How to skip your existing customers
Only prospects reach your team, never someone you already serve.
Upload your customer list (name, phone, website, address) to My data, then add Match with my table after the data block: match by website, phone or name, and keep only the items not found. With a CRM connected, CRM lookup checks each item against the CRM itself.
Templates that use these blocks
More businesses like my best customersBusinesses that look like your best customers, near them, not yet in HubSpot.Watch my target accountsCheck your target accounts every week and get told what changed.WhatsApp assistant for shop ownersAn AI agent that answers shop owners on WhatsApp from your product list.Admissions assistant for familiesAn admissions chat that finds the nearest campus to a family and describes the area.