Lists, filters, and exclusions

CRM list management (HubSpot lists, Salesforce lists) is often where you define who should not be contacted or how segments sync. SEP-side settings and OutboundSync category-based filters control what webhook data is released into the sync pipeline.

Start with the comparison below, then use the CRM guides for your stack.

Block lists vs exclusion lists Understand which pattern applies to which platforms.

How category-based filters work Allowlists and release of held webhook payloads.

Block list maintenance guide Day-to-day monitoring and hygiene.

Updating block lists from lists (HubSpot) HubSpot list → block list workflow.

Updating block lists from lists (Salesforce) Salesforce list → block list workflow.