CRM

mimsims2019
メンバー

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

解決

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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MFrankJohnson
解決策
ソートリーダー

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

解決

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

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MFrankJohnson
解決策
ソートリーダー

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

解決

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

元の投稿で解決策を見る

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5件の返信
MFrankJohnson
解決策
ソートリーダー

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

解決

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
メンバー

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

解決

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!

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MFrankJohnson
ソートリーダー

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

解決

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 いいね!
mimsims2019
メンバー

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

解決

Thanks MFrankJohnson,

 

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

 

Thanks again!

0 いいね!
MFrankJohnson
解決策
ソートリーダー

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

解決

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 いいね!