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.
Thank you so much for your passion for this idea. I'm happy to announce that you can officially email a company-based list!
To generate a list of Contacts associated to an existing Company list, first add in your Contact property criteria if any. Then change the object in the drop down from ‘Contact’ to ‘Company’ and select ‘List Membership’ in the menu.
Choose from the available Company lists and choose your operator: ‘is’ or ‘is not a member of’.
Finally, refine your contact list with any additional filters. ✅ You can now e-mail that contact list that references those contacts from a company you care about based on their association or association label.
NOTE: You can also reference existing Contact lists in the Company list filters using the same process above - just be sure to select ‘Contact’ in the drop down instead of ‘Company’.
Hi everyone. I'm Roger, Product Designer at Hubspot, and I'm happy to say we are in the process of developing this functionality. Appreciate everyone's patience and support in this effort. If you have questions, feel free to reply on this thread or reach out to me. In the meantime, I will keep you all posted.
Hi everyone. My name is Anita and I'm a Product Designer at HubSpot. Nice to meet you!
I have some good news: we're aiming to add some new functionality that will allow the creation of lists in which one object is associated to a second object on a list of that second object (ex: list of contacts associated to companies on a company list, or list of companies associated to contacts on a contact list). This should allow you to market to the specific contacts you're seeking.
Would any of you be interested in participating in a paid research study? In order to ensure that this functionality is effective and easy-to-use, we need to test it with you, our users. That will help us understand how well it works and meets your expectations.
Participants will be paid upon completion of the session
Session will require no more than one 30 minutes of your time
Session will consist of a Zoom call where you'll complete tasks using a prototype of this new functionality
You'll be asked to provide honest feedback as you go