How do I exclude a contact in HubSpot?

Use the HubSpot Bulk Editor to export the list of contacts and then import the list into a spreadsheet. You can then update the contact records in the spreadsheet to exclude the contacts from the list.

There are a few ways to exclude a contact in HubSpot. Here are some of the most common methods:

  • Update the contact to fail the list's criteria. For example, if the list is based on the contact's email address, you could update the contact's email address to something that does not match the criteria.
  • Update the list criteria to exclude the contact. For example, if the list is based on the contact's location, you could add a rule to the list criteria that excludes contacts from a specific location.
  • Create a custom contact property and change the list criteria to exclude that property. For example, you could create a custom contact property called "Exclude from List" and give the contact a value of "Yes" for that property. Then, you could add a rule to the list criteria that excludes contacts with a value of "Yes" for the "Exclude from List" property.
  • Use the HubSpot Bulk Editor to export the list of contacts and then import the list into a spreadsheet. You can then update the contact records in the spreadsheet to exclude the contacts from the list. Once you have updated the contact records, you can import the spreadsheet back into HubSpot.

Here are some additional tips for excluding contacts in HubSpot:

  • If you are excluding a large number of contacts, it may be helpful to use the HubSpot Bulk Editor to export the list of contacts and then import the list into a spreadsheet. This will allow you to update the contact records in bulk.
  • If you are excluding contacts based on a custom contact property, you will need to make sure that the custom contact property is enabled for the list.
  • If you are excluding contacts from an active list, you will need to update the list criteria before you exclude the contacts.

I hope this helps! Let me know if you have any other questions.