Hi PamCotton,
Thank you for your response and the parsing tool suggestion! This is definitely an option for us.
While exploring this option, I came across this Reddit thread where a user recommended “moving the entire inbox to HubSpot’s conversation inbox.” This seemed promising, so I implemented it. However, we encountered a new challenge.
As mentioned earlier, our users mark deals as “sold” in our dialing system after receiving documents via email, triggering a Zap to create a contact in HubSpot.
In this new process with the connected Inbox, the email is received, which initiates a “conversation” and creates a contact in HubSpot before the Zap from the “sold” action occurs. This sequence results in a “duplicate contact” error when the user hits “sold.” The contact information is zapped but blocked, and the company record is created without the contact being linked. While the contact created from the conversation exists, it is not automatically associated with the company, which means we have to manually link the contact created from the conversation.
While trying to find a solution, I considered preventing the contact from being created from the conversation. Unfortunately, based on the information in this thread, it seems this is not currently possible.
Do you have any suggestions on how we can address this issue? Or do you still think the parsing tool would be best?