Hi @kimiwei88,
Here’s what HubSpot recommends you do (and magically, that also solves your main concerns).
- Connect your team email channel as a conversations inbox: Connect channels to the conversations inbox
- All incoming emails will be logged here
- Team members with access to the inbox in HubSpot can review emails and reply to them
- If needed, you can create tickets from incoming emails
- Connect your individual email address by following these steps: Connect your personal email
- Net new incoming emails will not log in HubSpot
- Sent emails from your inbox to contacts will log if they’re sent from the HubSpot CRM, using the BCC address or one of the sales extensions (meaning that you have full control over what is documented)
- Incoming emails are only logged when they’re replies, see here: Understand reply-only email logging rules
That way, you’d have all shared emails in HubSpot. For all individual emails, you could decide what you want to log and what not.
(Personally, I don’t think the never log list is a viable option as that would require you to create such a list in advance, for all potential senders in the future you do not want to log.)
Let me know if you have any follow-up questions!