Dynamic lists
Last updated: November 10, 2026
A dynamic list keeps itself current. You set the conditions once, and every record that matches is added automatically as your data changes, from CRED data, fields synced from your CRM, and your own custom scores.
Watch: dynamic lists in 3 minutes
A short walkthrough: turning a static list into a dynamic list, reading the preview before you save, and opening the automation that keeps it current.
Why use dynamic lists
Keep a target list accurate without re-running a search every week.
Catch companies the moment they cross a threshold you care about, such as funding raised or headcount growth.
Add records as soon as their custom score qualifies.
Trigger more than a list update: notify a channel, sync to your CRM or start a sequence when a record matches.
Where to find it
Open your lists (the Lists tab on the Deals page, or https://commercial.credplatform.com/lists), then open a list.
On a list that isn't dynamic yet, select Make this a Dynamic List — the backing automation is created for you above the table.
On a list that is already dynamic, the Dynamic banner shows the live conditions, how many records the rule has added or removed, and when the list last synced. It has Change filters, history, and a ⋯ menu with Automation and Turn off dynamic.
Dynamic lists are available for company, person, opportunity and deal lists.
Set up a dynamic list
You need edit access to the list.
1. Open the list and choose Make this a Dynamic List
The Create dynamic filters page opens. Saving will turn the static list into a dynamic list and create the backing automation for you.
2. Add your conditions
Pick fields from the same filter catalog you use everywhere else in CRED, including your own custom scores.
A rule is made of groups:
Within a group, conditions combine with AND: a record must match all of them.
Between groups, the rule uses OR: a record joins if it matches any one group.
For example, one group for "UK, 500+ employees" and another for "US, raised funding this year" adds companies that fit either profile.
Limits: up to 5 groups per rule, up to 10 conditions per group, and every group needs at least one condition.
3. Read the live preview
The preview updates as you edit and shows what the list will hold after you save:
The large number is what the list will hold after saving, not the raw number of matches.
+N incoming are records that will be added, N already in list are already there, and −N will drop off are records the previous rule added that no longer match.
The Incoming and Already in list tabs show the actual records.
Previewing never costs credits. It matches existing data only.
4. Select Create Dynamic List
Saving turns the list dynamic, creates the backing automation and starts filling the list. Members can take a few minutes to appear.
5. Confirm it worked
Back on the list you'll see the Dynamic pill, the banner with your conditions, and matching records in the table. Records the rule adds while you're away are marked New until your next visit.
To change the rule later, select Change filters. The preview shows exactly which records a change adds or removes before you save.
Limits
A dynamic list holds up to 10,000 records. If the rule matches more, the preview tells you, for example "520 match this rule in total — this save adds the first 498".
The list re-checks itself every hour, and immediately when you create or change a rule.
Use a dynamic list in automations
Every dynamic list is backed by an automation you can open from Automation in the banner's ⋯ menu. Add steps after the list update, such as a CRM sync, a Slack, Teams or email alert, generating contacts for companies that just joined, or adding them to another list. They run whenever the list changes.
Credits
Action | Credit cost |
|---|---|
Previewing a rule | Free |
Creating a dynamic list and its automation | Free |
Hourly matching, and records added or removed | Free |
Steps you add to the backing automation, such as enrichment or generating contacts | The normal cost of that action |
See the Credit Consumption Table.
Permissions
Anyone who can edit the records in a list can make it dynamic, change its rule or turn dynamic off. With view-only access you'll see the banner but can't change the rule.
Making a list dynamic doesn't change who can see it.
A dynamic list only matches records you already have access to.
FAQs
How often does a dynamic list update?
Every hour, and immediately when you create or change a rule.
Do dynamic lists use credits?
No. Previewing, creating and hourly matching are free. Only actions you add to the backing automation, such as enrichment, use credits.
Why don't I see Make this a Dynamic List?
The list must be a company, person, opportunity or deal list, and you need edit access to it. If it's already dynamic you'll see the Dynamic banner instead.
What happens to records I added by hand?
They stay. The rule never removes records added manually, even if they stop matching, and they stay if you turn dynamic off.
How do I match records that fit either of two profiles?
Put each profile in its own group. Groups are combined with OR.
What happens if I turn off dynamic?
The list becomes a normal static list and keeps every record. The automation behind it is removed, and the rule history stays available.
Can I see what a previous rule did?
Yes. The list's history shows each version of the rule, who saved it and when, and the records it added and dropped.