Lists

Use Lists to segment contacts and companies into meaningful groups for outreach, automations, and reporting. There are two types of lists:

• Static lists — fixed membership you can add/remove manually or via imports.
• Smart lists — rule-based segments that automatically update when data changes.

Why use Lists?

• Segment for targeted campaigns, automations, and reporting
• Keep outreach organized with saved segments the team can share
• Trigger workflows when people or companies join/leave a segment

What’s Included with Lists?

• Create & manage both Static and Smart lists
• Filters & rules for fields, engagement metrics, and associations
• Start automations directly from a list
• Membership change triggers for when contacts/companies are added or removed

How to Use Lists

Create a List

1. Go to CRM > Lists.
2. Click New list and choose Static or Smart.

Create a Static List

1. Select Static and pick the object type (Contacts or Companies).
2. Add members from filters or search results in the Contacts / Companies tables.
3. Name the list and click Create.

Create a Smart List

1. Define rules under Criteria. Membership will update automatically as data changes.
2. Choose object type: Contacts or Companies.
3. Preview results and click Create.

Start an Automation from a List

1. Open a list and select Start automation.
2. Choose a flow (e.g., nurturing sequence, SMS follow-up, data update).
3. Review settings and start.

Automate When Membership Changes

• When a contact is added to a list — send a welcome/SMS, assign an owner, or create a task.
• When a contact is removed — stop campaigns or move to a re-engagement list.
• When a company is added — notify the account owner or update fields automatically.
• When a company is removed — pause sequences and tag for review.

Delete a List

1. Go to Lists, select the list, then click More > Delete.
2. Confirm the deletion.

Frequently Asked Questions (FAQs)