How to Segment Contacts in HubSpot

Updated on:

May 8, 2026

By:

Use this interactive demo to learn how to create and segment contact lists in HubSpot CRM.

Quick summary

HubSpot's CRM Lists feature lets you segment contacts into active or static groups using custom filters like demographics and lifecycle stage. This step-by-step walkthrough shows how to create a segmented list from scratch directly inside HubSpot's contact management interface.

Steps

Navigate to CRM in the left pane and select Lists.
Click Create list in the top right corner.
Decide what kind of list you want to create.
Provide a List name and choose between an Active or Static list.
Click Add filter to begin defining your segment criteria.
Choose how to segment your contacts — such as by demographics, lifecycle stage, or other properties.
Review your selected filter criteria to confirm the segment is set up correctly.
Add more filters (optional) using AND/OR logic to refine your audience.
Hit Save list to finalize and store your segmented contact list.

📌 Why this matters

HubSpot CRM's contact segmentation feature allows marketing and sales teams to build precisely targeted lists using flexible filter criteria such as demographics, lifecycle stage, and custom properties. The ability to choose between active lists — which update automatically as contacts meet criteria — and static lists gives teams full control over how they manage and target their audience. Accurate contact segmentation directly improves campaign relevance, lead nurturing efficiency, and conversion rates. For any team using HubSpot as their CRM, mastering list creation is a foundational skill for effective inbound marketing and sales outreach.

Your product deserves an interactive demo

Start free

How to Add Calendar to HubSpot Email

How to Add Calendar to HubSpot Email

How to Integrate HubSpot with Acuity Scheduling