App Tutorial

Guide to Adding Contacts to HubSpot Lists: 2 Methods

Jason Gong
App automation expert
Apps used
April 15, 2024

To add contacts to a list in HubSpot, navigate to Contacts > Lists, create a static list, and either manually select contacts or use filters. Alternatively, import contacts directly into a list for bulk operations.

Understanding these methods enhances CRM strategy and marketing efficiency.

Streamline your HubSpot list management and automate your CRM processes with Bardeen.

Add Contacts to a List in HubSpot

Managing contacts efficiently is crucial for any marketing or sales strategy, and HubSpot's robust list management features provide a streamlined way to organize your contacts. Whether you're looking to add contacts to a static list for targeted email campaigns or manage dynamic lists for ongoing marketing efforts, understanding the nuances of HubSpot's list management can significantly enhance your CRM strategy.

Automate your HubSpot list management with Bardeen to save time and reduce manual entry errors. Download the Bardeen app to get started.

How to Add Contacts to a Static List in HubSpot

Static lists in HubSpot are snapshots of contacts that meet certain criteria at the time of the list's creation. These lists do not update automatically, making them ideal for one-time email campaigns or event attendee lists.

  1. Navigate to your HubSpot account and go to Contacts > Lists.
  2. Click on Create list in the upper right corner.
  3. Select Static list and click Next.
  4. Give your list a name and, optionally, a description.
  5. To add existing contacts, use the filters to specify criteria or manually select contacts. For manual selection, navigate to Contacts or Companies, select the contacts or companies you wish to add, then choose Add to static list from the options.
  6. After setting your criteria or selecting contacts, click Save list.

For individual contacts, you can add them to a static list directly from their contact record. Simply click on the contact's name, find the List memberships section, and manage their list memberships accordingly.

HubSpot Import Contacts to List

For bulk operations, importing contacts directly into a list is an efficient method:

  1. Go to Contacts > Contacts, and click on Import in the upper right corner.
  2. Select File from computer and upload your contact file.
  3. During the import process, HubSpot will prompt you to either create a new list for these contacts or add them to an existing static list.
  4. Choose to add them to an existing static list and select the list from the dropdown menu.
  5. Complete the import process by following the on-screen instructions.

This method is particularly useful for post-event follow-ups where you have a list of new contacts to nurture.

HubSpot List Management

Effective list management in HubSpot not only involves adding contacts to lists but also maintaining these lists over time. Here are some tips for managing your lists:

  • Review and clean your lists regularly: Ensure your lists are up-to-date by removing unengaged contacts or updating list criteria as needed.
  • Segment your lists thoughtfully: Use properties and behaviors to create targeted lists for more effective marketing campaigns.
  • Utilize workflows for dynamic lists: For lists that need to update automatically based on contact behavior or properties, consider using workflows to add or remove contacts from lists dynamically.
  • Monitor list performance: Use HubSpot's reporting tools to analyze how different lists perform in campaigns, and adjust your strategy accordingly.
Discover how to integrate HubSpot with Salesforce, integrate HubSpot with LinkedIn, and sync HubSpot and Slack for instant alerts to enrich and speed up multi-channel outreach.

By mastering HubSpot's list management features, you can ensure your marketing efforts are both targeted and efficient, leading to better engagement and conversion rates.

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.

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