Gmail Sales Extension

NickIFSEL
メンバー

I don't want to see ALL emails sent from Users gmail

解決

Hi everyone, 

 

My team have all connected HubSpot to their Gmail accounts and as a result, EVERY email that is sent through that account is being added to HubSpot. 

 

How do we disable this function, so that the email account is still connected (so users can email from the HubSpot contact page), but that users use the 'forward' and 'bcc' email addresses to add specific emails to contacts in HubSpot. 

 

For example: We don't need to save a record of all the back and forth between a user team mate and someone helping coordinate a venue for us... 

 

Thank you.

 

 

 

 

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Phil_Vallender
解決策
最優秀メンバー | Diamond Partner
最優秀メンバー | Diamond Partner

I don't want to see ALL emails sent from Users gmail

解決

Hi @NickIFSEL

 

Your team needs to learn to turn email logging on and off when sending emails to different contacts. I have to admit it's not perfect - quite easy to forget - but it should stop most unnecessary emails going into the CRM. 

 

This article describes how to set logging in gmail: How to log your email in the CRM using HubSpot Sales

 

Hope this helps.

Phil Vallender | HubSpot Website Agency

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0 いいね!
1件の返信
Phil_Vallender
解決策
最優秀メンバー | Diamond Partner
最優秀メンバー | Diamond Partner

I don't want to see ALL emails sent from Users gmail

解決

Hi @NickIFSEL

 

Your team needs to learn to turn email logging on and off when sending emails to different contacts. I have to admit it's not perfect - quite easy to forget - but it should stop most unnecessary emails going into the CRM. 

 

This article describes how to set logging in gmail: How to log your email in the CRM using HubSpot Sales

 

Hope this helps.

Phil Vallender | HubSpot Website Agency
0 いいね!