HubSpot serves as a robust platform for marketing and sales, providing an extensive array of functionalities aimed at aiding companies in their expansion. A particularly advantageous feature of HubSpot is its list creation capability, which is essential for multiple tasks including the segmentation of contacts, monitoring of leads, and overseeing of customer interactions.
Creating a List on HubSpot
To create a list on HubSpot, you’ll need to navigate to the “Contacts” section of your account. From there, click on the “Lists” tab and then select “Create List.” You’ll be prompted to give your new list a name and description, as well as choose which properties you want to include in the list.
Choosing Properties for Your List
When creating a list on HubSpot, you can choose from a wide range of properties to include. These properties can be used to segment your contacts based on factors such as their industry, job title, location, and more. You can also create custom properties to track specific information about your contacts.
Filtering Your List
Once you’ve created your list, you can use HubSpot’s powerful filtering tools to narrow down the results and find exactly what you’re looking for. You can filter by any of the properties you included in your list, as well as by other factors such as contact status, lead score, and more.
Using Your List
Once you’ve created and filtered your list, you can use it for a variety of purposes. You can export the list to CSV or Excel format to analyze your data further, or you can use it to create targeted email campaigns, lead nurturing workflows, and more.
Conclusion
Creating a list on HubSpot is a powerful way to segment and track your contacts. By choosing the right properties and using HubSpot’s filtering tools, you can create targeted lists that help you achieve your marketing and sales goals.
