Add Contacts to HubSpot Static List: A Step-by-Step Guide

How to Add Contacts to a Static List in HubSpot

Adding contacts to a static list in HubSpot is a fundamental task for segmenting and managing your contacts for targeted marketing efforts. HubSpot provides several methods to accomplish this, catering to different scenarios and needs.

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Understanding Static vs. Active Lists in HubSpot

Before adding contacts to a static list, it's crucial to understand the difference between static and active lists. Static lists are fixed collections of contacts or companies that don't change unless you manually add or remove records. They are ideal for one-time email campaigns or to keep a permanent record of contacts who met specific criteria at a certain point in time. Active lists, on the other hand, dynamically update based on criteria you set, automatically adding or removing contacts as they meet or no longer meet these criteria.

How to Create a Static List in HubSpot

Before you can add contacts to a static list, you need to create one:

1. Navigate to your HubSpot account and go to Contacts > Lists.
2. Click on Create list.
3. Choose Contact-based or Company-based, depending on your needs.
4. Select Static list and click Next.
5. Give your list a name and, optionally, a description.
6. Click Create list without adding any criteria since you'll be adding contacts manually.

Adding Contacts to a Static List

There are several methods to add contacts to your newly created static list:

From an Index Page

1. Navigate to Contacts or Companies from your HubSpot CRM.
2. Select the checkboxes next to the contacts or companies you wish to add.
3. Click Add to static list and select your list from the dropdown menu.

From a Contact Record

1. Open the contact record you wish to add.
2. In the right panel, under List memberships, click Manage list memberships.
3. Click Add to list, select your static list, and click Add.

From an Import

1. Go to Contacts > Imports.
2. Find your import and click the More dropdown menu.
3. Select Add imported contacts to list, choose your static list, and click Add.

Using a Workflow (Professional and Enterprise Only)

1. Create a contact or company-based workflow.
2. Set your enrollment triggers based on the criteria for contacts you want to add.
3. In the workflow, add an action to Add to static list and select your list.

Removing Contacts from a Static List

To remove contacts or companies from a static list:

1. Open the static list you wish to edit.
2. Select the checkboxes next to the records you want to remove.
3. Click Remove from list and confirm your action.

These methods provide flexibility in managing your contacts within HubSpot, ensuring you can effectively segment your audience for targeted marketing initiatives.

Enhance your HubSpot experience by automating tasks. Check out how Bardeen can help: Copy all HubSpot contacts to Notion.

Learn more about integrating HubSpot with Salesforce here, enriching multi-channel outreach by integrating HubSpot with LinkedIn here, and syncing HubSpot and Slack for instant alerts here.

Adding contacts to a static list in HubSpot can be a manual process, but with automation tools like Bardeen, you can streamline and enhance your contact management workflows. Automation can help you save time, reduce errors, and ensure your marketing efforts are targeted more effectively. Consider automating repetitive tasks to focus on crafting personalized marketing strategies.

Let's explore how Bardeen can automate tasks related to managing your HubSpot contacts:

1. Copy all HubSpot contacts to Notion: This playbook seamlessly transfers all your HubSpot contacts to Notion, enabling you to manage your contacts in a versatile and collaborative workspace.
2. Copy all HubSpot contacts to Coda: Streamline your workflow by copying all HubSpot contacts directly to a Coda table with just one click, facilitating better organization and accessibility.
3. Create a HubSpot contact from an email: Automate the process of creating new HubSpot contacts from emails, ensuring no potential lead is missed and enhancing your CRM's efficiency.

Embrace automation to make your HubSpot contact management more efficient. Start by downloading the Bardeen app.