CallHippo

What is the Lists Module?

The Lists module is a centralized place to manage all your contact lists in CallHippo. Instead of uploading separate lists for each auto dialer, You can use the same list across any Auto Dialer (Power , Parallel, Speed to Dial, or Progressive Dialer).

How to Access the Lists Module

1. Click the Auto Dialer icon on the left sidebar
2. A dropdown menu will appear
3. Click Lists

The Lists Page

Once you open the Lists module, you will see a table showing all your uploaded contact lists.

Each list shows the following information:

You can search for a specific list using the search bar at the top right. To sync and refresh all list data, click the sync icon next to the Upload List button.

Step 1: Upload a New List

Click the Upload List button on the top right. A popup will appear with two options Manually or Integration.

Option A: Upload Manually

Use this option when you have a ready CSV or XLSX file of contacts.

1. Select Manually
2. Enter a List Name  this must be unique, no two lists can have the same name
3. Click Upload under Browse File
4. Select your CSV or XLSX file from your computer
5. If you do not have a file ready, click Download Template to get the correct format
6. Click Submit

Your list will now appear in the Lists table with Manual as the source.

Option B: Upload via Integration

Use this option when you want to pull contacts directly from your connected CRM.

1. Select Integration
2. Enter a List Name
3. Under Active Integrations, select the CRM you want to pull from for example Salesforce, HubSpot, Zoho CRM, or Leadsquared
4. Choose how contacts should be added to the list:Trigger based contacts are added automatically when a specific event happens in your CRM:
   1. Contact Creation
   2. Contact Update
   3. Lead Creation
   4. Lead Update
      Fetch from List: contacts are pulled from an existing active list in your CRM (for example, a static HubSpot list)
5. Click Submit

Your list will appear in the Lists table with the CRM name as the source.

Note: If no CRM is connected yet, the Active Integrations section will show "No active integrations found. Please connect a CRM integration first." You can connect a CRM from your CallHippo integrations settings.

Step 2: Using a List with a Dialer

Once a list is uploaded, you can use it to start a campaign in any supported dialer directly from the Lists page.

1. Find the list you want to use
2. Click the Run / Start icon in the Action column (the orange play button)
3. A dropdown will appear showing the dialers that support this list
4. Select the dialer you want for example Progressive Dialer, Parallel Dialer, or Speed to Dial
5. You will be taken to that dialer's campaign creation page with the list and campaign name already filled in
6. Complete the remaining campaign details and submit

Note: The dialers shown in the dropdown depend on the list's source type. For example, a HubSpot static list will show Parallel Dialer and Progressive Dialer as options.

Step 3: Other Actions on a List

Each list in the table has the following action buttons:

Delete (red icon): Permanently removes the list from the Lists module. Use with caution this cannot be undone.

Download (blue icon): Downloads the list as a file so you can view or edit the contacts locally.

Run / Start (orange icon): Opens the dialer selection dropdown to start a campaign with this list. Covered in Step 2 above.

Sync (orange circular arrow icon top right of page): Syncs and refreshes all list data to pull the latest contacts, especially useful for integration-based lists where contacts may have been added or updated in your CRM.

Note:
1. When uploading a new list, the name must be unique. If you try to create a list with a name that already exists, it will not be accepted.

2. The list which has been fetched from connected integration cannot be downloaded or deleted from the list module. Both those action button will be displayed in disabled form.