Build Smart Lists
Skill Verified ActiveCreate foundational segmented lists for marketing and sales operations. Includes a master sendable list, ICP-based lists, persona lists, engagement lists, and behavioral lists. All active (dynamic) lists.
To establish a foundational set of active (dynamic) lists in HubSpot CRM for efficient marketing campaigns, sales prioritization, and database health monitoring, saving significant manual effort and ensuring data consistency.
Features
- Creates 10 core active (dynamic) HubSpot CRM lists
- Automates list creation via HubSpot Lists API v3
- Configurable engagement and re-engagement windows
- Supports ICP tier and lifecycle stage segmentation
- Includes master sendable list and suppression groups
Use Cases
- Automating the setup of essential marketing and sales segmentation lists.
- Ensuring consistent and up-to-date contact segmentation for targeted campaigns.
- Establishing a single source of truth for marketable contacts and engagement levels.
- Reducing manual effort and potential errors in list creation and maintenance.
Non-Goals
- Creating static (snapshot) lists.
- Performing complex data enrichment or cleanup beyond basic list membership criteria.
- Managing HubSpot workflows; this skill focuses only on list creation.
Documentation
- info:Configuration & parameter referenceWhile prerequisites and list configurations are documented, the specific HubSpot API property names for ICP tiers and engagement windows are hardcoded in the script and not explicitly documented in SKILL.md.
Code Execution
- info:ValidationInput validation is primarily handled by the HubSpot API. The script itself could benefit from more explicit validation of environment variables and configurable parameters.
Execution
- info:Pinned dependenciesDependencies are declared in the script header, but a lockfile for reproducible installs is not present.
Installation
First, add the marketplace
/plugin marketplace add TomGranot/hubspot-admin-skills/plugin install hubspot-admin-skills@hubspot-admin-skillsQuality Score
VerifiedTrust Signals
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