Calisto Segments

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

Feature by feature

Calisto Segments bredvid HubSpot

  • 19 I båda
  • 1 Endast i HubSpot
Calisto Segments bredvid HubSpot, funktion för funktion
20 funktionerCalisto SegmentsHubSpot
Lists
Contact ListsCalisto: a list can hold people, chosen when the list is made.Kontrollerat 1 nov. 2026KällaJaJa
Company ListsCalisto: a list can hold companies instead, and its audience is the people filed at those companies.Kontrollerat 1 nov. 2026KällaJaJa
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.Kontrollerat 1 nov. 2026KällaJaJa
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.Kontrollerat 1 nov. 2026KällaJaJa
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.Kontrollerat 1 nov. 2026KällaJaJa
Criteria
And / Or Filter GroupsCalisto: conditions in a group must all match, and a person matches the list when any one group matches.Kontrollerat 1 nov. 2026KällaJaJa
Match Preview While BuildingCalisto: the builder shows a live count of who matches while the criteria are being set.Kontrollerat 1 nov. 2026KällaJaJa
Stage CriteriaCalisto: a people list can match on stage, role, lead source and created date.Kontrollerat 1 nov. 2026KällaJaJa
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.Kontrollerat 1 nov. 2026KällaJaJa
ExclusionsCalisto: "Leave out anyone who…" groups take people off a list, and a rule can leave out everyone on another list.Kontrollerat 1 nov. 2026KällaJaJa
List Membership CriteriaCalisto: a rule matches who is, or is not, on another list of the same kind.Kontrollerat 1 nov. 2026KällaJaJa
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.Kontrollerat 1 nov. 2026KällaJaJa
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).Kontrollerat 1 nov. 2026KällaJaJa
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).Kontrollerat 1 nov. 2026KällaJaJa
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.Kontrollerat 1 nov. 2026KällaJaJa
List ComparisonCalisto: two or three lists are compared, every part of the overlap is counted, and any part can be saved as a list.Kontrollerat 1 nov. 2026KällaJaJa
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).Kontrollerat 1 nov. 2026KällaJaJa
Export a ListCalisto: any list, built-in ones included, exports everyone on it now as a CSV.Kontrollerat 1 nov. 2026KällaJaJa
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.Kontrollerat 1 nov. 2026KällaJaJa
Lists APIHubSpot offers a Segments API for building on its lists.Kontrollerat 1 nov. 2026KällaNejJa

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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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