CRM

LW-Robin
Participant

Auto populated company info - Sasktel in Canada

Résolue

In the CRM I really like the feature where it looks at the email domain name and autopopulates the company info from it, e.g. sample@XYZCompany.com will grab info from www.XYZCompany.com and use that.

This function clearly ignores domain names like "@gmail.com" and "@hotmail.com" as they are email providers. Is there any way this exception can be applied to "@sasktel.net" emails as well? In Canada, Sasktel is an email provider, much like how Shaw Communications and Telus provide "@shaw.ca" and "@telus.net" emails. However every time I create a new contact with a Sasktel email, it autopopulates the fields as if the contact works AT Sasktel.

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Phil_Vallender
Solution
Membre irremplaçable | Partenaire solutions Diamond
Membre irremplaçable | Partenaire solutions Diamond

Auto populated company info - Sasktel in Canada

Résolue

Hi @LW-Robin

 

Head to Settings > Companies and under the 'Automatically create and associate' section there is the is the option to opt a domain out. That should do what you want it to.

 

Settings.png

 

 

 

Hope that helps.

Phil Vallender | HubSpot Website Agency

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1 Réponse
Phil_Vallender
Solution
Membre irremplaçable | Partenaire solutions Diamond
Membre irremplaçable | Partenaire solutions Diamond

Auto populated company info - Sasktel in Canada

Résolue

Hi @LW-Robin

 

Head to Settings > Companies and under the 'Automatically create and associate' section there is the is the option to opt a domain out. That should do what you want it to.

 

Settings.png

 

 

 

Hope that helps.

Phil Vallender | HubSpot Website Agency