CRM

AnnaStanuch
Participant

Mixed-BU mailing lists

I struggle to understand the concept of business units in HS, so forgive me if this is a dumb question.

If I create an email in one Hubspot business unit (let's call it BU A) and attach a list with mixed leads, will the system automatically exclude leads from the other BU (BU B)? 

 

6 Replies 6
Lucila-Andimol
Thought Leader | Platinum Partner
Thought Leader | Platinum Partner

Mixed-BU mailing lists

Hey @AnnaStanuch 

you can use Business Unit as a filter in your lists

to have all contacts assign to BU A for example.

Screenshot 2025-01-06 at 20.30.44.png

Then you need to have Consent and a subscription type associated to be able to send marketing emails.

With these 2 component (filtered lists and specific subscription type for BU A) you cannot mixed up.

Hope this helps

María Lucila Abal
COO Andimol | Platinum Accredited Partner
HubSpot Expert, Top Community Champion | Hall of Fame IN23&IN24
Certified Trainer (12+ years) | SuperAdmins Bootcamp Instructor

Have questions? Get answers:

Get Premium Support

Did my post help answer your question? Mark this as a solution.

0 Upvotes
AnnaStanuch
Participant

Mixed-BU mailing lists

Thank you, Lucila. I just ran a test, and the email was delivered despite the recipient not being subscribed to the picked subscription type. Turns out, you CAN mix it up if your privacy settings allow you to email contacts who have not specified to subscription types. Important caveat, I would say. Greenshot 2025-01-07 13.59.09.png

0 Upvotes
AnnaStanuch
Participant

Mixed-BU mailing lists

Thank you, JIgar. How does it relate to subscription types? They are specific to BUs. So, emails shouldn't be sent cross-BUs, right?

0 Upvotes
Jigar_Thakker
Key Advisor | Diamond Partner
Key Advisor | Diamond Partner

Mixed-BU mailing lists

Hi @AnnaStanuch,

You are right. Each BU has its own subscription type, which ensures compliance and prevents cross-BU email sending. Leads must be subscribed to the relevant subscription type for the specific BU to receive emails sent from that BU.

 

If this helps, feel free to mark it as the solution ✔️ and give it an upvote 👍 !

0 Upvotes
AnnaStanuch
Participant

Mixed-BU mailing lists

Thanks, Jigar. How does it relate to subscription types? They are specific for each BU, aren't they? If so, emails shouldn't be sent cross-BU, right? 

0 Upvotes
Jigar_Thakker
Key Advisor | Diamond Partner
Key Advisor | Diamond Partner

Mixed-BU mailing lists

Hi @AnnaStanuch,

No, Hubspot will not exclude leads automatically from one business unit to another when you create an email in one business unit with mixed leads unless you specifically filter or segment the list to exclude BU B leads as HubSpot treats each BU separately.

 

If this helps, feel free to mark it as the solution ✔️ and give it an upvote 👍 !

0 Upvotes