How to Create a Smart List in HubSpot

Quick summary

A HubSpot smart list is a dynamic, auto-updating contact list built from filter criteria you define in CRM > Lists. Once saved, the list automatically adds or removes contacts as they meet or stop meeting your active list conditions.

Steps

1. Navigate to CRM > Lists in your HubSpot account.
2. Click the Create list button to start a new list.
3. Name your list and select Active list as the list type.
4. Click Add filter to begin defining your list criteria.
5. Define the parameters for your smart list using available contact properties.
6. Add more filters using AND/OR logic to refine your criteria.
7. Review your filter settings and click Save list to create your dynamic list.