Lead Lists

What are lists?#

Lists are groupings of leads that allow you to organize and segment your contacts by campaign, source, product, or any other criteria. Each lead belongs to a list, and you can use lists to control which leads are sent to different integrations.

Why use lists?#

• Organization: separate leads by campaign (Google Ads, Facebook, LinkedIn)
• Segmentation: send leads from each list to different integrations
• Analysis: compare lead quality by source
• Dispatch filters: use lists as criteria in integration dispatch filters

Default List#

Every workspace has a Default List that is created automatically. When a lead arrives without a specified list, it is added to the Default List.

Creating a new list#

Assigning leads to lists#

There are two ways to assign leads to lists:

1. Via inbound webhook (automatic)#

When setting up an inbound webhook, you can define which list leads will be sent to. Simply include the list or lista field in the payload:

{
  "email": "joao@empresa.com",
  "nome": "João Silva",
  "list": "Google Ads - Product X"
}

If the list name exists, the lead is added to it. If it doesn't exist, the lead goes to the Default List.

2. Manually on the platform#

You can also move leads between lists directly on the platform:

1. Go to the Leads page
2. Select one or more leads using the checkboxes
3. Click "Move to list" in the actions menu
4. Choose the destination list

Filtering leads by list#

On the Leads page, use the list filter at the top to view only leads from a specific list:

1. Click the "All lists" dropdown
2. Select the desired list
3. The table will show only leads from that list

You can also combine the list filter with other filters (status, score, date).

Renaming a list#

Deleting a list#

When deleting a list:

• The leads in the list are not deleted
• They are automatically moved to the Default List
• Dispatch filters that used the deleted list will stop working for that criteria

Using lists with dispatch filters#

Lists are a powerful criteria in dispatch filters. You can configure each integration to receive leads only from specific lists.

Practical example#

Imagine you have three campaigns:

To set this up:

1. Create the three lists
2. Configure each form/webhook to send the corresponding list name
3. In the HubSpot integration, add a list filter: "Google Ads"
4. In the ActiveCampaign integration, add a list filter: "Facebook Ads"
5. In the Pipedrive integration, add a list filter: "Referrals"

Each lead is automatically routed to the correct integration based on its list.

Organization tips#

• Name lists with a pattern: use a consistent format like "Channel - Campaign" (e.g., "Google Ads - Product X")
• One list per source: create a list for each form or campaign to track lead origins
• Review periodically: remove lists from ended campaigns to stay organized
• Combine with score filters: use lists + minimum score for even more precise routing