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.

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

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

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”).
Click Save. Membership updates automatically as data changes.

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

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

Available triggers:

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

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

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

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