SWITCH FROM HUBSPOT
HubSpot to Calisto Segments
Keep lists of people or companies by hand or by criteria, find who is staying, booking or buying now, and use the same lists in Deals, Campaigns and Automations.
- CRM & Sales
Funktion for funktion
Calisto Segments ved siden af HubSpot
- 19 I begge
- 1 Kun i HubSpot
| 20 funktioner | Calisto Segments | HubSpot |
|---|---|---|
| Lists | ||
| Contact ListsCalisto: a list can hold people, chosen when the list is made.Kontrolleret 1. nov. 2026Kilde | Ja | Ja |
| Company ListsCalisto: a list can hold companies instead, and its audience is the people filed at those companies.Kontrolleret 1. nov. 2026Kilde | Ja | Ja |
| Static ListsCalisto: people or companies are added by search and removed by hand, a removal can be undone, and deleting a list never touches the people on it.Kontrolleret 1. nov. 2026Kilde | Ja | Ja |
| Active ListsCalisto: a smart list's criteria are answered again every time it is opened, so people join and leave it on their own and nothing is copied.Kontrolleret 1. nov. 2026Kilde | Ja | Ja |
| List FoldersCalisto: a list is filed in a Hub's Folders, like every document and design, and the Lists page opens one Hub at a time.Kontrolleret 1. nov. 2026Kilde | Ja | Ja |
| Criteria | ||
| And / Or Filter GroupsCalisto: conditions in a group must all match, and a person matches the list when any one group matches.Kontrolleret 1. nov. 2026Kilde | Ja | Ja |
| Match Preview While BuildingCalisto: the builder shows a live count of who matches while the criteria are being set.Kontrolleret 1. nov. 2026Kilde | Ja | Ja |
| Stage CriteriaCalisto: a people list can match on stage, role, lead source and created date.Kontrolleret 1. nov. 2026Kilde | Ja | Ja |
| Lists Built From a DescriptionCalisto: a sentence becomes the builder's rules through the business's assistant, laid out to read and change before the list is saved.Kontrolleret 1. nov. 2026Kilde | Ja | Ja |
| ExclusionsCalisto: "Leave out anyone who…" groups take people off a list, and a rule can leave out everyone on another list.Kontrolleret 1. nov. 2026Kilde | Ja | Ja |
| List Membership CriteriaCalisto: a rule matches who is, or is not, on another list of the same kind.Kontrolleret 1. nov. 2026Kilde | Ja | Ja |
| Associated Record CriteriaCalisto: a people list matches the company a person works at and the deals they are on; a company list matches the people filed at it.Kontrolleret 1. nov. 2026Kilde | Ja | Ja |
| Use | ||
| Lists as an Email AudienceCalisto: a list is the audience of a send, and only people who agreed to marketing are sent to (with Campaigns).Kontrolleret 1. nov. 2026Kilde | Ja | Ja |
| Lists in WorkflowsCalisto: a list is a sequence's audience, and joining or leaving a list starts a rule; a smart list counts as joined when someone starts matching it (with Automations).Kontrolleret 1. nov. 2026Kilde | Ja | Ja |
| Reports | ||
| List Size Over TimeCalisto: Reports show each list's size now, its change over 30 days and its growth percentage, from a count kept once a day.Kontrolleret 1. nov. 2026Kilde | Ja | Ja |
| List ComparisonCalisto: two or three lists are compared, every part of the overlap is counted, and any part can be saved as a list.Kontrolleret 1. nov. 2026Kilde | Ja | Ja |
| Data | ||
| Import Into a ListCalisto: a static list of people takes a CSV, and everyone in it goes on the list, people who are already contacts included (the one contact import, with Deals).Kontrolleret 1. nov. 2026Kilde | Ja | Ja |
| Export a ListCalisto: any list, built-in ones included, exports everyone on it now as a CSV.Kontrolleret 1. nov. 2026Kilde | Ja | Ja |
| Membership HistoryCalisto: a list keeps who joined and who left, when and how, and a person's record shows the lists they joined and left.Kontrolleret 1. nov. 2026Kilde | Ja | Ja |
| Lists APIHubSpot offers a Segments API for building on its lists.Kontrolleret 1. nov. 2026Kilde | Nej | Ja |
Hvad der bevæger sig
Flyt dine data fra HubSpot
Dine data læses i din egen browser og sendes til din Calisto-konto. Calisto ser aldrig dit login for det gamle system.
Fra en eksportfil
Eksporter dine data fra HubSpot og drop filen ind. Den læses i din browser og kortlægges på Calisto.
Kontakter
Individuelle kontakter fra HubSpot
Selskaber
Selskabs-/organisationsregistre
Tilbud
Salgsmuligheder
Engagements (Activities)
Ankomster, e-mails, møder, noter
Moving from HubSpot
Questions about switching
Do my HubSpot lists come over?
Not as lists. People come in with Import: a CSV into a static list puts everyone in it on the list, and the same import is in Deals. A smart list is rebuilt from its rules, or described in a sentence, and fills itself.
Can a list hold companies?
Yes. Each list holds one kind, chosen when it is made: people or companies. A company list's audience is the people filed at its companies.
Does a smart list need refreshing?
No. Its criteria are answered again every time the list is opened, and the builder shows a live count of who matches while you set them.
Who receives a campaign sent to a list?
Only the people on it who agreed to marketing (with Campaigns). The same list can also be a sequence's audience or start a rule when someone joins or leaves it (with Automations).
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