How To Merge Lists In Hubspot

HubSpot is a highly robust tool for controlling your marketing and outreach endeavors. Among its various capabilities, it provides the ability to generate, control, and combine lists for effortless segmentation and arrangement. Combining lists in HubSpot can simplify your marketing campaigns and enhance their effectiveness. In this blog post, we will guide you through the process of achieving this.

Step 1: Navigate to the Lists Page

First, you need to navigate to the Lists page in HubSpot. To do this, click on ‘Contacts’ from the main navigation menu, then select ‘Lists’. This will bring you to the page where all your lists are housed.

Step 2: Select the Lists You Want to Merge

Now, it’s time to select the lists you want to merge. You can do this by clicking on the checkboxes next to each list. HubSpot allows you to merge two or more lists at once, so you can select as many as you need.

Step 3: Merge the Lists

Once you’ve selected your lists, click on the ‘More’ dropdown menu at the top of the page. From the dropdown, select ‘Merge lists’.

Step 4: Confirm the Merge

HubSpot will then ask you to confirm that you want to merge your selected lists. Remember, this action is irreversible, so make sure you’re confident in your decision before proceeding. If you’re ready, click ‘Merge’.

Step 5: Name Your Merged List

After clicking ‘Merge’, HubSpot will prompt you to name your new, merged list. Give it a name that makes sense for your records, and click ‘Save’. Congratulations – you’ve successfully merged your lists!

Here’s a quick summary of the process:

1. Navigate to 'Contacts' > 'Lists'
2. Select the lists you want to merge
3. Click on 'More' > 'Merge lists'
4. Confirm the merge
5. Name your merged list and click 'Save'

It’s important to note that while merging lists in HubSpot is a simple process, it should be done with careful consideration. Merging lists is irreversible, so ensure that you’re confident in your decision before proceeding.

So, that’s all there is to merging lists in HubSpot! With this feature, you can easily keep your contact records organized and streamlined for more effective marketing efforts. Happy HubSpotting!