Convert active lists to static lists

Once an active list no longer meets your needs, you can convert an active list to a static list. Once an active list becomes static, new records will not be added to or removed from the list. You can select to convert the list on a certain day or based on the list's activity.

For example, you have an active list that automatically adds contacts if they've engaged with assets from a specific marketing campaign. Once the campaign is over (e.g., on the last day of the campaign or after a month of no activity), you can convert the list to a static list so contacts will no longer be added.

If you want to change a static list to an active list instead, learn how to convert a static list with filters to an active list.

To convert an active list to a static list:

• In your HubSpot account, navigate to CRM > Lists.
• Click an active list.
• Click the Settings tab, then navigate to Auto-convert to static in the left sidebar.
• In the Automatically convert to static section, click the dropdown menu and select when the list should be converted:
  • Never: the list will never be converted to a static list.
  • On a specific day: in the date picker, select a specific date that the list will be converted
  • After inactivity: click the dropdown menus and select what period of inactivity the list should have before it's converted to a static list. Activity is based on the last record added or removed from the list.
• Click Save. 

Learn more about creating and editing lists.