Hi Community,
how can I create a marketing e-mail that contains the names of all companies associated with the contact?
Purpose for this: I want to list all companies that are affected by some situation, such as an address change or a filing obligation regarding taxes.
As far as I can see, one can only access the primary company’s name, but not any other.
Hope you guys can assist.
Have a great evening.
Hey @SNaumann, thanks for reaching out! This is a really interesting use case.
I’m honestly not sure if there is a way to pull in the names of multiple, individual records associated with a single record (i.e., I don’t even think there’s a way to list the names of all associated contacts within a company record). HubSpot will just pull in the primary company name like you’re finding.
Is it common in your HubSpot portal for a single contact to be associated with multiple companies? I’m wondering if there may be another way to categorize the specific contacts to get them the right messaging. And depending on the volume of contacts in this situation, you may be better off handling some manual email sends.
Sorry if this isn’t super helpful, but I’m happy to share more thoughts if you can tell us a bit more about what you’re hoping to accomplish! Thanks!