HubSpot - Segment contacts
- George Apostolov
HubSpot - Segment contacts: step-by-step guide
Navigate to CRM in the left pane and select Lists.
Click on Create list on the top right.
Decide what kind of list you want.
Provide a List name and choose between Active or Static list.
Click Add filter.
Choose how to segment. (demographics, lifecycle, etc)
Add more filters (optional) using AND/OR.
Hit Save list.
Quick answer: To segment contacts in HubSpot, navigate to CRM lists, create a new list, and select your list type and name. Then, add and configure your desired filters for demographics or lifecycle, use optional AND/OR conditions as needed, and hit save.
About this HubSpot tutorial
Organize your database in HubSpot by creating custom active or static lists with specific demographic and lifecycle filters. This guide covers hubSpot - Segment contacts in 8 steps, starting with "Navigate to CRM in the left pane and select Lists " and finishing with "Hit Save 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 - Segment contacts take?
8 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 - Test email, HubSpot - How to Set-up HubSpot and Hubspot - Lead scoring. Last reviewed 05 Oct 2026.
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