Customer Workspace Ideas Portal
Currently, HubSpot lists imported via the integration must be manually synced by clicking the Sync button on each campaign. This works for static lists but is not practical for dynamic lists — which automatically add or remove contacts based on criteria in HubSpot.
Manual syncing causes:
Outdated contact data
Risk of calling customers who are no longer in the list
Increased manual workload for teams using frequently changing lists
Proposed Solution / Feature Request:
Option 1 – Live Sync:
Automatically sync HubSpot dynamic lists in real time so leads are added or removed as they enter or exit the HubSpot list criteria.
Option 2 – Scheduled Auto-Sync:
If live sync is not feasible in the near term, add an auto-refresh/scheduled sync option at the campaign level. Users can select a sync interval (e.g., every 5 minutes, hourly, 4-hourly, daily) from a drop-down in campaign settings.
Include a toggle to choose whether contacts who no longer meet the HubSpot list criteria should be removed from the campaign list or retained.
Business Value / Impact:
Ensures contact data is always up to date
Reduces manual effort for high-volume campaigns
Prevents calling contacts who are no longer in the list
Increases reliability of automated workflows
Current Workarounds:
Manual clicking of the Sync button on each campaign, which is time-consuming and prone to human error.
