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Lists

Use Lists to organize contacts and companies into meaningful segments for outreach, automation, and reporting. There are two types:

  • Static Lists: You add or remove members manually—ideal for fixed groups such as event attendees.
  • Smart Lists: You define rules, and the list updates automatically as data changes (attributes and behaviors).

Why use Lists?​

Lists make it easy to target the right audience, kick off automations, and keep teams aligned on who to engage.

  • Centralize segmentation for contacts and companies
  • Reduce manual work with automatically updating smart lists
  • Trigger automations when membership changes

What’s Included with Lists?​

  • Static Lists for manual curation
  • Smart Lists for rule-based segmentation
  • Start Automation actions from a list
  • Membership Triggers to automate when contacts/companies are added or removed

How to Use Lists​

Create a List​

  1. Go to CRM > Lists.
  2. Click Create, then choose Static or Smart.

CRM Lists Navigation

Create a Static List​

  1. Specify filters to select initial members and click Save.
  2. Add or remove members any time from the Contacts or Companies tables.

Static List Filters Static List Save

tip

Keep static lists small and intentional—use them for one-time actions or short-term targeting.

Create a Smart List​

  1. Define rules (for example, “Companies with a contact who opened a marketing email in the last 2 weeks” or “Companies with listing grade C/D/F”).
  2. Click Save. Membership updates automatically as data changes.

Smart List Criteria

Start an Automation from a List​

  1. Go to CRM > Lists and locate your list.
  2. Open the action menu (three dots) and select Start Automation.
  3. Choose an automation for contacts or companies (based on the list type) and run it.

Start Automation

info

Automations run immediately for the list’s current members. Use membership triggers to handle future additions or removals.

Automate When Membership Changes​

Available triggers:

  • When a contact is added to a list
  • When a contact is removed from a list
  • When a company is added to a list
  • When a company is removed from a list

Use these to send follow-ups, notify sales, or update CRM stages automatically.

List Triggers

Delete a List​

  1. Go to CRM > Lists, find the list.
  2. Open the action menu (three dots) and select Delete.
  3. Confirm deletion.

Delete List

Frequently Asked Questions (FAQs)​

Can I share lists with my team?

Yes. Lists are shared so your team works from the same up-to-date data.

What’s the difference between static and smart lists?

Static lists are manually managed. Smart lists update automatically based on rules you define.

Is there a limit to the number of lists?

There is no enforced limit. Create as many lists as needed to support your workflows.