Hi ,
I have 2 questions about the Gmail extension for sales using:
1. are you logging inside Gmail the contacts you want to create? (by “Log” bottom) or you are auto-created because it marks V as default?
If you doing it manually, how do you ensure your sales reps don’t forget to create contacts?
2. there is a list of “spam” domains to copy and paste into the “never log” list?
Thank you all.
Regarding your first question: If you’re not using the sales extension or add-in, you can use the HubSpot BCC address or forwarding address to manually log emails: Kindly go through this article here
Regarding your second question Kindly go through this article here: Exclude recipients from CRM email and meeting logging
To prevent logging emails sent to specific recipients, super admins in your account can add them to the Never Log list.
Hi @Jigar_Thakker ,
Thank you for your answer.
1) do you keep it for your sales reps to choose which contact they want to log in to and which do not? or they automatically log all of them?
2) the “on this list” isn’t clickable, maybe you have this list?
Hi @IZabarsky
You need to define that list as a super-admin, there isn’t a default “never log list” from HubSpot. Most commonly HubSpot users exclude:
Frank
You can manage your personal list the steps are mentioned in this article: Exclude recipients from CRM email and meeting logging
Once you create this list. Emails sent from a connected personal email with the HubSpot Sales extension or add-in to addresses or domains on this list will not create a new contact record, record email tracking activity on the contact’s timeline, or be logged to the record.
