Using HubSpot workflows to send automated email sequences based on account activity is a great way to keep them engaged, share helpful content, and introduce the next step in their journey.
What happens when you try to email a HubSpot contact who isn’t a “Marketing Contact”?
The automated email fails to send.
And what if your data for email triggers lives on a deal record, not a contact?
To get around this issue, we can use a workflow and an active list to add only the contacts we need (and have permission) to email as marketing contacts.
(eg. For our onboarding engagement email, we filter to contacts with an associated deal where “Arrows Plan URL” is known.)
Using a combination of workflows and active lists is a great way to execute actions that can only be completed in workflows for one type of object.
Because, unlike workflows, lists give you the ability to reach into associated objects to filter on their properties.
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