Imagine getting a surprise bill from HubSpot for exceeding your marketing contact limit. That’s exactly what happened to Craig, a business coaching company owner. Don’t worry—this guide will show you how to automate contact management, save money, and keep your HubSpot CRM organized with our proven Email Cleanse Workflows.

As David, a Senior HubSpot Consultant at Crocodile Marketing, I helped Craig reduce his marketing contacts by 30%, saving $500 a month. You can do the same! Let’s dive into simple steps to manage your marketing and non-marketing contacts like a pro.

What Are Marketing and Non-Marketing Contacts?

HubSpot splits contacts into two categories. Understanding them is key to saving costs. Let’s break it down.

https://www.youtube.com/watch?v=tJwii2UEDfI

Marketing Contacts

These are contacts you send marketing emails, ads, or campaigns to. Think leads who’ve subscribed to your newsletter or filled out a form. HubSpot charges for these contacts, so keep this list lean.

Non-Marketing Contacts

These contacts live in your CRM but don’t get marketing emails. They might be customers, prospects, or team members. You can store up to 1 million non-marketing contacts for free!

You can still send 1-to-1 emails (like sales follow-ups) to non-marketing contacts. This distinction helps you target the right people without extra costs.

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Understanding HubSpot's 1-to-1 Emails

HubSpot's 1-to-1 emails are personalised messages sent to individual contacts, regardless of their marketing or non-marketing status. These emails are typically used for:

• Sales outreach and follow-ups
• Customer service communications
• Personalised nurturing of high-value prospects

Key features of HubSpot's 1-to-1 emails include:

• Email Sequences: Automated series of personalised emails sent to individual contacts over time.
• Templates: Reusable email formats that can be personalised for each recipient.
• Tracking: Ability to monitor opens, clicks, and responses for individual emails.
• Integration with CRM: Emails are logged in the contact's activity history for comprehensive relationship management.

By leveraging 1-to-1 emails, you can maintain personalised communication with all your contacts while adhering to HubSpot's marketing contact limits and best practices for email engagement.

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Quick Tip: Only tag contacts as marketing if they need your campaigns. For example, exclude employees or competitors.

Link: HubSpot’s Marketing Contacts Guide for more details.

Why Automate Contact Management?

Manually sorting contacts is time-consuming and risky. One wrong move, like Craig’s, can lead to unexpected bills. Automation saves time, cuts costs, and keeps your CRM clean.

Our Email Cleanse Workflows helped Craig streamline his process. By setting up lists and workflows, you’ll ensure only active, engaged contacts are marketed to. Let’s get started with five simple steps.

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