Hi,
I would like to send a sales email to all companies, but I only want to send to the main contact on each company - currently the list I’ve made has over 2,500 contacts as it has many from the same company!
Is this possible?
Hi @LauraFlynn,
It is, but it’s not something that HubSpot will do for you - you would have to make sure to mark those contacts primary contacts.
This could be done with a custom property, for example, where you store the information about a contact being a primary contact. My first suggestion here would be a single checkbox contact property called “Primary contact”: Create and edit properties
You could mark contacts directly in HubSpot or, and this might be easier, in Excel or Google Sheets, then import the spreadsheet, along with a column that you’ll map to the custom property.
With custom code (available in Operations Hub Professional) and the help of a developer, this could also be done directly in HubSpot. Whether that makes sense depends on the volume of contacts. If you can identify the primary contact in Google Sheets or Excel faster (potentially with formula help of ChatGPT) faster than you would code a script, then that’s probably the better option.
Best regards!
Thank you very much!