CRM

BPerram
Member

Stopping an email that was sent showing in the Emails section of a contact

I'm looking to implement transactional emails via our SAAS product, but as a requirement we need the ability to stop certain emails from showing inside of the email's tab of the contact we're sending it to, as some of our transactional emails contain sensitive information that we don't want exposed there.

BPerram_0-1669099106901.png


Is there a setting I can use to maybe just log the meta data into the email hub here, if not, can I stop these sensitive emails from showing here via some setting?

0 Upvotes
1 Reply 1
danmoyle
Thought Leader | Elite Partner
Thought Leader | Elite Partner

Stopping an email that was sent showing in the Emails section of a contact

@BPerram I'm not seeing a way to keep a specific set of emails from showing up in the CRM contact record. Here are a few resources I looked over:

Others may have an answer for you, but from what I can see it's not possible. 

 


Did this post help solve your problem? You can help others find answers when you accept a reply as a solution. (I also appreciate it!)


Dan Moyle

HubSpot Advisor

Impulse Creative

269-371-4753
dan@impulsecreative.com
https://impulsecreative.com/