I’m not sure if this is the same request, but I would like Hubspot to only log emails from known contacts in the CRM. The reason is that I have lots of people email me, including confidential emails I don’t want made visible to everyone in the CRM.
I know that if I send an email and uncheck the log button, it doesn’t log in the CRM. I also know that I can exclude a specific email address or domain in the settings so that it never logs emails from those people. The checkbox is only useful for stopping the logging of emails I sent, not those I receive (and also doesn’t cover those cases where I sent from my phone or forget to uncheck the box). And, the email/domain exclusion is only useful if I am expecting emails from someone.
What I am looking for is a setting where, when enabled, the CRM only logs emails from my inbox that are existing contacts in the CRM, and does not create new contacts from emails of people not in the CRM. That way, if I have a confidential conversation with someone and give them my email address, and they email me, that email doesn’t create a CRM contact and log the confidential email for everyone to see.
This is important as someone who wears lots of hats including both sales, and confidential things like HR and legal.
Thank you for your consideration!