel outreach, learn how to integrate HubSpot with LinkedIn. Also, discover ways to integrate HubSpot with Salesforce and sync HubSpot and Slack for instant alerts.

Automate Your HubSpot Contact Grouping with Bardeen

Grouping contacts in HubSpot is a powerful way to organize your CRM and enhance your marketing strategies. While HubSpot offers dynamic tools for grouping contacts through lists and custom properties, automating these processes can save time and ensure your contact records are always up to date. Bardeen provides automation playbooks that streamline these tasks, allowing you to focus more on strategy and less on manual data entry.

Explore these Bardeen playbooks to automate contact grouping in HubSpot:

  1. Automatically Create HubSpot Contact from Gmail Email: This playbook ensures every new email in Gmail is automatically turned into a HubSpot contact, making sure you capture every lead without lifting a finger.
  2. Add a new row to Airtable, when HubSpot contact is created: Perfect for organizing contact groups outside of HubSpot, this playbook auto-populates Airtable with new HubSpot contacts for additional layers of organization and analysis.
  3. Add a new row to a Coda table, when HubSpot contact is created: Similar to the Airtable playbook, this automation adds new HubSpot contacts to a Coda table, offering another platform for managing and analyzing your contact groups.

Embrace the power of automation to refine your contact management and grouping strategies in HubSpot. Start now by downloading the Bardeen app.

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