TL;DR
A static list in HubSpot is a collection of records that meet specific criteria at the time the list is created, and does not update automatically. It's ideal for one-time campaigns or events.
- Static lists capture a snapshot of records at a specific point in time.
- Useful for one-time email campaigns, event attendee lists, or specific segmentations.
- Creating a static list involves setting criteria and saving the list in the HubSpot account.
- Records can be manually added or removed, and lists can be edited, cloned, or deleted.
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What is a Static List in HubSpot?
A static list in HubSpot is a specific type of list that includes records (such as contacts, companies, deals, or custom objects) that meet a set criteria at the point when the list is saved. Unlike active lists, static lists do not automatically update when new records meet the criteria or existing records no longer meet the criteria. This means that once a static list is created, its members remain unchanged unless manually edited. Static lists are useful for capturing a snapshot of records at a specific point in time, for one-time email campaigns, or for grouping records that may not share a common criteria but need to be segmented together for a specific purpose.
Static lists can be utilized in various HubSpot tools, including sending marketing emails, creating ads audiences, enrolling contacts in workflows, and generating custom reports. They are particularly valuable for one-time marketing blasts, event attendee lists, or any scenario where the list of records does not need to change over time.
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To create a static list, users with 'Write' permissions for lists can navigate to Contacts > Lists in their HubSpot account, click 'Create list', and then choose the 'Static list' option. They can then set the criteria for the list based on property values, activities, or other characteristics. Once the criteria are set and the list is saved, it will include all records that meet the criteria at that moment. Records can be manually added to or removed from static lists as needed.
Editing a static list involves navigating to Contacts > Lists, selecting the list to be edited, and then making changes to the list's details or criteria. Users can also clone, delete, or use static lists in other HubSpot tools from the list's details page. It's important to note that deleting a static list permanently removes it, but records within the list are not deleted.
Discover why HubSpot CRM integrations are critical for salespeople for streamlining operations and enhancing efficiency.
Automate HubSpot Lists with Bardeen: A How-To Guide
While a static list in HubSpot helps segment your contacts based on specific criteria at a particular moment, automating interactions with these lists can further enhance your marketing strategies. With Bardeen, you can automate various tasks related to your static lists, ensuring that your marketing efforts are both efficient and effective.
- Generate a list of tasks from a HubSpot ticket using OpenAI and save them to Asana as new tasks: This playbook leverages OpenAI to identify critical tasks from a HubSpot ticket, streamlining your workflow by automatically adding these tasks to Asana. It's a game-changer for project management and customer service efficiency.
- Copy all HubSpot tickets to Airtable: Automate the transfer of your HubSpot tickets into Airtable. This playbook ensures all your customer service tickets are organized in Airtable, allowing for enhanced tracking and analysis.
- Copy all HubSpot contacts to Coda: Seamlessly move your HubSpot contacts to a Coda table with just one click. This automation simplifies managing your contacts, ensuring your CRM and project management tools are in sync.
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