HubSpot Ideas

TVento

Sending email to company-based list

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.

HubSpot Updates
Delivered
August 19, 2023 10:42 AM

Hi folks,

 

Thank you so much for your passion for this idea. I'm happy to announce that you can officially email a company-based list! 

 

How?

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.

ex2.png

Choose from the available Company lists and choose your operator: ‘is’ or ‘is not a member of’.

ex1.png

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’.

 

May 12, 2023 10:24 AM

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.

 

Thanks!

Roger

51 Replies
TVento
Participant

@anita Great to hear that this! Absolutely a necessary functionality for me and I believe for many users of HubSpot lists. Looking forward to the outcome.

Amy_Brierley
Contributor

Great news @AnitaNankam

CRMarketer
Participant | Platinum Partner

Yes, need this too

default9765
Member

Adding my vote: Please build ASAP. Badly badly needed

OHoshy
Participant

We need this for our B2B company too! 

JAgate
Member

Hey @AnitaNankam, are you still looking for testers or feedback on this? If so, please reach out. We have the problem where a Contact serves as a primary contact for multiple companies. I am worried we are going to have to revert back to our old email system if there isn't a solution in the near future.  Thanks!

RSivertsen
Member

Hi @AnitaNankam 

 

Are there any updates to this issue? I am currently with a client to whom this is a big problem. 

If someone has workarounds, please get in touch!

Ryeh
HubSpot Product Team

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.

 

Thanks!

Roger

MTidwell
Member

How close is this to being ready? In looking at past posts it looks as if people have been asking for this since 2020

AndresBustos
HubSpot Product Team

Hi folks,

 

Thank you so much for your passion for this idea. I'm happy to announce that you can officially email a company-based list! 

 

How?

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.

ex2.png

Choose from the available Company lists and choose your operator: ‘is’ or ‘is not a member of’.

ex1.png

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’.

 
MZimo
Contributor

@AndresBustos Thanks for the suggestion, but this is the awkward workaround we've been using for years now.

With this method you have to update two contacts to change a "company's" email address: 1) you have to add the association label and email subscription to the new company contact, and 2) you have to unsubscribe and remove the association label for the old contact.