Dynamic Lists (Automation Tools)

Last updated: February 2, 2026

Dynamic Lists let you automatically create and maintain lists based on your saved views — so your lists stay up to date without manual effort.

Use Dynamic Lists when you need repeatable lists like:

  • companies in a specific stage

  • people matching a set of filters

  • high-priority accounts/leads

🎥 Video walkthrough

Watch the full setup here:
https://www.loom.com/share/a956379e8b53437f84759a42bc72945d

Before you start

Dynamic Lists are built using saved views. Make sure you already have a saved view created in:

  • Companies, or

  • People

Create a Dynamic List

1) Open Automation Tools

From your dashboard, go to Automation.

2) Create a Trigger Event

  1. Select New Trigger Event

  2. Give it a name

  3. Save

3) Create an Action

  1. Select New Action

  2. Give it a name

  3. Save

4) Create a Workflow

  1. Create a new workflow

  2. Connect your Trigger Event to your Action

  3. Save

5) Configure the Dynamic List (Saved Search)

In the Action settings:

  1. Set Type to saved_search

  2. Select the Entity (Companies or People)

  3. Choose the saved view you created earlier

  4. Save

6) Verify it worked

Go to Run History to confirm the workflow ran successfully.

Then check Companies or People to view the generated list.

What’s supported

Dynamic Lists support:

  • generating lists from saved views

  • automating list creation through trigger + action workflows

  • validating runs using Run History

Limitations

  • You must create a saved view first (Dynamic Lists use saved searches).

  • List results depend on the filters in your saved view.

  • If the wrong entity or saved view is selected, results may not match expectations.

FAQs

What is a Dynamic List?

A Dynamic List is an automatically generated list created from a saved view.

Do I need a saved view to use this?

Yes. Dynamic Lists are based on saved views (saved searches).

How do I know my Dynamic List is working?

Check Automation → Run History to confirm the workflow executed successfully.

Where do I find the Dynamic List after setup?

You’ll see it under the relevant section:

  • Companies (if your saved view is for companies)

  • People (if your saved view is for people)

Need help?

If you run into issues setting up Dynamic Lists, reach out to Support through your standard support channel.