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Creating Organization Lists

This guide explains how to create a list of relevant organizations that Funnelfeedr can use to generate leads. These will be used to identify ICP:s and will be blocked from getting new tasks from Funnelfeedr.

To achieve this you will need to create a company-based list in HubSpot that matches all companies that:

  • Are already customers
  • Have an active deal
  • Have had activities in the last 3 months

You can mix and match these and add other filters.

1. Navigate to Lists in HubSpot

  1. Log in to HubSpot.
  2. Go to Contacts → Lists.
  3. Click Create list.
  4. Select Company-based list.

2. Filter: Company is Already a Customer

Option A: Lifecycle Stage

  1. Add a new filter.
  2. Select: Company properties
  3. Search for: Lifecycle stage
  4. Select: is any of → Customer

Option B: Custom Company Property (if you use e.g. "Customer Status")

  1. Select your custom property.
  2. Set filter to: is equal to → Customer

3. Filter: Company Has an Active Deal

  1. Click Add filter.
  2. Select Deals in the relationship tree.
  3. Select the property: Deal stage
  4. Select: Deal stage is any of → [Your active/ongoing deal stages]

Examples of active stages:

  • Qualified to buy
  • Presentation scheduled
  • Contract sent

Avoid closed stages like Closed won or Closed lost.

4. Filter: Company Has Had Activities in the Last 3 Months

  1. Click Add filter.
  2. Select: Company properties
  3. Search for: Last activity date
  4. Set filter: is less than 90 days ago (or "is after → rolling date → 90 days ago", depending on UI version)

This includes activities such as:

  • Emails
  • Meetings
  • Calls
  • Notes
  • Logged interactions

5. Save the List

  • Give the list a clear name, e.g.: "Customers with active deals & activities last 90 days"
  • Click Save list

The list will then automatically update based on the companies' activity, customer status, and deal stage.