Tutorials HubSpot

How to create a list in HubSpot

By PortifyLead · Updated 26 September 2026
HubSpot screen from the video: Choose the values to match. The preview shows who matches.
The steps below in 49 seconds, recorded in a HubSpot test account. The video loads from YouTube when you press play.

How do I create a list in HubSpot?

HubSpot now calls lists segments. Go to CRM, then Segments, click Create segment, then Manually, add a filter such as Lifecycle stage is Lead, and save it as active or static.

  1. Go to CRM, then Segments. HubSpot now calls lists segments.
  2. Click Create segment, then Manually.
    HubSpot screen for step 2: Click Create segment, then Manually.
  3. Keep Contacts selected and click Next.
  4. Click the name at the top and type a new one.
  5. Click Add filter, search for the property, and choose it.
    HubSpot screen for step 5: Click Add filter, search for the property, and choose it.
  6. Choose the values to match. The preview shows who matches.
    HubSpot screen for step 6: Choose the values to match. The preview shows who matches.
  7. Click Next, choose Active or Static, and click Save and process segment.
    HubSpot screen for step 7: Click Next, choose Active or Static, and click Save and process segment.

HubSpot renamed lists to segments. An active segment adds and removes contacts as they start or stop matching its filters; a static segment only changes when you add or remove contacts yourself. Creating segments needs the Edit Segment permission.

Source: HubSpot’s Create active or static segments help article, updated 14 September 2026, checked 26 September 2026.

Save LinkedIn contacts to HubSpot, and update the ones you already have.

PortifyLead saves the person you are looking at on LinkedIn as a HubSpot contact, after you review the details. It checks for the email first, so a contact you saved before is updated instead of added again.

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