To know how to create lists in HubSpot, we must know the filters that help us establish the specific segmentation criteria. You can filter based on the properties created for the different HubSpot objects: contacts, companies, tickets, etc.
When selecting more than one property to filter, we must choose between AND or OR . When we set a property in the filter based on AND, it is mandatory that it meets the criterion, however, when OR is selected, the contacts must meet at least one of the chosen criteria.
In this example we can see an active list where we filter as follows:
Lead status: in progress or new And the contact creation malta telegram number database date is between January 1, 2023 and December 27 of the same year.
Step 4: Preview and Save
Once we have established the criteria, on the right we can see a preview of the contacts that will be in this list.
Before finishing, make sure that the list includes the desired contacts. Verify that the segmentation criteria are correct and save.
Step 5: Apply the List
The list will now be available for use in marketing campaigns and actions. From within the list itself we will see a series of options where we could use it, such as within automations (Workflows).
how to create lists in hubspot.