Guide to Adding Contacts to HubSpot Partner List - Steps Included

How to Add Contact to HubSpot Partner List

Adding contacts to a partner list in HubSpot is a crucial task for managing and nurturing your business relationships efficiently. Whether you're working with an active or static list, HubSpot provides a flexible platform to segment your contacts based on various criteria. This guide synthesizes information from multiple sources to offer a comprehensive approach to adding contacts to your HubSpot partner list.

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Understanding HubSpot Lists

Before adding contacts to a partner list, it's essential to understand the types of lists HubSpot offers:

• Active Lists: Automatically update members based on specific criteria. Ideal for dynamic data that changes over time.
• Static Lists: Do not automatically update after creation. Suitable for one-time email campaigns or event attendee lists.

Identifying whether your partner list is active or static will determine how you add contacts to it.

Adding Contacts to a Static List

For static lists, contacts can be added manually, through imports, or via workflows for users with Marketing Hub Professional and Enterprise accounts.

1. Navigate to Contacts > Contacts or Contacts > Companies in your HubSpot account.
2. Select the checkboxes next to the contacts or companies you wish to add.
3. Click Add to static list and choose your partner list from the dropdown menu.

To add an individual contact:

1. Go to Contacts > Contacts and click on the name of the contact.
2. In the right panel, under List memberships, click Manage list memberships.
3. Click Add to list, select your partner list, and then click Add.

For adding contacts from an import:

1. Go to Contacts > Contacts and click Import.
2. Select Add imported contacts to list from the More dropdown menu next to your import.
3. Choose your partner list and click Add.

Using Workflows to Add Contacts to a Static List

For Marketing Hub Professional and Enterprise users, workflows can automate the process:

1. Create a contact or company-based workflow.
2. Set your enrollment triggers based on the desired criteria.
3. Click the + icon and select Add to static list or Remove from static list as needed.
4. Select your partner list from the dropdown menu and click Save.

Adding Contacts to an Active List

To add contacts to an active list, you must either:

• Update the contact's properties to meet the list's criteria.
• Adjust the list's criteria to include the specific contacts.

Remember, active lists dynamically update based on the criteria set, so adding contacts directly isn't necessary.

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Conclusion

Whether your partner list is active or static, HubSpot offers multiple methods to add contacts efficiently. Understanding the nature of your list and the available tools within HubSpot is key to effectively managing your partner relationships.

Adding contacts to your HubSpot partner list can be streamlined and automated, ensuring your CRM is always up-to-date without manual entry. By leveraging Bardeen and its integration with HubSpot, you can automate the process of capturing and managing contacts efficiently. This not only saves time but also enhances the accuracy of your data.

1. Save LinkedIn profile & company to HubSpot as a new contact: Automatically create HubSpot contacts and companies from LinkedIn profiles. Ideal for sales and marketing professionals looking to streamline lead capture.
2. Enrich and update a HubSpot contact's record with new information: Keep your HubSpot contacts' information up-to-date by enriching and updating records automatically. Perfect for maintaining accurate and detailed contact profiles.
3. Automatically Create HubSpot Contact from Gmail Email: Seamlessly turn emails received in Gmail into HubSpot contacts, ensuring every potential lead is captured in your CRM without manual effort.

Explore these automations to optimize your contact management process and focus more on relationships rather than data entry. Start automating by downloading the Bardeen app.