Creating new contacts/companies via outlook extension
Currently, if i email a new contact and use the outlook integration to track those contacts in, the contact/companies are automatically created. This creates problems where i have other mandatory fields which are required for data quality purposes which i then have to create a bunch of tasks for people to complete - (which they often don't and requires lot's of chasing - waste of time!)
It would be really useful if:
- When using the integration, before i send an email, the integration checks if the contacts already exist, if not i'm REQUIRED to create the contact and mandatory fields that are configured
-If a new company is being created, the same should happen.
at the moment, it's too easy to circumnavigate required fields and it creates a bunch of admin work to keep on top of.
I just had to have my sales reps clean up close to a thousand records because first name and last name are required in the app, but not in the Outlook Add-In. This is because they will copy 10 people on an email that are not in HubSpot! Super Annoying.
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.
