I second this very much - mails from my sales guys who are also the account managers can involve numerous other stakeholders, and it means that there are massive delays when trying to send a mail to a list because the sales guys have to cleanse every list for irrellevant CCd in contacts. If there was a way to segment a list excluding CC’d in contacts that would sort it but that doesn’t exist. Please have some optional toggle to let us control the quality of contacts created rather than just adding everyone?
This needs to end fast, please hubspot. Our CRM is a complete mess with literally hundreds of new contacts being added monthly with NO info except for an email address. This is garbage.
It was just shown to me that for each email I send, in the upper right corner there are ck boxes. I have the sales connector for Outlook desktop. Whenever I open a new email to someone or to no one yet, I have a box on the toolbar that has a host of choices. Track the email, create a contact and then when I click on the bottom right corner it opens up to even more choices. Is this what you mean? Today is my first day using it and I sent an email without realzing that perhaps a contact was created but when I looked in my CRM there wasn’t one created altho it had the HS email in the bcc line.
Also, what I wrote may be wrong. I didn’t quite understand the issue. My thing was not logging the entire email. Now I get it. I send an email to ‘Steve’ who IS a contact and for whom I DO want to log this email, but I don’t want everyone on the CC list to get created. So I have to ck yes to log this email and then everyone gets created. Yes, that does seem to be not only a violation but also a huge pain. I just got help from Chat and asked them about that but they never answered it (but admittedly it was a side issue to my main question.) So is there no answer then? It’s all or nothing?
OK, I have a workaround but needs to be used carefully. First off, let me say I am using the Outlook for Desktop connection just in case it’s dif for 365 or whatever.
So in the upper right of my toolbar I have a few options. I can have it default to log or not log. I can have it default to track or not track.
Now, here’s the more interesting part. If I click the bottom right corner of that Toolbar group it opens up a more advanced dialogue box. So if I do a Cntl C copy of everything in my cc field, then click on the spot on the bottom right corner of the Toolbar Hubspot Group to open the more advanced window, I can paste in all the contents of the cc field into a box that says “never log the following addresses” so I can prevent the cc contents from getting created in the CRM.
Like I said, it’s a work around. I agree HS should let us just switch off all logging of the cc’s.
The reason I said this must be done carefully, if you ever DO want to start logging to one of these, you must remember that you may have prevented it in the past. So if you email Steve who is your important contact, and prevented Dave in a past email who was a cc and then Dave becomes a potential customer, you need to go back and take Dave out of the prevention list.
But, at least there is a way to NOT log any of the cc’d people. Why HS has not come onto this forum and shared this makes me insecure about it being a solution. I hope someone here confirms this with me so I know for sure I have this correct.
I am just adding my voice as well. I find it unethical of Hubspot to not solve this problem because this seems like they want to artificially increase the contact databases size and consequently the cost for the client to maintain it. Moreover, we heavily rely on the system to help us remain GDPR compliant and reduce the effort to do so through automation. If our sales executives have to spend 60% of their time cleaning up data our company will suffer the consequences.
Hubspot, fix this problem - this is not rocket science and you are creating risks and unnecessary costs for your clients! All you need to do is differentiate between TO and CC contacts (Drill-down-source 2) for workflow and list filtering, and integrate a simple switch on the plug-ins to exclude CC contacts from being logged. This should take no less than a day or two to develop!
Here’s what I found out. At the ‘major competitor’ the default is to NOT create contacts unless requested. So there’s some sort of check box or prompt to create for each address that is not already a contact.
Here, it’s the opposite. The default is to create unless requested not to.
Now, as I stated before the fastest workaround is not to create and then go delete but at least when I tried this using Outlook (haven’t tried within HS directly) I can go to the toolbar, click on the bottom right corner of the HS group on the Outlook toolbar and it opens a more advance dialogue box were I can paste the email addresses that I copied from the cc or to fields in the box title ‘never create contacts for these people’.
Unfortunately, the next time you go to email, you can’t really remember if you already said no to the add’l email addresses or not and if you do want to create a contact in the future, you would have to take them out of that list where you nixed them.
Of course it would be best if the default were no. I think I’m loathe to assume it was some evil agenda to boost pricing. They probably just felt it more prudent for sales to grab everyone than to miss out on someone. However, the competition does the reverse. Seems like the way to go.
Can we get a response from a HubSpot rep on this please as this is a major drawback that will add to the growing list that we need to resolve with a new supplier.
This is ABSOLUTELY necessary. The lack of ability to turn off this automatic creation of contacts creates multiple issues in CRM and makes it nearly impossible to keep a clean database. Please implement this ability ASAP.
I just realized this is happening. Has there been a solution? It makes no sense to have people in CC or BCC adeed as contacts. I am sure some people or businesses will find it useful so having the option to decide if you want CC/BCC to be added as contacts or not would be great.
I see the issue is still not fixed, but it was a topic 2 years ago.