Our sales and Marketing team both are on same platform. They Target different records to send Marketing Emails using workflo…

Hi @keshukeshvala , If you want to create a view, you could use a filtered view: Create and manage saved views As far as fil…

Hey @keshukeshvala For the marketing side, it’s pretty straightforward you can create an Active List with a filter like “Mar…

Thank you for replies. We have prepared custom property and now using workflow to update it. so we get number of sales emails…

Hi @keshukeshvala and thanks for sharing with the HubSpot Community what works for you, this is really useful! Have a lovely…

How to segment records who open Sales Sequence email or Marketing email

keshukeshvala June 23, 2025, 8:55am 4

@karstenkoehler and @Wesimplifi_ for a solution this serves purpose for us.

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