HubSpot
HubSpot is an all-in-one CRM platform with marketing, sales, and service automation.
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How to create a segment in Hubspot

Here is how to create a segment in hubspot

  1. First hover your mouse on the "CRM" icon in the left sidebar
  2. Then click on "Segments (Lists)" option in the expanded CRM menu
  3. Then click on "Create segment" button in the top right corner of the page
  4. Then click on "Contacts" option in the segment creation dialog
  5. Then click on "Next" button to proceed to the filter configuration page
  6. Then click on the segment name field at the top of the page to rename the segment
  7. Then click on "Add filter" button to add a new filter to the segment
  8. Then click on a property in the filter properties dropdown menu
  9. Then click on "Next" button to proceed to the review and save page
  10. Then click on a processing type option in the review and save dialog
  11. Finally click on "Save and process segment" button to create the segment

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Why should you create a segment in Hubspot

Last update
February 6, 2026
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