Lists And Segmentation
Use this capability family for HubSpot lists, list membership, and audience segmentation work.
At A Glance
Section titled “At A Glance”| Supported actions | Bridge or hybrid actions | Access used |
|---|---|---|
| 8 | 0 | cms.membership.access_groups.write, crm.lists.write |
Common Requests
Section titled “Common Requests”- Create a dynamic list for a clearly described audience.
- Update list membership or segmentation only when the target list is clear.
- Remove records from a static list after confirming the membership change.
Review Checklist
Section titled “Review Checklist”- Confirm the target portal is correct.
- Check the operation names, target assets, and required access.
- Resolve missing-permission warnings before execution.
- Review operation results after execution.
- Confirm filters and membership changes match the intended audience.
- Check whether lists are referenced by workflows, scores, or reports before deleting them.
Supported Actions
Section titled “Supported Actions”| Action ID | What it does | Execution | Required access | Main details |
|---|---|---|---|---|
add_list_members | Add records to a static list. | Does not require the bridge extension | cms.membership.access_groups.write, crm.lists.write | list ID, record IDs |
create_list | Create a HubSpot list (static, dynamic, or snapshot). | Does not require the bridge extension | cms.membership.access_groups.write, crm.lists.write | name, object type ID, processing type |
create_list_folder | Create a HubSpot list folder. | Does not require the bridge extension | cms.membership.access_groups.write, crm.lists.write | name |
delete_list | Delete a list by ID. | Does not require the bridge extension | cms.membership.access_groups.write, crm.lists.write | list ID |
delete_list_folder | Delete a HubSpot list folder. | Does not require the bridge extension | cms.membership.access_groups.write, crm.lists.write | folder ID |
remove_list_members | Remove records from a static list. | Does not require the bridge extension | cms.membership.access_groups.write, crm.lists.write | list ID, record IDs |
update_list | Update a list’s name or folder. | Does not require the bridge extension | cms.membership.access_groups.write, crm.lists.write | list ID |
update_list_folder | Update a HubSpot list folder. | Does not require the bridge extension | cms.membership.access_groups.write, crm.lists.write | folder ID |
Action Details
Section titled “Action Details”Add records to a static list
Section titled “Add records to a static list”Add records to a static list. The draft records list ID, record IDs for review.
- Action ID:
add_list_members - Change type: Create
- Execution: Does not require the bridge extension
- Required access: cms.membership.access_groups.write, crm.lists.write
- Main details reviewed in the plan: list ID, record IDs
Create a HubSpot list (static, dynamic, or snapshot)
Section titled “Create a HubSpot list (static, dynamic, or snapshot)”Create a HubSpot list (static, dynamic, or snapshot). The draft records name, object type ID, processing type for review.
- Action ID:
create_list - Change type: Create
- Execution: Does not require the bridge extension
- Required access: cms.membership.access_groups.write, crm.lists.write
- Main details reviewed in the plan: name, object type ID, processing type
Create a HubSpot list folder
Section titled “Create a HubSpot list folder”Create a HubSpot list folder. The draft records name for review.
- Action ID:
create_list_folder - Change type: Create
- Execution: Does not require the bridge extension
- Required access: cms.membership.access_groups.write, crm.lists.write
- Main details reviewed in the plan: name
Delete a list by ID
Section titled “Delete a list by ID”Delete a list by ID. The draft records list ID for review.
- Action ID:
delete_list - Change type: Delete
- Execution: Does not require the bridge extension
- Required access: cms.membership.access_groups.write, crm.lists.write
- Main details reviewed in the plan: list ID
Delete a HubSpot list folder
Section titled “Delete a HubSpot list folder”Delete a HubSpot list folder. The draft records folder ID for review.
- Action ID:
delete_list_folder - Change type: Delete
- Execution: Does not require the bridge extension
- Required access: cms.membership.access_groups.write, crm.lists.write
- Main details reviewed in the plan: folder ID
Remove records from a static list
Section titled “Remove records from a static list”Remove records from a static list. The draft records list ID, record IDs for review.
- Action ID:
remove_list_members - Change type: Delete
- Execution: Does not require the bridge extension
- Required access: cms.membership.access_groups.write, crm.lists.write
- Main details reviewed in the plan: list ID, record IDs
Update a list’s name or folder
Section titled “Update a list’s name or folder”Update a list’s name or folder. The draft records list ID for review.
- Action ID:
update_list - Change type: Update
- Execution: Does not require the bridge extension
- Required access: cms.membership.access_groups.write, crm.lists.write
- Main details reviewed in the plan: list ID
Update a HubSpot list folder
Section titled “Update a HubSpot list folder”Update a HubSpot list folder. The draft records folder ID for review.
- Action ID:
update_list_folder - Change type: Update
- Execution: Does not require the bridge extension
- Required access: cms.membership.access_groups.write, crm.lists.write
- Main details reviewed in the plan: folder ID