Guide to Adding Contacts to HubSpot Lists: 2 Methods

Jason Gong
LAST UPDATED
June 25, 2024
TL;DR

Navigate to Contacts, select Actions, then Add to list.

By the way, we're Bardeen, we build a free AI Agent for doing repetitive tasks.

If you manage contacts, you might love Bardeen's AI for sales. It automates tasks like lead generation and email outreach. Save time and focus on closing deals.

Managing contacts effectively in HubSpot is crucial for a successful CRM strategy. In this step-by-step guide, you'll learn how to add contacts to a HubSpot list easily, whether manually, through imports, or by automating the process with workflows. By mastering these techniques, you can organize your contacts efficiently and leverage HubSpot's powerful features to enhance your marketing and sales efforts.

Understanding HubSpot Lists and Contacts Management

HubSpot offers two types of lists for managing contacts: static and dynamic lists. Understanding the difference between these list types is crucial for effective contact management and enhancing your CRM strategies.

  • Static lists are manually created and updated, meaning contacts must be added or removed by hand. They are best suited for one-off email sends, infrequent campaigns, or lists that don't change often, such as event attendees or company employees.
  • Dynamic lists, also known as active lists, automatically update based on set criteria. Contacts are added or removed in real-time as they meet or fail to meet the specified conditions, such as property values, list memberships, or interactions with your website. Dynamic lists are ideal for ongoing email campaigns, segmentation, and maintaining up-to-date contact groups.

By leveraging both static and dynamic lists in HubSpot, you can automate sales prospecting processes, ensure your email campaigns reach the right audience, and improve the overall effectiveness of your CRM strategy.

How to Manually Add Contacts to a HubSpot List

Adding contacts manually to HubSpot lists is a straightforward process. Follow these steps to add contacts to both static and dynamic lists:

  1. Navigate to your Contacts dashboard in HubSpot.
  2. Select the contacts you want to add to a list by checking the boxes next to their names.
  3. Click the "Actions" dropdown menu and select "Add to list."
  4. Choose the list you want to add the contacts to, or create a new list if needed.
  5. Click "Add" to confirm and add the selected contacts to the list.

When manually adding contacts, it's crucial to ensure accurate data entry. Double-check the information before adding contacts to avoid common pitfalls, such as duplicate entries or incorrect email addresses. For more efficient management, consider using automation tools for lead management.

Save time and avoid errors. Automate lead management tasks with Bardeen and focus on what truly matters.

By following these steps and maintaining data accuracy, you can effectively manage your contacts and ensure your lists are up-to-date and relevant.

Importing Contacts into HubSpot Lists

Importing contacts into HubSpot lists is an efficient way to add multiple contacts at once. Follow these steps to import contacts using CSV or Excel files:

  1. Prepare your import file, ensuring it meets HubSpot's file requirements. Your file should include a header row with column names that match HubSpot's contact properties, such as "First Name," "Last Name," and "Email."
  2. To avoid creating duplicate contacts, include a unique identifier column, such as "Email" or "Contact ID."
  3. Navigate to your Contacts dashboard in HubSpot and click "Import" in the top right corner.
  4. Select "File from computer" and choose your CSV or Excel file.
  5. Map the columns in your file to the corresponding HubSpot properties. HubSpot will attempt to match columns automatically based on header names, but you can manually adjust the mapping if needed.
  6. If you want to add the imported contacts to a list, select "Add contacts to a list" and choose the appropriate list.
  7. Review your import settings and click "Finish import" to complete the process.
Select "File from computer" and choose your CSV or Excel file.

HubSpot's import tool also allows you to create custom contact properties during the import process. If your file contains columns that don't match existing HubSpot properties, you can create new custom properties to store that data.

By following these steps and ensuring your import file is properly formatted, you can quickly and easily add contacts to your HubSpot lists, automating sales prospecting and streamlining your contact management process.

Automating Contact Addition with HubSpot Workflows

HubSpot workflows allow you to automate the process of adding or updating contacts in lists based on specific triggers or criteria. This can save time and ensure that your lists are always up-to-date. Here's how to set up a workflow for automating contact addition:

  1. Navigate to the Workflows tool in your HubSpot account and click "Create workflow."
  2. Choose the type of workflow you want to create, such as a contact-based workflow.
  3. Set the enrollment trigger for your workflow, such as when a contact submits a form or when a contact property is updated.
  4. Add an action to your workflow to add the contact to a specific list or update their list membership.
  5. Specify any additional criteria or conditions for the workflow, such as checking if the contact already belongs to the list before adding them.
  6. Activate your workflow and monitor its performance.
Navigate to the Workflows tool in your HubSpot account and click "Create workflow."

Some common automation scenarios include:

  • Adding contacts to a list when they submit a specific form on your website.
  • Updating a contact's list membership when their lifecycle stage changes.
  • Removing contacts from a list if they haven't engaged with your emails in a certain period.

By leveraging HubSpot workflows, you can automate sales prospecting and ensure that your lists are always accurate and up-to-date. This can help improve the effectiveness of your marketing and sales efforts and ultimately drive better results for your business.

Bardeen can help you enrich LinkedIn profiles in Google Sheets. Save time with automated workflows and focus on important tasks. Try it now for a more efficient sales process.

Analyzing and Optimizing Your HubSpot Contact Lists

To ensure your contact lists remain effective and manageable, it's essential to regularly analyze their performance and optimize them accordingly. HubSpot provides several tools and techniques for monitoring the health and efficiency of your lists:

  • Use the "Performance" tab within each list to view key metrics such as open rates, click-through rates, and unsubscribe rates.
  • Leverage HubSpot's built-in analytics to identify trends and patterns in contact engagement, such as which lists have the highest or lowest engagement rates.
  • Create custom reports to track specific metrics or compare the performance of different lists side-by-side.

In addition to monitoring performance, it's crucial to maintain your lists through regular cleanup and refinement:

  1. Remove inactive or unengaged contacts who haven't opened or clicked your emails in a specified period (e.g., 6-12 months).
  2. Merge duplicate contacts to keep your lists clean and avoid sending multiple emails to the same person.
  3. Update and refine your list criteria periodically to ensure contacts are segmented accurately based on their current characteristics and behaviors.
  4. Delete unused or outdated lists to keep your HubSpot account organized and clutter-free.

By consistently analyzing and optimizing your HubSpot contact lists, you can improve deliverability, increase engagement, and ultimately drive better results from your email marketing efforts. Make list maintenance a regular part of your workflow to keep your lists healthy, targeted, and effective over time. For more tips, check out our guide on building a prospect list.

Automate HubSpot Tasks Easily with Bardeen

Adding contacts to a list in HubSpot can be done manually following the steps provided, but for those looking to streamline their workflow and automate their CRM processes, Bardeen offers powerful automation solutions. Automating these tasks can save time, reduce manual entry errors, and ensure your marketing efforts are more efficient and effective.

Explore how Bardeen can enhance your HubSpot experience:

  1. Copy all HubSpot contacts to Coda: This playbook automates the process of transferring all your HubSpot contacts into a Coda table, making it easier to manage and visualize your CRM data outside of HubSpot.
  2. Create a HubSpot contact from an email: Leverage the power of automation to create HubSpot contacts directly from email addresses. This playbook utilizes Clearbit and Google Mail integrations for seamless contact creation.
  3. Save a Salesforce contact as a new HubSpot contact: Merge the capabilities of Salesforce and HubSpot by automatically saving Salesforce contacts as new entries in your HubSpot CRM. This playbook ensures that your sales and marketing efforts are aligned and integrated.

Automating your HubSpot processes with Bardeen not only saves time but also enhances your ability to manage relationships and drive sales. Get started by downloading the Bardeen app.

Contents
Automate HubSpot with Bardeen

Bardeen's AI automates repetitive tasks in HubSpot, saving you time and effort.

Get Bardeen free

Related frequently asked questions

Export Salesforce Campaign Members: A Step-by-Step Guide

Learn how to export campaign members from Salesforce Lightning for targeted analysis and data-driven decision-making. Enhance sales strategies.

Read more
Import JSON Data into Google Sheets: A Step-by-Step Guide

Learn how to import JSON into Google Sheets using Google Apps Script, third-party add-ons, or external services. Find the best method for your needs.

Read more
Guide to Adding Companies to HubSpot Lists in 5 Steps

Learn to efficiently add companies to HubSpot lists, either manually to static lists or automatically to active lists, to improve marketing and communication.

Read more
AI for Lead Generation: Secure Quality Leads Quickly

Discover how AI can revolutionize lead generation, offering faster, high-quality lead acquisition and improving conversion rates effectively.

Read more
Convert Google Sheets to CSV: A Step-by-Step Guide

Learn how to convert Google Sheets to CSV for better data manipulation and sharing. A step-by-step guide on exporting, importing, and editing CSV files.

Read more
Add Contacts to Salesforce Campaign: A Step-by-Step Guide

Learn how to add contacts to a Salesforce campaign using direct addition, reports, or mass addition tools for efficient outreach and campaign management.

Read more
how does bardeen work?

Your proactive teammate — doing the busywork to save you time

Integrate your apps and websites

Use data and events in one app to automate another. Bardeen supports an increasing library of powerful integrations.

Perform tasks & actions

Bardeen completes tasks in apps and websites you use for work, so you don't have to - filling forms, sending messages, or even crafting detailed reports.

Combine it all to create workflows

Workflows are a series of actions triggered by you or a change in a connected app. They automate repetitive tasks you normally perform manually - saving you time.

get bardeen

Don't just connect your apps, automate them.

200,000+ users and counting use Bardeen to eliminate repetitive tasks

Effortless setup
AI powered workflows
Free to use
Reading time
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
By clicking “Accept”, you agree to the storing of cookies. View our Privacy Policy for more information.