CRM and Integrations Updated
How do you set up contact segmentation in HubSpot?
The short answer
Start with clean properties that describe who each contact is and what they did, then build lists from those properties. Good segmentation depends on consistent data, so set rules for how fields are filled before you build lists.
Key points
- Decide which few traits matter most, such as industry, role, and stage.
- Use dropdown fields instead of free text where possible.
- Build active lists that update on their own.
- Use custom objects when your data does not fit contacts and deals.
- Review lists regularly and remove ones no one uses.
Official references
Steps
- 01List the groups you need to reach differently.
- 02Create or clean the properties that define those groups.
- 03Fill missing data through forms, imports, or integrations.
- 04Build active lists or segments from the properties.
- 05Use the segments in emails, workflows, and reports.
When to use custom objects
Custom objects help when your business tracks things that are not people or deals, such as loans, properties, vehicles, or service agreements. They keep that data organized and let you segment contacts by it.
From our team
How Proven ROI helps
Proven ROI designs HubSpot properties, custom objects, and segments, and connects outside systems so the data stays current.
Talk to a real personCommon follow up questions
- What is the difference between a static and an active list?
- A static list stays the same unless you change it. An active list adds and removes contacts as their data changes.