So our current process is using clay to build, qualify and enrich companies and contacts, these are then added to a TAM list on HS. They are then sent to instantly for target campaigns. I have set up tracking of emails using BCC so that emails and replies are tracked in HS. We currently have one of our sales team managing the replies (positive, neutral and negative). He is booking the leads where appropriate and if the leads opt out he is supposed to be updating within instantly and HubSpot. So first issue is with the integration, how are you running this, we are simply using the BCC to track all emails. When someone opts out, he is having to update on both HubSpot and instantly which is time consuming. Another problem is when sorting the lists for email campaigns, HubSpot and instantly do not talk to each other so when something happens on one of the platforms like a separate email sent by one of our sales team, this is not reflected in Instantky which can lead to overlapping comms. There are more issues but I would just like to know and overview of how other teams have this set up from an integration perspective but also managing instantly?
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