> ## Documentation Index
> Fetch the complete documentation index at: https://help.eazybe.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create segment

> Create an active or static contact segment in HubSpot for use in Eazybe broadcasts.

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.

## 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.

## Create the segment

<Steps>
  <Step title="Open Segments">
    In HubSpot, select **More → CRM → Segments**. If **More** is not displayed, open **CRM → Segments** directly.

    <Frame caption="Open CRM and select Segments (Lists), then select Create segment">
      <img src="https://mintcdn.com/eazybe/q_ytltoar7N5dgvG/images/hubspot/create-segment-navigation.jpeg?fit=max&auto=format&n=q_ytltoar7N5dgvG&q=85&s=ff384cc4894b1c87db7abf978311218a" alt="HubSpot CRM navigation with Segments Lists selected and the Create segment button highlighted" width="1470" height="834" data-path="images/hubspot/create-segment-navigation.jpeg" />
    </Frame>
  </Step>

  <Step title="Create a segment">
    Select **Create segment**, choose **Contacts**, and then select **Next**.

    <Frame caption="Choose Contacts as the segment object, then select Next">
      <img src="https://mintcdn.com/eazybe/q_ytltoar7N5dgvG/images/hubspot/create-segment-choose-contacts.jpeg?fit=max&auto=format&n=q_ytltoar7N5dgvG&q=85&s=6eab3a054c2e83b3a7cfc53bc5e0ce0a" alt="HubSpot segment setup with Contacts selected and the Next button highlighted" width="1466" height="825" data-path="images/hubspot/create-segment-choose-contacts.jpeg" />
    </Frame>
  </Step>

  <Step title="Name the segment">
    Enter a clear name that your team can identify later, such as **India renewal customers**.

    <Frame caption="Enter a recognizable name for the HubSpot segment">
      <img src="https://mintcdn.com/eazybe/q_ytltoar7N5dgvG/images/hubspot/create-segment-name.jpeg?fit=max&auto=format&n=q_ytltoar7N5dgvG&q=85&s=074f5efc63d961639720f22c171ca85d" alt="HubSpot segment editor with the Broadcast Segment name and edit icon highlighted" width="1470" height="835" data-path="images/hubspot/create-segment-name.jpeg" />
    </Frame>
  </Step>

  <Step title="Add filters">
    Select **Add filter** and define which contacts should be included. You can filter using standard or custom HubSpot contact properties.

    <Frame caption="Add contact filters and review the estimated matching contacts">
      <img src="https://mintcdn.com/eazybe/q_ytltoar7N5dgvG/images/hubspot/create-segment-filters.jpeg?fit=max&auto=format&n=q_ytltoar7N5dgvG&q=85&s=fe5ac4cb965d3706301ace02746a3159" alt="HubSpot segment editor showing a phone number filter and the estimated matching contacts" width="1470" height="841" data-path="images/hubspot/create-segment-filters.jpeg" />
    </Frame>

    <Warning>
      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.
    </Warning>
  </Step>

  <Step title="Choose the segment type">
    Select **Next**, then choose **Active** or **Static** based on how membership should be managed. See [Choose the right segment type](#choose-the-right-segment-type) for guidance.

    <Frame caption="Choose Active or Static in the Review and save panel">
      <img src="https://mintcdn.com/eazybe/q_ytltoar7N5dgvG/images/hubspot/create-segment-type.png?fit=max&auto=format&n=q_ytltoar7N5dgvG&q=85&s=5cf4574b283cb9c8c2cce60b4c373aa3" alt="HubSpot Review and save panel showing Active and Static segment type options" width="2940" height="1666" data-path="images/hubspot/create-segment-type.png" />
    </Frame>

    <Warning>
      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.
    </Warning>
  </Step>

  <Step title="Save and process">
    Review the details and select **Save and process segment**. Wait until HubSpot finishes processing before using it in Eazybe.

    <Frame caption="Confirm that HubSpot reports Processing is complete">
      <img src="https://mintcdn.com/eazybe/q_ytltoar7N5dgvG/images/hubspot/create-segment-processing-complete.png?fit=max&auto=format&n=q_ytltoar7N5dgvG&q=85&s=39a17ae4e38a58a8845e10d31c5a270d" alt="HubSpot segment overview showing the Processing is complete confirmation and processed contacts" width="2940" height="1664" data-path="images/hubspot/create-segment-processing-complete.png" />
    </Frame>

    <Warning>
      The segment size and contact records in this screenshot are examples. Your completed segment shows the contacts that match your filters.
    </Warning>
  </Step>
</Steps>

## Choose the right segment type

| Type               | Best for                                                                                       |
| ------------------ | ---------------------------------------------------------------------------------------------- |
| **Active segment** | Recurring campaigns where contacts should enter or leave automatically when their data changes |
| **Static segment** | One-time campaigns or a fixed group of contacts                                                |

## 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.

<Warning>
  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.
</Warning>

<Card title="Broadcast to a HubSpot contact list" icon="paper-plane" href="/en/broadcasts/hubspot-contact-list">
  Return to the broadcast guide and select your completed segment.
</Card>

For more details, see [HubSpot's official segment guide](https://knowledge.hubspot.com/segments/create-active-or-static-lists).
