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HubSpot segments—previously called lists—help you group contacts using properties and filter criteria. After the segment finishes processing, you can select it from New broadcast → HubSpot contact list in Eazybe.

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Before you begin

  • Your HubSpot user needs Write segments permission.
  • Contacts should have a valid number in Mobile phone number or Phone number.
  • HubSpot must be connected to the same Eazybe workspace used for the broadcast.

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Create the segment

1

Open Segments

In HubSpot, select More → CRM → Segments. If More is not displayed, open CRM → Segments directly.
HubSpot CRM navigation with Segments Lists selected and the Create segment button highlighted

Open CRM and select Segments (Lists), then select Create segment

2

Create a segment

Select Create segment, choose Contacts, and then select Next.
HubSpot segment setup with Contacts selected and the Next button highlighted

Choose Contacts as the segment object, then select Next

3

Name the segment

Enter a clear name that your team can identify later, such as India renewal customers.
HubSpot segment editor with the Broadcast Segment name and edit icon highlighted

Enter a recognizable name for the HubSpot segment

4

Add filters

Select Add filter and define which contacts should be included. You can filter using standard or custom HubSpot contact properties.
HubSpot segment editor showing a phone number filter and the estimated matching contacts

Add contact filters and review the estimated matching contacts

The phone-number rule, estimated size, and contact names in this screenshot are examples. Your preview reflects the filters and contact records in your HubSpot account.
5

Choose the segment type

Select Next, then choose Active or Static based on how membership should be managed. See Choose the right segment type for guidance.
HubSpot Review and save panel showing Active and Static segment type options

Choose Active or Static in the Review and save panel

The estimated segment size and available Active or Static segment counts in this screenshot are examples. HubSpot calculates these values from your account and current filters.
6

Save and process

Review the details and select Save and process segment. Wait until HubSpot finishes processing before using it in Eazybe.
HubSpot segment overview showing the Processing is complete confirmation and processed contacts

Confirm that HubSpot reports Processing is complete

The segment size and contact records in this screenshot are examples. Your completed segment shows the contacts that match your filters.

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Choose the right segment type

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Prepare the segment for an Eazybe broadcast

Before selecting the segment in Eazybe:
  1. Confirm that HubSpot has finished processing it.
  2. Check that contacts have valid international phone numbers.
  3. Open Eazybe → Broadcasts → New broadcast.
  4. Select HubSpot contact list and choose the segment.
If you edit a segment immediately before using it, HubSpot may still be updating its membership. Wait a moment, refresh the Eazybe page, and try again.

Broadcast to a HubSpot contact list

Return to the broadcast guide and select your completed segment.
For more details, see HubSpot’s official segment guide.