1. First, log in to your HubSpot account.
2. Navigate to the 'CRM' menu.
3. Then, click on "Lists".
4. Next up, click on "Create list".
5. Video Step (
6. Now, choose the kind of list among the 'Active' or 'Static' list.
7. Click on "Next".
8. After that, click on "Save list".
9. To view the list. Click on 'CRM'.
10. Then, click on "Lists".
11. You can now view the lists you have created.
12. Create a Supademo in seconds
This interactive demo/guided walkthrough on How to Create a List in HubSpot was created using Supademo.
How to Create a List in HubSpot : Step-by-Step Guide
Start by logging into your HubSpot account using your username and password. This will bring you to your main dashboard where you can access all your tools and features.
Once you’re logged in, look for the 'CRM' option in the main navigation menu. This section helps you manage your customer relationships and organize your contacts.
Under the CRM menu, find and select "Lists". This area lets you create and manage groups of contacts based on specific criteria.
Next, you’ll want to begin creating a new list. Click on the "Create list" button to start building a segmented group tailored to your needs.
This step includes a helpful video walkthrough to guide you through the list creation process. When you’re ready, click
At this point, you need to decide whether your list will be 'Active'—which updates automatically based on criteria—or 'Static', meaning it remains fixed. Choose the option that best suits your marketing strategy.
After selecting the type of list, click the "Next" button to continue setting up your list details and rules.
Once you’ve finalized your list settings, click on "Save list" to store your new group and make it available for future campaigns.
To review the lists you’ve created, return to the 'CRM' section. This is where all your contact management tools are centralized for easy access.
Within the CRM menu, click on "Lists" again to open the overview where all your saved lists are displayed and ready for use.
Here, you’ll find the complete collection of lists you’ve built, allowing you to manage and utilize them effectively for your marketing or sales efforts.
Creating a Supademo is quick and easy—these steps will have you up and running in no time, helping you showcase your product efficiently and professionally.
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FAQs
Commonly asked questions about this topic.
What is a list in HubSpot?
How do I access the Lists tool in HubSpot?
What is the difference between an Active and a Static list?
Can I edit a list after creating it?
How do I create a new list in HubSpot?
Are lists in HubSpot used only for marketing?
Why can’t I see the "Create list" option in HubSpot?
How can I use lists for targeted email campaigns?
Can I combine multiple criteria when creating a list?
How do I view all my existing lists in HubSpot?
Vimal Kumar
Product Operations Associate
Vimal Kumar helps build and grow Supademo’s team and GTM efforts, with a focus on figuring out growth levers and improving product traction.
