How do I Add a Contact to a List in HubSpot

Small companies and even bigger ones love using HubSpot to enhance their effectivity, significantly relating to repetitive duties. HubSpot has loads of capabilities to make entrepreneurs’ lives simpler, together with grouping contacts into lists. However, freshmen could not have mastered this but.

You can discover out all that you must learn about including contacts to HubSpot lists beneath. We’ll cowl a number of record varieties because the app provides a number of choices.

Creating a Contact List

HubSpot customers can group their leads into lists, and there are two varieties to select from. Active lists mechanically update the contacts primarily based on particular standards, permitting entrepreneurs or their workers to deal with different issues. If an individual doesn’t match the record, they may go away it mechanically.

In easier phrases, if an individual not lives in a single metropolis {that a} record cites as standards, they may not be discovered there. However, it’s attainable to rejoin the record by fulfilling all situations once more.

On the opposite hand, static lists will solely embrace contacts that meet the situations when the record is created. They don’t change with out consumer enter, so new contacts aren’t added in until somebody does so manually.

Businesses can use lists for recording how many individuals crammed an info kind, who interacted with a advertising e-mail, and even distinctive web page views. The prospects are limitless, having an inventory makes experiences stronger. You can categorize info exactly so workforce leaders don’t need to do a lot sifting.

Those who use the Enterprise and Professional HubSpot plans have much more record capabilities.

Both varieties have their makes use of, and customers will doubtless have a minimum of certainly one of every created. For instance, lively lists are nice for normal newsletters and sending automated emails. Static lists are best reserved for contacts that don’t share many standards. You may use static lists to phase contacts for later deletion.

To create a HubSpot record, you possibly can comply with these steps:

1. Log in to your HubSpot account.
   
2. Go to “Contacts” and click on on “Lists.”
   
3. Click on “Create List.”
   
4. Select “Contact-Based” to make an inventory of contacts.
   
5. Name the record and select whether or not you need an lively or static record.
   
6. Pick “Next” and choose “Add Filter.”
   
7. Choose a filter class and repeat till happy.
   
8. Save the record while you’re completed including filters.
   

After creating an inventory, you possibly can return so as to add, modify, or delete filters. Each record can help as much as 250 filters, although you’re not anticipated to make use of that many.

In addition, solely customers with Write permissions can create a contact record. Those with View permissions can solely entry them however not modify any of the contents. You’ll need to get the correct clearance first from an administrator if you happen to don’t have it.

Below are the steps for modifying an inventory:

1. Go to “Contacts” and “Lists.”
   
2. Find the record you need to modify and choose it.
   
3. Click on the pencil icon near the record’s identify to rename it, if essential.
   
4. Select “Edit Filters” to alter the factors.
   
5. Save the modifications and go away when your job is finished.
   

Now that you know the way creating and modifying an inventory works, you can begin including contacts to static lists.

Adding Contacts to a List

Assuming you’re using a static record, you will need to manually add a contact or firm to the group. There are some ways to take action, and we’ll begin with the usual process:

1. Go to the “Contacts” part.
   
2. Pick “Contacts.”
   
3. Check the containers beside the names you need to add.
   
4. Click on the “More” dropdown menu.
   
5. Select “Add To Static List.”
   

For firms, the steps are related:

1. Go to “Contacts.”
   
2. Select “Companies.”
   
3. Check the specified containers.
   
4. Head to the highest of the desk and click on on “Add To Static List.”
   

If you need to add a single contact to an present static record, attempt these steps:

1. Log in your HubSpot account.
   
2. Go to “Contacts.”
   
3. Head to the “Contacts” subsection.
   
4. Click on the identify you need to add to an inventory.
   
5. Select “List Memberships” from the suitable panel.
   
6. Click on “Manage List Memberships” and “Add To List.”
   
7. Look for the record.
   
8. Choose “Add” to develop the record with this new contact.
   

Naturally, in addition to including contacts to an inventory, customers with the correct authority may delete them.

This following technique helps you to switch imported contacts to at least one static record:

1. Go to “Contacts” and choose the identically-named subsection.
   
2. Pick “Import” within the top-right nook.
   
3. Open the “More” menu and select “Add Imported Contacts To List.”
   
4. Choose “Existing Static List” from the dialog field that seems.
   
5. Select the record to import to.
   
6. Pick “Add.”
   
7. The record will now comprise the imported contacts.

Add Contacts to an Active List

Those who want to add contacts to an lively record can attempt the next steps:

1. Go to “Contacts,” after which the subsection additionally named “Contacts.”
   
2. Click on one of many contacts’ properties.
   
3. Edit that property to match the filter for the record which you need to populate.
   
4. Do the identical for different standards if you want.
   
5. When completed appropriately, the contact will now seem within the lively record.

Alternatively, you can even modify the lively lists’ standards. Once you accomplish that, any contacts similar to the brand new settings will mechanically seem within the lively record.

Removing Contacts From a List

You’re generally requested to take away contacts from a static record. While you are able to do it with out Professional and Enterprise plans, these upgraded accounts have a novel course of you should utilize.

First, we’ll begin with the usual technique HubSpot customers can attempt:

1. Log in to your HubSpot account and head to the dashboard.
   
2. Go to “Contacts” after which “Lists.”
   
3. Click on the record’s identify.
   
4. When you open the record, test the containers beside the names you need to take away.
   
5. Navigate to the highest and click on on “Remove From List.”
   
6. Confirm your choice.
   

This next trick lets Professional and Enterprise accounts add or delete data using a workflow:

1. Start by making a workflow, whether or not contact- or company-based.
   
2. Set up enrollment triggers for including or eradicating contacts from an inventory.
   
3. Click on the plus signal.
   
4. Select the choice so as to add or take away data from the static record.
   
5. Open the static record dropdown menu and decide the right record.
   
6. Save your settings.
   
7. Now, the workflow will allow you to deal with additions and deletions mechanically.

Even with the workflow lively, customers can nonetheless manually eliminate contacts from an inventory.

Create Folders for Lists

To assist with group, all HubSpot customers could make folders for his or her lists. While not essential, it would assist others discover particular lists shortly. Here’s how to create record folders:

1. Go to the dashboard and choose “Contacts.”
   
2. Head to the “Lists” part.
   
3. Click on “Folders” within the top-left nook.
   
4. Select “Create Folder.”
   
5. Name the brand new folder and click on on “Create.”
   
6. Go back to the “Lists” menu.
   
7. Open the dropdown menu and choose “Move To Folder.”
   
8. Move the record to the folder you need.
   

You could make many folders for particular lists as per the workforce’s wants. There are not any limits on what number of you can also make.

List Criteria

While each HubSpot subscription permits entry to totally different numbers of standards, you possibly can select from these default choices. These will allow you to group contacts effectively.

Contact-Based Lists

• Activity
• Line merchandise
• List membership
• Form submissions
• Media interactions
• Ads interactions
• Contact properties

Company-Based Lists

• Contact properties
• Quote
• Activity
• List memberships
• Imported memberships

The variety of out there standards will enhance by paying for upgraded plans, although just for contact-based lists. The company-based lists solely have 5 standards at most, and upgrading gained’t introduce any new ones.

FAQs

How do I label a contact in HubSpot?

To label a contact, you will need to create and customise an affiliation label. After doing so, you possibly can navigate to the document and add any present affiliation labels to it.

Can you categorize contacts in HubSpot?

Yes, you possibly can categorize contacts by granting them properties by making personas. With a persona, you possibly can update present contacts manually or in bulk.

What is a brilliant record in HubSpot?

Smart lists are merely one other identify for lively lists, teams that update themselves after new contacts becoming pre-determined standards are launched. Users with permission can manually update them, however the system already handles many of the work for them.

Precise List Control

HubSpot permits entrepreneurs and customer support consultants to deal with grouping contacts or firms effectively. Whether they use an lively or static record, it’s not difficult to group people based on particular necessities. It takes little time so as to add contacts to static lists too.

What do you concentrate on the HubSpot lists? Do you’ve gotten any characteristic solutions to enhance them? Let us know what you assume within the feedback part beneath.