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HubSpot Lists with Salesmsg Properties
David Stupek avatar
Written by David Stupek
Updated over 4 weeks ago

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HubSpot static and active lists are a great way to make custom lists of your contacts based on specific criteria. Best of all, you can make lists based on Salesmsg properties like Message Sent, Message Received, Call Received, and much more!


Introduction

Let's start with a static list

Next Steps

  1. Open the Contacts Menu

  2. Select Lists

  3. Select Contact-based & Static List

  4. Select next


Filter type

These are the properties you can use as the parameters to build your custom list. In this example, I'm going to look for all my contacts who have a phone number that starts with 414.


Pin HubSpot Lists to Favorites

You can now pin HubSpot Lists to your Favorites, just like Segments on the Contacts page!

  1. Quick Access to Important Lists: Pinning your HubSpot Lists ensures theyโ€™re always just a click away, saving you time and effort searching for frequently used data.

  2. Streamlined Workflow: With your most important lists easily accessible, you can focus more on engaging with your contacts and less on navigating between different tools.

  3. Better Organization: Favorite your most-used HubSpot Lists to keep your workspace clean and tailored to your specific needs.

How It Works:

Navigate to the Contacts page, find your HubSpot Lists, and pin them to the side or add them to your Favorites. This simple setup ensures your workflow remains efficient and intuitive, allowing you to work the way that best suits your processes.


Active Lists

Now an active list

Next Steps

  1. Open the Contacts Menu

  2. Select Lists

  3. Select Contact-based & Active List

  4. Select next


Filter type

These are the properties you can use as the parameters to build your custom list. In this example, I'm going to look for all my contacts who have sent me a message in the last 24 hours.


The difference between Active & Static lists

Active lists are always checking your HubSpot data to determine if the list needs to be updated and if it does HubSpot will automatically do so. While a Static list will give you results that are accurate at the moment you make the list, a Static list will not update when information in your HubSpot integration updates.


Frequently Asked Questions

Why is my List is not updating?

Verify it is an Active list, and make sure to provide sufficient time for the updates you made to reflect your list.

Can I export this list?

Yes, you can export the lists at any time. When you're on the lists page, locate the "Actions" dropdown button and select the "Export" option.


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