List are sets of contacts filtered by specific properties for easy organizational access. Contacts are added to lists either manually, automatically through their properties meeting the criteria for a given list, or annually for certain lists.

Create a HubSpot Contact List

In your HubSpot account, navigate to Contacts > Lists.
In the upper right, click Create list.
In the left panel, select Contact-based to create a list of contacts, or Company-based to create a list of companies.
In the right panel, enter a name for the list and select if you want an Active list or a Static list.
- To determine which type of list type to use, see the Static List Vs Active List section below
In the upper right, click Next.
In the left panel, set the criteria for the contacts or companies you want to segment.
Select Add filter.
- Filters are only run once for static lists when created, but are checked continuously on active lists
Scroll or type to search, then select a filter category.
Within the category, scroll or type to search, then select the property or activity to filter by.
Select an option for the property or activity, then set your criteria based on the field type:
- Dropdown select or checkbox: click the dropdown menu and select the checkboxes to the left of the values.
- Text: click the Add options field and type to enter a text value. If you’re adding multiple options, separate each value with a semicolon (e.g. Boston; Chicago; New York).
- Numerical: click the Add values field and type to enter a number value. If you’re adding multiple options, separate each value with a semicolon (e.g. 10; 25; 30). This applies to Number, Score, and Calculation properties.
- Date picker: click the date calendar field, then in the calendar, select a date.
To add additional filters within the same category or group, click Add filter. Additional filters within the same filter category or group follow AND logic. A record must meet all criteria within the group in order to be included in the list.
To finish editing a filter group, click Close editor at the top right of the editor.
To add another filter group, click + Add filter group. Between filter groups, OR logic applies. A record must meet the criteria of at least one of the filter groups in order to be included in the list.

After creating the list, you'll be redirected to the list's detail page. From there, you can further manage and customize the list. You can add or remove criteria, edit the list properties, or even automate workflows based on the list.

That's it! You have successfully created a list in HubSpot. You can use this list for targeted marketing campaigns, email sends, or any other relevant actions within the HubSpot platform.

View an existing list

Navigate to CRM > Lists
Find desired list by:
1. Search for desired list
  OR
2. Select Folders in the top right corner to view organized folders of lists and navigate to desired list
Click on desired list to see the contacts

Static Lists vs Active Lists

Static List

A static list is a list of contacts that is made with the intention that people would only be added to the list after manual review. This is because contacts can only be added to or removed from static lists manually. These are typically important lists that do not change often and are a way of “locking” the list to make sure if an accident does happen it does not impact the list.

Active List

An active list will continuously update the list based on the selected criteria. These lists will update when a contact meets the criteria for the list. These lists are typically used for lists that update often or have many contacts in them where it would be difficult to manage the people often.