CRM

ASib14
Member

Emails from Outlook not logging with colleagues in CC

Hi, i'm new to using CRM with outlook. All emails are sent from outlook and as a small company we always include each other in cc or bcc. I've noticed that Hubspot only seems to show our own company ID on the right hand side Hubspot Sales window. It seems to be looking at the company in the CC section rather than the To: section. 

If i delete my colleagues from the CC section, then the info changes to the person/company in the TO: section.

 

The question is, what is it logging when i cc in my colleagues and/or is there a way to prevent it from looking at the CC section as all my main customers will always be in the To: section.

 

Thanks in advance.

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2 Replies 2
mbrown
Contributor | Platinum Partner
Contributor | Platinum Partner

Emails from Outlook not logging with colleagues in CC

Hi 

 

With the outlook integration for HubSpot, if your email account is connected to your HubSpot portal any email addresses that are in the To, CC or BCC field will be logged. To stop your colleagues emails going into your HubSpot portal you can add your email domain to the Never Log section under Settings > Objects > Activities. You can then add individual email addresses or domains to stop these being logged. 


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IZitzler
Participant

Emails from Outlook not logging with colleagues in CC

Hi,

can I also stop generally the logging of mailadresses, that are in CC?

 

Thank you!

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