Hey @keshukeshvala
For the marketing side, it’s pretty straightforward you can create an Active List with a filter like “Marketing email open count is greater than 3”. That’ll dynamically track anyone engaging heavily with marketing emails.
The sales side, though, takes a bit more effort. Since HubSpot doesn’t natively track the number of times a contact opens sales sequence emails, you’ll need a workaround. The best way is to first create a custom number property like Sales Email Open Count. Then, build a simple workflow that triggers every time a sales email is opened and increments that number by one. Over time, that gives you a solid way to track high engagement on the sales side too.
Once both sides are set up, you can create a combined Active List that pulls in contacts who’ve opened either type of email more than three times. From there, it’s easy to build a dashboard with two reports one showing marketing engagement and the other for sales sequences and share that with the team. Everyone gets visibility, and your reps can then send one-to-one emails to those warm contacts directly from the list.