Disable automatic contact creation for Conversations
HubSpot auto creates a contact for anyone that emails in - or is cc'd into a reply in conversations. For some customers who manage through support, this will mean a large number of contacts can enter the database. The only way to prevent this at the moment is by setting filtering rules, as all filtered emails do not create contacts. There is a use case from a customer in this post..
This is a request to build a "Create contact" rule giving us the option to disable automtically creating contacts for people we communicate with in Conversations.
Thank you all so much for this feedback and direction! I will be reviewing this with the team and will post an update. We have a few upcoming features that should address some of this pain so I will share in the next couple weeks as we have a more details. Thank you!
I wanted to dig in a bit to understand a bit more. From reading through this, it seems like there are two issues:
1. Auto creating contacts that cause clutter in the CRM
2. Adding contacts that you would have to pay for later when you might just be having a quick conversation and do not need to follow up with them. I am assuming this is for mostly support usecases?
Does that capture the usecases or if there are others would you provide them below! thanks!
Hi everyone, my name is Cambria - I'm a Product Manager on the Conversations team. Thank you to everyone who has upvoted this discussion, shared your use cases, and added your thoughts and opinions over the past several months.
Before we dive into things, I just want to say that this feature was absolutely not designed to push any of our customers above their contact tier limit.
Contacts are the beating heart of HubSpot, and we want to empower teams using the Inbox to have remarkable 1:1 conversations, largely leveraging the power of contacts so they can have a 360 degree view of who they're talking to and previous interactions they might've had with their team.
That said, we know there's a few problems with our current system.
1) Contact tier limits - we know this is a problem and we're exploring solutions internally on how we can address this. 2) Filtering - we need to improve our system for filtering spam/undesirable emails so they never get to the point where they're being added as contacts anyway. We're planning on tackling later this year after some core email infrastructure work we're doing in the first half of the year.
I know this may not be the response you hoped for, but thank you again for all your feedback and patience with this issue. We'll keep this post updated when we have further announcements to share on progress here
@dave-kimble Although the issue is a bit of a pain in the butt, I wouldn't consider it a deal-breaker. And, although it definitely bugs me, I wouldn't look to it as a signifier of some broader trend of Hubspot ignoring the community or doing zero product development. If you want to get a better idea of what Hubspot are actually working on, I'd start with their product update videos.
Any updates on this? We serve both our clients and their end-users, but do not want the end-users in our CRM, which currently makes it impossible for us to serve the end-users using our HubSpot tools.
I'd like to share a possible solution for you (Professional & Enterprise). HubSpot launched beta for conversational-workflows in December 2020.
This workflow may help you
Sign up for beta and get access to conversational-workflows. As soon as you get beta-access:
Create a contact property called "conversation-inbox date"
Create a conversation-workflow
Example Trigger: Inbox XY
Action: set contact property "conversation-inbox date" to date of the step
Create an active clean-up-list like with arguments like "conversation-inbox-date is known (or older than 10 days) AND no deal is associated with that contact
Yes, we have the same issue. We want to connect a team email that gets inquires from customers and others and creates tickets for them, but we don't want them all automatically added as contacts becasue some should not be in HubSpot. This is really dissapointing HS doesn't have something for this. It seems basic.
@cdewey22 Any chance you have an update on this? I saw the workflow that @sk0si suggested, which is okay. It is really painful to deal with this. Right now I have to manually review all the contacts created to make sure the ones being added are the ones that add value. I just don't want everyone in the marketing database. If I could alter the Lifecycles to mark some as vendors or partners that would also help, but HubSpot is really designed for marketing. So I'm stuck with a bunch of necessary contacts that I have to filter out. Thanks!!
like rensdckw we serve our clients and thier end users so dont want contacts to be automatically created from chats or tickets. As a software company ourselves I find it appauling this hasn't been addressed with a simple fix for OVER 2 YEARS, condering switching crm as this attitude doesn't sit well.
PLEASE PLEASE PLEASE PLEASE PLEASE SOLVE THIS ISSUE!!!! Hubspot is creating contacts left and right and then they go into our system and cause CHAOS!!!!
Agree it's hugely annoying and time consuming (not to mention anxiety inducing when i see unwanted items in my beutifully organised contacts list!) to have to keep deleting contacts, especially if they are spam or have been previously deleted.
There should be a 'do you want to add ths contact to CRM' pop up or button or similar.
This is a big issue for us as our salesteams communicate throught emails to plenty of "cc contacts" that actually are not interesting for us to add in Hubspot. This causes multiples contacts creation that ruin our contacts visibility.
It would be great to add a fonctunality that allow us to not create contacts in Hubspot if they are in cc of email.
"Thank you all so much for this feedback and direction! I will be reviewing this with the team and will post an update. We have a few upcoming features that should address some of this pain so I will share in the next couple weeks as we have a more details. Thank you!"
This is indeed a pain, because it creates a cluttered database and causes us extra charges (contact tiers).
Both are frustrating.
The workaround (filtering out these contacts) is currently only possible one-by-one. Thsi si impossible when you have hundreds of such contacts.
Of course, they decide they may now have an update. We switched over to Infusionsoft a few days ago, for a few reasons, but this was the main thing that pushed us.
We have a similar issue. We want to use Outlook integration to send to and receive emails from leads. We don't want to manually check "track" or "log" each time we are sending an email, depending on whether the correspondent is a lead or not. So, we always want to have tracking and logging on, BUT we don't want new contacts to be created in CRM IF they don't exist. This is because many of our HubSpot users are not just in Sales and so they send a ton of emails to people other than leads. But, when they DO send emails to existing leads, we want HubSpot to automatically track and log. So, it's not enough to just blocklist our own company domain to block company confidential emails from being registered in HubSpot.
I'm hoping Hubspot can give us an update on this - our sales data is now a mess because of all the bad email addresses and company names that have been added to it. It is my single biggest issue with Hubspot.
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