CRM

mimsims2019
Mitglied

How do I stop HubSpot creating a contact when I send an email?

lösung

I'm using the free version of HubSpot CRM. According to this answer https://community.hubspot.com/t5/CRM/Difference-between-Log-to-CRM-and-Track-Email/td-p/32485, you can "uncheck log to CRM" but where do I find that option?

 

Thanks in advance!

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2 Akzeptierte Lösungen
MFrankJohnson
Lösung
Vordenker/-in

How do I stop HubSpot creating a contact when I send an email?

lösung

The 'uncheck log to CRM' option is only available when sending email via HubSpot-connected email clients -- e.g., Gmail, Outlook. All email sent from WITHIN the HubSpot CRM includes logging that cannot be disabled.

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com

Lösung in ursprünglichem Beitrag anzeigen

MFrankJohnson
Lösung
Vordenker/-in

How do I stop HubSpot creating a contact when I send an email?

lösung

Yep. Please mark as solved. 🙂

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com

Lösung in ursprünglichem Beitrag anzeigen

0 Upvotes
5 Antworten
MFrankJohnson
Lösung
Vordenker/-in

How do I stop HubSpot creating a contact when I send an email?

lösung

The 'uncheck log to CRM' option is only available when sending email via HubSpot-connected email clients -- e.g., Gmail, Outlook. All email sent from WITHIN the HubSpot CRM includes logging that cannot be disabled.

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com
mimsims2019
Mitglied

How do I stop HubSpot creating a contact when I send an email?

lösung

Thanks MFrankJohnson for your response.

 

I am sending email via HubSpot-connected Gmail but can't see the 'uncheck log to CRM' option.

hubspotscreenshot1.png

 

Am I looking in the wrong place?

 

Thanks again!

0 Upvotes
MFrankJohnson
Vordenker/-in

How do I stop HubSpot creating a contact when I send an email?

lösung

hubspot-one-to-one-email-log-track-checkboxes.png

 

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com
0 Upvotes
mimsims2019
Mitglied

How do I stop HubSpot creating a contact when I send an email?

lösung

Thanks MFrankJohnson,

 

I didn't realise that the Log tickbox would also stop the creation of a contact.

 

Thanks again!

0 Upvotes
MFrankJohnson
Lösung
Vordenker/-in

How do I stop HubSpot creating a contact when I send an email?

lösung

Yep. Please mark as solved. 🙂

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com
0 Upvotes