App Tutorial

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

author
Jason Gong
App automation expert
Apps used
HubSpot
LAST UPDATED
March 30, 2024
TL;DR

To add a contact to a list in HubSpot, navigate to Contacts, select the contacts, and add them to a static list through the UI or import. For dynamic segmentation, use workflows in Marketing Hub Professional and Enterprise accounts.

This process is crucial for effective database management and targeted marketing.

Streamline your HubSpot contact management and ensure up-to-date information with Bardeen automation.

How to Add a Contact to a List in HubSpot

Adding contacts to a list in HubSpot is a fundamental task for segmenting and managing your database effectively. Whether you're dealing with static or active lists, the process involves a few steps that cater to the type of list you're working with. This guide will walk you through the methods to add contacts manually to both static and active lists within HubSpot.

Automating the addition of contacts to a list in HubSpot with Bardeen can significantly enhance efficiency and accuracy. Get started with Bardeen today.

Add Contact to Static List HubSpot

Static lists in HubSpot are snapshots of contacts or companies at a specific point in time. Once a contact is added to a static list, they remain on that list until manually removed. Here are the methods to add contacts to a static list:

  1. Navigate to your contacts or companies from the HubSpot dashboard by going to Contacts > Contacts or Contacts > Companies.
  2. Select the contacts or companies you wish to add by checking the boxes next to their names. You can select individual records or all records displayed on the page.
  3. At the top of the table, click Add to static list for companies or, for contacts, click the More dropdown menu and select Add to static list.
  4. In the dialog box that appears, select the desired static list from the dropdown menu, then click Add.

To add an individual contact to a static list:

  1. In your HubSpot account, navigate to Contacts > Contacts.
  2. Click the name of the contact you wish to add.
  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, use the Search for a static list dropdown to select the static list, then click Add.

Additionally, you can add contacts from an import directly to a static list:

  1. Navigate to Contacts > Contacts and click Import.
  2. Hover over the import, click the More dropdown menu, then select Add imported contacts to list.
  3. Select Existing static list from the dropdown menu, choose the list, and click Add.

HubSpot Manually Add Contact to List

For a more automated approach, especially useful for dynamic criteria-based segmentation, HubSpot offers the ability to add or remove contacts from a static list using workflows. This method is available for Marketing Hub Professional and Enterprise accounts:

  1. Create a contact or company-based workflow.
  2. Set your enrollment triggers based on the criteria for adding or removing contacts from the list.
  3. Click the + icon to add an action, then select Add to static list or Remove from static list as needed.
  4. Choose the static list from the dropdown menu and click Save.

For removing records from a static list within the Lists tool:

  1. Navigate to Contacts > Lists and click the name of the static list.
  2. Select the records to remove by checking their boxes.
  3. Click Remove from list at the top of the table and confirm in the dialog box.

Understanding the distinction between active and static lists, along with the methods to manually add contacts, empowers users to effectively segment and manage their HubSpot database for targeted marketing and sales activities.

Integrate HubSpot with Salesforce, integrate HubSpot with LinkedIn to enrich and speed up multi-channel outreach, and sync HubSpot and Slack for instant alerts with Bardeen.

Automate Your HubSpot Lists with Bardeen

Adding contacts to a list in HubSpot can be streamlined through automation, significantly enhancing efficiency and accuracy. Automating this process with Bardeen not only saves time but also ensures your marketing and sales teams always have the most up-to-date information at their fingertips. Here’s how:

  1. Add a new row to Airtable, when HubSpot contact is created: Seamlessly integrate your contact list management between HubSpot and Airtable. This automation triggers whenever a new contact is added to HubSpot, ensuring your Airtable base is always synchronized.
  2. Save a Salesforce contact as a new HubSpot contact: Effortlessly sync contacts from Salesforce to HubSpot. This automation ensures that your HubSpot contact list is enriched with your Salesforce CRM data, keeping all your contacts centralized.
  3. Create a HubSpot contact from an email: Automatically create a new contact in HubSpot from incoming emails. This playbook is ideal for capturing leads directly from your email marketing campaigns into HubSpot.

Activate these automations to maintain a dynamic and updated contact list in HubSpot with minimal manual intervention. Get started with Bardeen today.

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