Hubspot - smart list in hubspot
- George Apostolov
Hubspot - smart list in hubspot: step-by-step guide
Go to CRM > Lists.
Click on the Create list button.
Name your list and choose Active list.
Click on Add filter.
Define the parameters for your smart list.
Add more filters (Using AND/OR ) to refine your criteria.
Review and click on Save list to create your dynamic list.
Quick answer: To create a smart list in HubSpot, go to CRM > Lists and click Create list. Name the list, choose Active list, and click Add filter. Define your parameters, add more filters using AND or OR to refine criteria, and click Save list.
About this HubSpot tutorial
Build dynamic segments in HubSpot by setting up active lists with custom filters and parameters to easily organize your CRM data. This guide covers hubspot - smart list in hubspot in 7 steps, starting with "Go to CRM > Lists " and finishing with "Review and click on Save list to create your dynamic list". The interactive demo above is a click-through copy of the real HubSpot interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does hubspot - smart list in hubspot take?
7 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your HubSpot data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under HubSpot. Related guides: HubSpot - how to create a survey, HubSpot Create a Task and HubSpot - Workflows. Last reviewed 05 Oct 2026.
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