Guide to Adding Contacts to HubSpot Active Lists (4 Steps)

How to Add Contacts to an Active List in HubSpot

Adding contacts to an active list in HubSpot is a vital process for segmenting your audience for targeted marketing campaigns. Understanding the difference between static and active lists, as well as the methods to add contacts, will streamline your marketing efforts and ensure the right messages reach the right audience.

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Understanding Static vs Active List in HubSpot

Before adding contacts to a list, it's crucial to understand the types of lists in HubSpot. Static lists are unchanging once created, unless manually updated. They snapshot contacts meeting specific criteria at creation. Active lists, or dynamic lists, automatically update when contacts meet or no longer meet specified criteria. This distinction affects how and when you add contacts.

Adding Contacts to an Active List

Contacts are added to an active list based on criteria set when the list is created. Unlike static lists, where contacts are manually added or removed, active lists dynamically update. If you need to add a contact to an active list, you must ensure the contact meets the list's criteria. This can involve updating the contact's properties to match those specified in the list's criteria.

Methods to Add Contacts to an Active List

• Update Contact Properties: Adjust the contact's properties so they match the criteria of the active list. This can include actions like changing a contact's lifecycle stage or adding a specific tag.
• Modify List Criteria: If necessary, you can also adjust the active list's criteria to include the contacts you wish to add. This method should be used cautiously to avoid unintentionally broadening your list.

Remember, active lists are designed to automatically manage membership based on set criteria. Direct manual addition to these lists isn't possible in the same way as with static lists. Instead, ensure your contacts meet the necessary criteria for inclusion.

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Utilizing Active Lists Effectively

Active lists play a crucial role in dynamic marketing efforts, adapting as your contacts' properties change. Use them for ongoing campaigns where membership may fluctuate, such as a list of all current customers or contacts interested in a specific product line. Understanding the criteria that govern these lists will help you manage your contacts effectively and ensure your marketing efforts are targeted accurately.

Enhance your HubSpot experience by integrating with other tools: integrate HubSpot with Salesforce, integrate HubSpot with LinkedIn to enrich and speed up multi-channel outreach, and sync HubSpot and Slack for instant alerts.

While adding contacts to an active list in HubSpot can be done based on criteria you set, automating the process can save you time and ensure your lists are always up-to-date. With Bardeen, you can automate various tasks related to managing your contacts in HubSpot, allowing you to focus on more strategic tasks.

Here are some examples of how Bardeen can automate your HubSpot workflows:

1. Create a HubSpot contact from an email: This playbook uses Clearbit and Google Mail to automatically create a new contact in HubSpot from an email, streamlining the process of growing your contact list.
2. Copy all HubSpot contacts to Coda: Seamlessly sync your HubSpot contacts to a Coda table, allowing for advanced data manipulation and integration with other tools.
3. Enrich and update a HubSpot contact's record with new information: Use Clearbit to automatically enrich HubSpot contacts with additional information, keeping your database rich and up-to-date.

Automate your HubSpot tasks with Bardeen and spend more time on what matters most in your business. Get started by downloading the Bardeen app.