Manage & Limit Marketing Contact number for international teams

Smart CRM & Sales Hub Account & Settings
1

Hello HubSpot Community,

I am the main administrator for my company, which operates internationally with multiple users across various countries. We’re encountering a challenge in managing the addition of marketing contacts. Some team members, while working with lists and workflows, have been adding a significant number of marketing contacts at once, leading to concerns about managing our costs effectively.

I’m seeking advice on implementing a system of checks and balances. Specifically, I’m interested in exploring if HubSpot has features or best practices for setting up validations that trigger when the number of marketing contacts added exceeds a certain threshold.

This would ideally initiate a review or approval process.

While I am considering restricting the rights to add marketing contacts, I would prefer a solution that maintains a degree of autonomy for our international teams, balancing their operational freedom with cost control.

Any suggestions, tips, or insights on how to manage this situation effectively would be greatly appreciated. Our goal is to maintain a reasonable pricing structure while empowering our international teams to operate efficiently.

Thank you in advance for your assistance!

2

Hi @BBenet,

At the moment, I’m not aware of features along the lines of the ones you described. There aren’t any options to set limits for specific teams or options for regional teams to request the addition of marketing contacts. You either grant the permissions or you withdraw them entirely. There aren’t any nuances at the moment.

If you want to make sure that you’re not accidentally exceeding a marketing contact limit, you would have to withdraw the permissions or make sure that the users who do have them are educated enough to check against team-specific limits first. If you want to maintain a degree of autonomy for them, the latter option would be the one to go. There would however be no checks in the tool to enforce it. It would rely on good judgement.

Generally I think this would be a very useful feature and I’d recommend submitting a corresponding request in the HubSpot Ideas section of the community: https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/HubSpot_Ideas

The product team reviews these requests based on their popularity.

Best regards!