I have set my team up so their emails and meetings are logged automatically and I can show the numbers on a report.
I don’t log every email, e.g.: with current customers, but I am not sure how I can do the same with meetings. In other words, it reports/ loggs emails that are irrelevant.
Is there a way to not log certain meetings?
I understand that it is possible to go to a contact’s record and log the meeting manually, but is it possible to do so automatically without logging every meeting?
@ArpMikIf you want to prevent certain meetings from being logged automatically, set those specific meetings to “private” in your calendar. HubSpot won’t log private meetings, so this keeps irrelevant ones out of your reports.
The Never Log setting in HubSpot now applies to meeting activities. Your never log list will now exclude both email and meeting activities from appearing in HubSpot for specified email addresses and domains.
Why does it matter?
Previously, calendar sync in HubSpot was an all-or-nothing setting. You either chose to sync all meeting events that contain at least one contact, or you chose not to sync any meeting events from your connected calendar into HubSpot.
Now, you have the flexibility to turn on calendar sync with the reassurance that you can define specific email addresses and domains whose meetings should not sync into HubSpot.
How does it work?
Any email address or domain that you add to your never log list will prevent email and meeting activities for those contacts from syncing into HubSpot.
You can manage the Never Log list for your own individual HubSpot user or for your entire account.
To manage the never log list for your entire account:
If navigating to Settings > Tools > Meetings, find the Never Log section on the Meeting Configurations tab
Click the “Manage never log for all users” button
Clicking the button will navigate you to Settings > Objects > Activities, where you will find the never log list for all users
Click the “Add emails or domains” button to specify which email addresses or domains you want to appear on your account’s never log list.
When an email address or domain is added to the never log list for your entire account, emails sent to or from those contacts and meetings with those contacts on your connected calendar will not sync to or appear in HubSpot. For example, if Bailey (baileyparham1023@gmail.com) is on my account’s never log list, meetings that any user books with Bailey from their connected calendar will not appear in HubSpot.
To manage the never log list for your individual user:
Navigate to Settings > General > CalendarORSettings > General > Email
If navigating to Settings > General > Calendar, find the Never Log section on the Calendar tab
Click the “Manage never log” button
Clicking the button will navigate you to Settings > General > Email, where you will find the never log list for your individual user. This list shows all email addresses and domains that either apply to your entire account or only apply to your individual user, noted by the “All users” or “Only you” tag
Click the “Add emails or domains” button to specify which email addresses or domains you want to appear on your individual never log list.
When an email address or domain is added to the never log list for only you individually, emails sent to or from those contacts and meetings with those contacts on your connected calendar will not sync to or appear in HubSpot. However, emails and meetings created for other HubSpot users in your account could still allow the activity to appear in HubSpot. For example, if Mel (meltest@hubspot.com) is on my individual never log list, meetings that Mel books with me on my connected calendar will not appear in HubSpot. However, if Mel books a meeting with a different HubSpot user, that meeting could still sync to HubSpot if that contact is not on the other user’s never log list.
Additional information:
If there are recipients on an email or contacts on a meeting who are not on the never log list, HubSpot will still log emails and meetings to those contact records.
The never log lists only applies to meetings created through calendar sync from your connected calendar. Meetings created directly in HubSpot on the CRM record or created via HubSpot scheduling pages will still appear in HubSpot even if the contact is on the never log list.
If there are multiple HubSpot users on a meeting, the owner of that meeting in HubSpot will control the never log logic for that meeting. This is important to know for a scenario where a contact schedules a meeting with two HubSpot users but one HubSpot user has that contact on an individual never log list.
