Lists

Dynamic lists that update themselves and frozen snapshots — for broadcasts, follow-ups and reports.

A list is a saved set of records from one object. Lists are how you say "these people" once and reuse it — as a broadcast audience, a call sheet or a segment to report on. Find them under Inbox → Lists.

Dynamic and frozen lists#

Kind	How it behaves	Example
Dynamic	A live query. Every time you use it, it re-runs and returns whoever matches now.	Health policies expiring in 30 days, Active SIP investors, Leads from digital marketing
Frozen	A snapshot. It keeps the members it had when you froze it.	Diwali greetings 2026 (40 people), Claims Saathi clients (24 people)

Use a dynamic list when the audience should change as your data changes — renewals coming up, investors who are active this month. Use a frozen list when you need a fixed record of exactly who received something, such as a festival greeting you don't want to send twice.

The lists table shows each list's object, type, member count and when it last updated.

Lists in practice#

Broadcasts. Every broadcast goes to a list. A dynamic Motor renewals due list means next month's reminder reaches next month's customers without anyone rebuilding it.
Call sheets. Share a list with a telecalling team, or feed it into a flow.
Reporting. Count, chart and compare segments over time.

Through the API#

Lists live under /docs/api/lists. Create one with a name, the object it draws from, a mode — dynamic or static (the console calls static lists frozen) — and, for dynamic lists, the query that defines it:

http

POST /api/v1/lists

json

{  "name": "Leads from digital marketing",  "object": "lead",  "mode": "dynamic",  "queryText": "SELECT Id FROM lead WHERE lead_source = 'Digital Marketing'"}

Then:

GET /lists/{id}/records returns the members, paged with limit and cursor;
POST /lists/{id}/refresh re-evaluates a dynamic list;
POST /lists/{id}/freeze snapshots its current members.

Reading lists needs objects:view; creating, refreshing and freezing need objects:use.