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
not yet. what i've done in the meantime is 1. created a saved filter in Contacts for contacts that were created via Conversations and aren't a "Customer" or owned by a sales person 2. created a saved filter in Companies with the same 3. Every 3 days I go into the filters and delete everything.
This would be helpful even for those not using conversations. My sales team has been complaining since we started using HubSpot about how it automatically creates a contact when someone emails them first. They know to uncheck "log to crm" when they email first.. This results in random industry people etc being added to our database that constantly needs to be cleaned now.
Did this feature get developed? Currently drudging through all the no-reply contacts that have been auto-added to Hubspot and it is quite a pain! Would love to have better control over what contacts are added.
It's been a year since your last post. Could you please let us know when will this be solved?
This is obviously a popular request and the "feature" you currently have causes a lot of confusion and extra work for Hubspot users. Please get it fixed!
I actually can't believe this is not a feature. This basically means the Hubspot email tracking functionality is completely unusable by anyone who deals with sensitive emails; executives, VPs, C-Suite. Disappointing as I wanted to use Hubspot but i'll stick to SFDC I guess.
I have a number of clients where I've setup and configured Conversations Inbox for them who after a while ask me to disconnect it as a result of the clutter it causes.
Another option would be one click delete of both the contact and company created directly in the Conversation Inbox.
Currently you can "Block and delete contact" but it leaves the random company in the CRM if automated company creation is turned on. Would be nice to have "Delete contact and company" as an additional option.
This doesn't solve the issue raised by a few people commenting in this thread regarding contacts created by email CC (which is actually a different topic) but it would make monitoring and managing the Conversation Inbox easier.
We're new to HubSpot and just come across the same issue, with no way of stopping it from artifically inflating our number of contacts. Seems a bit unfair when we're charged on our number of contacts.
As our project management uses Conversations to centralize all their communication with our customers and users, and since these are not identical, HubSpot automatically creates contacts that we do not want in our CRM.
Sometimes a user of our SaaS solution is indeed a potential stakeholder and relevant for Marketing and Sales. But most other contacts that we send emails to (for example with login data and help), will not be contacted again.
So, ideally, HubSpot should ask us if a new contact should be created when an unknown email address is inserted in an email within Conversations.
If I chose to add a contact, then I should be asked to fill out the same data fields as I have to do when adding a new contact manually.
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I think this problem was fixed a long time ago ... check this screenshot out ... lol I would be looking at this thread and think "Are these guys serious?" If I was Hubspot lol .... but in our defense, the platform isnt too intuitive? lol jk 😛
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