To my surprise it is not possible to send email to company-based lists.
We have an integration between CRM system Koho and HubSpot, and store a lot of business critical information about contracts and customers in Koho. The integration pushes data to HubSpot (custom fields) which has been selected as the agile tool for communication and marketing to our customers. Due to the company dependent information, I found out the hard way we are not able to use company-based lists to reach out to our customers.
I hope you would develop this feature very soon. Usability of HubSpot would be much better without exporting data to excel and then importing the same data back. It just doesn’t make any sense.
The experience was totally unexpected not being able to send to a company-based list and it caused a lot of unnecessary trouble in a tight time schedule. I hope you would at least give information about the absence of the feature in the list and email tools.
Literally just went through this with support yesterday. It’s not even just that there isn’t an ability to email a company-based list, but you can’t even use said list to generate a list of contacts based on the associated company being on that list, either through the lists area or the contacts filters. The only option right now is to export the entire database of contacts and perform a vlookup to sift out the contacts who are associated with the chosen companies, then import that list back into the system. Seems a bit roundabout, no?
Thanks for asking about this topic!
I want to NOT email contacts, within companies, which are in certain deal phases. Being able to not email a list of companies would be helpful!
(On a contact level, looks like I can only filter out contacts that are directly associated with a deal. For example, Company A has Contacts 1, #2, #3 a deal in “contract sent” stage associated with Contact 1… I don’t want to be emailing Contacts #2, #3 either)
I was also surprised by Hubspot’s same huge limitation. We are an B2B business, and in our case, diferent Companys can have the same Contact, but in our email marketing lists these contacts / companys only appear once, that means that I can’t get in touch with a lot of companies because they have the same contact. Honestly I’m disappointed.
Our company has also has similar special needs as yours @PCastro , as the majority of our clientele are property managers who work in their own company, but serve dozens of housing cooperatives. And the housing cooperatives are the final customer, but property managers do all the administrative work for them and they have a lot of power in desicion making. For this reason we have made a special property in HubSpot CRM which allows us to put the same contact in various companies, in our case housing cooperatives.
Since we use ‘Accounts’ on Salesforce as our main client database, we are forced to use 'Companies on HubSpot to make the integration work seemlessly. Unfortunely, we can’t use HubSpot for emailing our clients due to this functionality not being available. Total nonsense!
Why is this still just an idea, and not a feature? We’re B2B. Same issue as above. We want to send to a Salesforce synced list of company contacts who are the PRIMARY contact of the company. I do not want to email EVERYONE related to the company, just the Primary,
Please, make it possible to send emails to companies. I know you can create “person” contacts for each company, but since a lot of companies’s email address is the same as a person, it doesn’t create duplicate records in HubSpot when I import a csv of companies and their email addresses.
This is how we’ve worked around…
Create a Contact list where filters are based on the associated company’s field you want to segment: example industry=retail
