CRM

BambooBranding
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CRM has joined my company with a clients?

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We submit forms for client automation on our website. Now every time we do this Hubspot CRM joins a client entry in the CRM with our comapany. And notifies us when that clients are visiting the site when it's an internal visit.  Inevitably it makes the tracking side useless seeing as every comepnay is not intertwined. 

How do I delete this connection? 

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bradmin
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CRM has joined my company with a clients?

resolver

Hi, @BambooBranding. It sounds like you've got the setting enabled which automatically associates contacts with accounts. You'll want to disable that; I'm not certain how to clean up the undesired associations.


Brad Mampe, Salesforce Analyst, Fidelity
I'm probably wrong. I may not be right about that.

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bradmin
Solución
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CRM has joined my company with a clients?

resolver

It's in the bullet points from the linked article, but the URL should be 

https://app.hubspot.com/sales-products-settings/[YOUR_PORTAL_ID]/companies.

 


Brad Mampe, Salesforce Analyst, Fidelity
I'm probably wrong. I may not be right about that.

Ver la solución en mensaje original publicado

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3 Respuestas 3
bradmin
Solución
Asesor destacado

CRM has joined my company with a clients?

resolver

Hi, @BambooBranding. It sounds like you've got the setting enabled which automatically associates contacts with accounts. You'll want to disable that; I'm not certain how to clean up the undesired associations.


Brad Mampe, Salesforce Analyst, Fidelity
I'm probably wrong. I may not be right about that.
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BambooBranding
Miembro

CRM has joined my company with a clients?

resolver

Do you know where this setting is found?

Thanks

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bradmin
Solución
Asesor destacado

CRM has joined my company with a clients?

resolver

It's in the bullet points from the linked article, but the URL should be 

https://app.hubspot.com/sales-products-settings/[YOUR_PORTAL_ID]/companies.

 


Brad Mampe, Salesforce Analyst, Fidelity
I'm probably wrong. I may not be right about that.
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