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An Audience is a team-scoped source group of contacts that can make prospects eligible for a Flow Plan.

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Access And Limits

Only Team Admins can open and manage Audiences.
  • A Team can have up to 1,000 active audiences.
  • A standard audience can contain up to 1,000 contacts.
  • A Sales Navigator audience can import up to 500 contacts.

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Create An Audience

The New audience menu has four creation paths.

HubSpot segment

Select a HubSpot list, preview its contacts, then save the Audience or create a Flow Plan. Requires a connected HubSpot account and a paid plan.

CSV file

Upload a CSV, map the columns, then either Save audience or Create flow.

Sales Navigator

Import profiles from a Sales Navigator URL by using an eligible connected LinkedIn account.

HubSpot workflow / Chrome extension

Create an empty Direct Enrollment Audience. Contacts are added later, one at a time, by the HubSpot workflow action or Chrome Extension.

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CSV Notes

  • CSV upload supports up to 1,000 records and a 3 MB file.
  • Every valid row needs a complete name: either Full Name or both First Name and Last Name.
  • Every valid row also needs at least one identifier: Company Domain, Email, or a personal LinkedIn Profile URL.
  • If some rows are invalid, First Touch can still let you create the audience or flow from valid rows only.

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Supported Columns

Map each included CSV column to one of these fields. Your column headers can differ from these labels; review the suggested mappings before importing. Clear the checkbox beside a column you do not want to import. Every included column must map to a supported field; an included column without a mapping shows Please select a field and prevents submission. Excluded columns do not become audience fields or message variables.

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Example CSV

Download the example CSV, or use this structure:
Replace the illustrative row with your own prospect data before importing. A LinkedIn URL is one supported identifier, not a requirement for every CSV import. LinkedIn outreach still needs a usable LinkedIn identity before the action can execute.

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CSV Fields and Personalization

Can I import a custom column such as hyperscaler? The standard CSV importer maps only the supported fields above. An extra column does not automatically create a custom variable. Exclude columns without a supported mapping rather than mapping them to an unrelated field. Can I upload a different note or message for each prospect? The standard CSV mapper does not map per-prospect connection notes, LinkedIn messages, InMail, or email content. To use prewritten wording, enable human approval and manually replace each prospect’s content in its Approval Task, save, then approve. This requires one-by-one editing, not bulk CSV import. For template-based personalization instead, see Personalize LinkedIn Connection Notes. How can I use my own custom values? Use an available HubSpot custom property when that integration fits your setup. Research generates new findings rather than preserving your supplied values. Compare the personalization methods before choosing a data source.

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AI Context

You can add optional AI context when creating CSV or HubSpot audiences. Describe the audience as a whole to help tailor messaging. This field does not import a separate custom value or note for each row.

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Use Audiences With Flows

From the Audiences table, an audience can be:
  • attached to an existing flow with Enroll in flow
  • used to create a new flow with Create flow
  • viewed from the linked flow name when a flow is already attached
The Flow Plan’s enrollment mode determines whether eligible contacts enroll automatically or remain in Awaiting for manual enrollment.

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What You See In The Table

The Audiences table includes:
  • Name
  • Source
  • Size
  • Flow
  • Last modified
For audiences without a linked flow, the Flow column shows Enroll in flow.

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Filters

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Statuses

The status filter currently includes:
  • Active
  • Sync in progress
  • Failed

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Types

The type filter currently includes:
  • HubSpot list
  • Uploaded via CSV
  • Direct enrollment
  • Sales navigator
  • System created

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Sync And Statuses

HubSpot audiences can show these sync states:
  • Sync queued
  • Sync in progress
  • Failed
HubSpot audience details also show Last sync.
HubSpot List Audiences refresh once a day. A newly created Audience may show Sync in progress and a size of 0 until its first sync completes.
Sales Navigator audiences can show import-specific states such as:
  • Import pending
  • Import queued
  • Import in progress
  • Import completed
  • Import partial failure
  • Import paused
  • Import failed

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Audience Actions

Available actions may include:
  • View audience details
  • Edit audience or Rename
  • Export to CSV
  • Sync for HubSpot audiences
  • Delete audience
From audience details, users can also:
  • view AI context
  • review contact rows
  • export the audience to CSV
  • open the linked flow

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Other Audience Types

You may also see audience types that are not created from the main Audiences create menu.

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Sales Navigator

Sales Navigator audiences can include a source URL, linked social account, and import progress states.

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System Created

System created audiences appear in filters and may have restricted actions such as disabled delete or rename behavior.

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Direct Enrollment

The UI labels this creation path HubSpot workflow / Chrome extension. It creates a Direct Enrollment Audience for authenticated one-contact requests; it is not a synced bulk list and does not accept contacts on its creation form.

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Exclusion Lists

Saved Audiences can supply live Exclusion Lists. See Exclusion Lists for coverage preview, supported matching, and synchronized membership. Standard enrollment applies Exclusion Lists when enabled for the Flow Plan. Chrome Extension direct enrollment skips the initial Flow Plan check, though an available extension warning for detected email or domain can still block submission. Review exclusions before proceeding; later Flow Enrollment checks follow Flow Plan settings.

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Delete An Audience

Deleting an Audience removes the source and returns linked Flow Plans to Draft. Cancellation follows the choices in the confirmation; completed outreach is not undone. An Audience linked to Exclusion Lists must be unlinked first; use the dialog’s Exclusion Lists link. The deletion dialog selects these options by default:
  • Cancel awaiting enrollments
  • Cancel in progress enrollments
Clear an option only when the related pending or in-progress work should remain.