Guide to Adding Contacts to Lists in HubSpot (Step-by-Step)

How to Add Someone to a List in HubSpot

Adding contacts to lists in HubSpot is a fundamental task for segmenting your audience for targeted marketing, sales, or service actions. HubSpot provides flexibility in managing your contacts through both active and static lists, each serving distinct purposes based on your needs.

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Understanding List Types

Before adding contacts to a list, it's crucial to understand the two main types of lists in HubSpot: active and static. Active lists automatically update their members based on specific criteria. When a contact meets these criteria, they are added to the list, and when they no longer meet the criteria, they are removed. Static lists, on the other hand, are snapshots of contacts at a point in time. Once a contact is added to a static list, they remain there until manually removed, regardless of changes in their properties.

Adding Contacts to Static Lists

There are several methods to add contacts to a static list in HubSpot, catering to different scenarios and user preferences.

From an Index Page

1. Navigate to your records by selecting either Contacts or Companies from the CRM menu in your HubSpot account.
2. Use the checkboxes to select the contacts or companies you wish to add. You can select individual records or all records displayed on the page.
3. Click Add to static list at the top of the table. For contacts, you may need to click the More dropdown menu to find this option.
4. In the dialog box that appears, select the static list you want to add the records to, then click Add.

Note that there is a limit of adding up to 100 records at a time from an index page to a static list.

From an Individual Contact Record

1. In the CRM section of your HubSpot account, navigate to Contacts.
2. Click on the name of the contact you wish to add to a static list.
3. In the right panel, under the List memberships section, click Manage list memberships.
4. Click Add to list, select the static list from the dropdown menu, and then click Add.

From an Import

1. Go to CRM > Contacts in your HubSpot account and click on Import in the upper right corner.
2. Hover over the import you wish to add contacts from, click the More dropdown menu, and select Add imported contacts to list.
3. Select an existing static list from the dropdown menu, then click Add.

Using a Workflow (Professional and Enterprise Only)

1. Create a contact or company-based workflow.
2. Set your enrollment triggers for the records you want to add or remove from the list.
3. Click the + icon and select Add to static list to add records, or Remove from static list to remove records.
4. Select the static list from the dropdown menu and click Save.

Remember, removing records from a static list does not delete them from your HubSpot account. For deletion, you must follow the process for permanently deleting records.

Removing Contacts from Static Lists

To remove contacts or companies from a static list:

1. Open the static list by clicking its name.
2. Select the records you wish to remove by using the checkboxes next to their names.
3. Click Remove from list at the top of the table.
4. Confirm the removal in the dialog box.

This action will remove the selected contacts or companies from the static list but will not delete them from your HubSpot account.

Looking for more efficient ways to manage your contacts? Explore how to integrate HubSpot with Salesforce, LinkedIn, and Slack for enriched and sped-up multi-channel outreach.

Adding someone to a list in HubSpot is a key task for organizing your contacts and can be done manually as described above. However, for those looking to streamline their workflow and ensure data consistency across platforms, automating this process using Bardeen can be a game-changer.

1. Add a new row to Airtable, when HubSpot contact is created: Automate the process of syncing new HubSpot contacts to your Airtable base, ensuring that your databases are always up to date with the latest information.
2. Create a HubSpot contact from an email: This playbook uses email information to automatically create a new contact in HubSpot, streamlining lead entry and ensuring your contact list is always current.
3. Add a new row to Google Sheets, when HubSpot contact is created: Seamlessly add new HubSpot contacts to a specified Google Sheets spreadsheet, automating your data entry and keeping your records synchronized.

By automating these tasks, you can spend less time on data entry and more time on activities that drive growth. Get started by downloading the Bardeen app.