Our business needs to communicate via email with both parents and students. Parents are stored as contacts, but students are set up as a custom object. As a result, we’re unable to email students directly, since HubSpot only allows emailing contacts.
This limitation forces us to either duplicate student records as contacts or manage student communications outside of HubSpot, which isn’t ideal.
It would be very valuable if HubSpot allowed emails to be sent to custom objects in the same way they can be sent to contacts.
Hey Lads,
I believe this is possible!
I’ve had clients with similar issues to yours.
Here’s what you can do:
Step 1: Create a Workflow
Step 2: Add a "Send internal marketing email" Step
Step 3: In - “Send Email to” - Select " Use a contact property that stores an email address"
Step 4: Search for the property that stores the student’s email from the parent’s contact record ( ex. Student Email)
Step 5: Choose the email you’d like to deploy
Step 6: Turn on the Workflow
And that’s it!
Best,
Mario G.
Gold Solutions Partner
Hi Mario
Thank you for this! This sounds great however the users that would be sending the emails would not have access to the workflows tool
Good to know about this solution though, thank you.