Create a Static List in HubSpot
Shiran Sugerman
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9 steps
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2 minutes
HubSpot
1
In your menu go to CRM and click on "Lists"
2
Find the list you want to convert Note: you can also create a new list and follow the next set of instructions once you have saved that list.
3
Click "Settings"
4
Click "Auto-convert to static"
5
Click the dropdown
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You then have 2 options - "on a specific day" or "after inactivity"
7
If you select "on a specific day", you will be able to add a date
8
If you select "after inactivity", you will be able to set an amount of time
9
Remember to click "Save" when you are done