Tips, Tricks & Best Practices

JeniferL
Member

Sending email to multiple recipients at an organization (group sends)

SOLVE

Is there a way to set up automation to send an email to multiple users within an account?  For example, I'd like to send an email to 100 accounts, and on that email, I would like to have users with the assigned role of "Decision Maker," "Primary Contact," and "Signer," which are all identified in our records with a contact role field syncing from SFDC.

 

I'd like all of these users to be on the singular email to the account so we don't start multiple threads with the customer. 

 

Does that make sense?  It's possible with Customer Success Platforms, but I haven't figured out how to make it happen in Hubspot.

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Sending email to multiple recipients at an organization (group sends)

SOLVE

Hi @JeniferL,

 

No, HubSpot currently has no automated or scaling solution for that. If emails are sent as automated emails from workflows, each recipient gets their own copy of an email / separate threads. There is no option for marketing emails to get combined into shared threads within a company.

 

For one-to-one emails, sent directly from a company record, for example, you would have to manually select each recipient. I'm not aware of any default or native features that would let you pull in recipients at scale.

 

I definitely see the use case here and you could request it form the product team in the HubSpot Ideas section of the community: https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/HubSpot_Ideas

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Sending email to multiple recipients at an organization (group sends)

SOLVE

Hi @JeniferL,

 

No, HubSpot currently has no automated or scaling solution for that. If emails are sent as automated emails from workflows, each recipient gets their own copy of an email / separate threads. There is no option for marketing emails to get combined into shared threads within a company.

 

For one-to-one emails, sent directly from a company record, for example, you would have to manually select each recipient. I'm not aware of any default or native features that would let you pull in recipients at scale.

 

I definitely see the use case here and you could request it form the product team in the HubSpot Ideas section of the community: https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/HubSpot_Ideas

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

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