Hubspot is an industry-leading platform providing a collection of tools to aid in business growth. A crucial aspect it offers is the capability to efficiently handle contacts. Having a well-organized contact list enables streamlined communication with your clients and fosters stronger relationships. In this blog post, we will guide you through a detailed process on how to group contacts in Hubspot.
Step 1: Accessing Your Contacts
After logging in to your Hubspot account, click on the ‘Contacts’ tab in the main menu. This will bring up your entire list of contacts.
Step 2: Creating a New Contact Group
On the contacts page, click on the ‘Actions’ menu, and then select ‘Create list’. You will be redirected to a page where you can create a new contact group.
Step 3: Configuring Your Contact Group
This step involves deciding what criteria will be used to group your contacts. For instance, you can group your contacts based on their geographical location, their buying behavior, or any other criteria that makes sense for your business.
To configure your group, enter a name for your list in the ‘List name’ field. Next, in the ‘Filter by’ section, select the criteria you want to use to group your contacts. For instance, if you want to group your contacts based on geographical location, select ‘Location’ from the drop-down menu. Enter the specific location in the ‘is’ field, and then click ‘Apply filter’.
Step 4: Saving Your Contact Group
Once you’ve configured your contact group, click ‘Save’ at the top-right corner of the page. You will be notified that your contact group has been created.
Conclusion
Grouping contacts in Hubspot is a straightforward process that can significantly enhance your communication with your customers. By grouping your contacts, you can send more targeted communications, thereby improving your customer relationships and ultimately driving business growth.
Note: To use this feature, you must have the necessary permissions in your Hubspot account. If you do not have access, contact your account administrator.
