Only log emails to EXISTING CRM contacts!!

We have the outlook sidekick plugin on our email accounts, which logs emails and gives you a nice sidebar for more contact details. - Which is great for our actual customer contacts.

 

However, this plugin is currently adding absolutely everyone to our CRM automatically, so I've got a list of emails with no other data, and some contacts are irrelevant and not necessary for our CRM. 

 

PLEASE can you make an option, that only LOGS Emails to existing CRM contacts. And if a contact is not in the CRM, it should pop up and say - "This contact is not in CRM do you what to add this contact" Y/N.

 

This way - I won't end up having a list as long as my arm, of half filled out contacts from my team. 🙂 

 

Thank you

Please

 

Natalie

 

 

 

 

184 Replies
Occasional Contributor

A Calendar View of Deal Close Dates (with total amount for month).

Ability to cycle through a calendar month-by-month to see Close Dates (e.g. how does June look) with total of Deal Amounts for the month on the title. Useful for quick look-ahead on pipeline.

Regular Contributor

Hubspot CRM has all these stats so it would be great if there was a module in the CRM for each Contact with a recommended best day of the week or month and time of day to send an email or call a contact.

New Member

On the Android app, we need all Marketing tools accessible. We need to be able to reach out to potential customers, schedule social media posts and retweet if needed. We would also like to manage and create blogs for the app as well.

 

We've attempted to use the re-tweet feature on the iPhone app but continue to receive errors. 

New Member

Just like you click F11 to remove the browser, I would like to do the same on the "Deals" page to be able to remove the top and left side menu and only show all the swimlanes on my Deals board. It will make a great dashboard for the entire sales team to look at.

Occasional Contributor

Would be great (and is CRM 101) if we had the ability to mandate that at least one 'contact' be listed on a deal/opportunity.     Not sure why this isn't part of the mandatory field functionality!!

New Member

I set up an email workflow a few weeks ago, and wanted to create an A/B test after the fact. It looks like once the workflow is live with teh emails, you can't add an A/B test - would be nice to have!

New Member

It would be useful if I had the option to display the dates of deals in my pipeline within HubSpot's Calendar. If I have a deal running from September 15th-20th and another deal running from the 23rd-28th, I want to be able to go into HubSpot's Calendar, see those deals over those dates, and be able to click on the deal and view information about that deal.

Occasional Contributor

Our sales reps often receive emails in their Outlook that they want to log in Hubspot and/or continue the conversation in Hubspot instead of Outlook.  I know that they're supposed to be able to check the "Log in CRM" checkbox in the Outlook plugin, but currently the plugin is unusable due to performance issues.

 

What if every Company, Contact, and Deal had a unique identifier that could be blind carbon copied on an email?  When Hubspot see's this, it automatically adds that email chain to the appropriate Company, Contact, or Deal as an email, and the conversation can then be continued in Hubspot.

 

 

Esteemed Contributor

the persona report on the marketing dashboard shows you the number for each persona, but you can't click on it to see who the contacts are. The only way is to setup a view, but that is really annoying...other reports on Sales Dashboard are interactive, would be nice if this one was, too. Also, if persona is the foundation for the buyer journey, they need more prominent placement in the system - you shouldn't have to go through the dashboard to edit, they should be in the navigation and they should be much easier to use, manage and update.

Occasional Contributor

When you start a sequence, it is going to send the emails at the same time of day. (if you select 1 day, it will send in 24 hours, 2 days 48 hours, etc.)

 

If I send a sequence at 11:00 PM, every subsequent email will be sent at night, and the potential client would wonder why i'm doing all of my work at night.


Hubspot of all companies would know that sending emails at different times of days increases engagement. 

 

Maybe you could select a 'randomize' option or just be able to select times  of day to send these emails. 

Esteemed Contributor

I can't find any functionality on the iPhone app for social publishing. The marketing tab shows very basic email information only. What am I missing?

Anonymous

The current Gmail integration is insufficient because:

1. It requires a manual effort by salespeople to 'log' each and every email. (Unreliable.)

2. Requires the salesperson to manually bcc when using a phone or desktop client. (Seldom done.)

 

A 100% effective solution can be accomplished using one of two methods:

1. IMAP integration that logs every email that matches a customer email address.

2. BCC integration that logs every email that matches a customer address (because Gmail has a compliance setting that can BCC every email to the hubspot address.)

 

Both of these methods require a single feature change to be effective: turning OFF the feature to 'create new contact' when an email address does not match an existing address. This will ignore personal emails and emails to non-customers. 

 

Occasional Contributor

 

Instead of having to filter out specific email from hubpot contacts that aren't replies to a previously sent email from me and forward it to [hubspotID]@forward.hubspot.com. I'd love it if hubspot was able to tell that there is a contact associated with that email address and log it for me.

 

We know Hubspot links the email to an existing contact as the chrome extension gives me this on the side:

Screen Shot 2018-01-10 at 2.18.40 PM.png

I think there should at least be a way to log in manually to the contact's activity from that side-window, but better yet, it should log automatically when it detects that the contact exists in hubspot. (But not when the contact doesn't exist, creating new contacts for each incoming messages would create noise in the CRM)

 

The same applies for meetings answers. Even if the meeting was created from hubspot, there's no way to know the answer unless I go and check in the calendar. I would be great if the meeting's answer was logged in Hubspot.

New Contributor

I cannot roll out HubSpot for Sales to many of my users because they accidently create new contacts.  Since the default for the Track and Log check boxes is what you last used, it is easy to forgot to uncheck them.    We need the option of turn off the auto create or at least get a warning message that states "you will be creating a new Contact in HubSpot". 

 

 

 

 

Regular Contributor

Just me? 

Anyone got any suggestions? 

HubSpot Product Team
HubSpot Product Team

If someone emails me a 1:1 Sales email (not a reply), I want that email to auto-forward into HubSpot. Currently, I am unable to do this using the current HubSpot FWD address. I should have the option to dictate a specific inbox that this would apply to, or to manually FWD an initial email into HubSpot CRM. 

 

 

Occasional Contributor

I would take this further: I want to be able to set a forwarder so that ANY email that comes inbound for my email address can be forwarded into Hubspot and either attached to the existing contact or a new contact created. This would allow me to do all my work within Hubspot -- both outbound and inbound emails -- with no manual forwards.

Top Contributor

Hi 

 

We provide a solution for this. Check out our blog post http://www.blog.threads.cloud/blog/2018/5/31/threads-integrates-email-into-hubspot or drop me a line at threads@jpy.com. 

 

We are also working on automatically adding phonecalls linked to customer contacts for calls made through a VoIP system if that would also be of use. Our technology has the ability not only to record the call but also provide a speech-to-text transcript which is great for reviewing customer calls when you don't have time to listen to the whole thing. 

New Contributor

It would be great to have the option to set limits on the number of deals that can be created per contact. If the deal limit is 1, then the user is notified when trying to create a second deal that the limit for that contact has been reached and that all additional notes/contact properties should be updated in the original deal.

Occasional Contributor

Yes! Ditto for gmail.

 

Log emails only to existing CRM contacts!!!

 

The way it works is dumb: either you have to remember to tick the log box every CRM email or default logging ON and all your private email goes into the CRM and creates new contacts: rather dodgy.