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Thanks @uditmathur I will take a look and shoutout if I come across any doubts/concerns.
Hello folks, I just wanted to ask if anybody can point me towards the right direction in understanding how to create effective nurture programs. We have nurture set up in our Marketo instance but I do understand different orgs/products will have different set up for nurturing leads, different techni...
Thanks @SanfordWhiteman . This sounds a bit complex for my role but I agree with your solution. Maybe I'd have to pull in somebody from operations teams to check with the integration bit. Thanks for your feedback and sorry for the round about way to get to this point.
Hi Sanford, We don't want a single record to receive two different email comms (messaging from two different brands - one of the brand is an acquisition of ours which uses HS/SF crm, we use Marketo/D365) so we need to find a way to suppress leads from one another so there is no overlap. But learned ...
Hi @EllenSchwier Its the latter. Single record (same email address) is a prospect in Marketo database but also a customer in HS database hence receiving emails from both Marketo and Hubspot. cc: @SanfordWhiteman
Hi Sanford,You are correct. Thanks for the clear explanation.
Hi Sanford, I am sorry I was not being clear. I meant to say the leads that pass over from Marketo to Hubspot are being suppressed in HS with filters but the same is not happening in Marketo. Hence one of the leads received emails from both brands (which should not have happened). But i discovered y...
Hi Sanford, Thanks for responding. By clean I mean a lead should either be prospect or a customer, cannot be both since we have email messaging based on whether they are a prospect or a customer.Also I am sorry I missed to mention - When I say different brands, they use Hubspot. Their database is di...
Hi folks, I need a quick check on my understanding about email deduping. This issue came up because for an email we sent to a Prospect that is also a customer in a different Brand. We are identifying both of these with a custom field called "Brand Comms owner" in smart list. How do I make sure that...
Thanks for responding @Michael_Florin Appreciate it 🙂