Build Smart Lists for Segmentation

Create the core active (dynamic) lists that serve as the foundation for all marketing campaigns, sales prioritization, and database health monitoring. Ten foundation lists are created automatically via the Lists API (v3); a further set of advanced segments is built in the UI.

Why This Matters

Without predefined lists, every email campaign requires building filters from scratch, there is no standardized definition of "who can we actually email", and there is no persona-based segmentation. The marketing team cannot quickly answer basic questions like "How many senior decision-makers can we email right now?" or "How many engaged contacts do we have?"

Prerequisites

• Super Admin or Marketing Hub Admin permissions
• A HubSpot private app access token (HUBSPOT_ACCESS_TOKEN in .env) with crm.lists.read and crm.lists.write scopes
• Python 3.10+ with uv
• ICP Tier property created and workflows processed (create-icp-tiers skill) — the script assumes the property name company_segment with values like tier_1_primary_icp; adjust its configuration block if yours differ
• Lead scoring model created (build-lead-scoring skill) is recommended but not required
• Lifecycle Stage property populated for customers and partners (fix-lifecycle-stages skill)

Scripts