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. Smiley Happy 

 

Thank you

Please

 

Natalie

 

 

 

 

HubSpot updates
20 Replies
jackgen12
New Contributor

OK so I feel like I've been reading these forums for a bit too long, but isn't this a fix? 

Hubspot Academy link here.

 

'Never log' settings (connected inbox)

If your inbox is connected, you can specify email addresses and domains to never log emails for:

  • Click Log and track settings.
  • On the Never log screen, in the text field, enter an email address or a domain you do not wish to log emails for and click Add
  • You can continue to add additional email addresses or email domains to the field one at a time, clicking Add after each addition.
  • When you send an email to a recipient with the email address or email domain that's on your Never log list, the email will not log in HubSpot. You can also specify never log emails and domains from your HubSpot account settings.

 

Set log and track defaults (connected inbox)

With a connected inbox, you can set log and track defaults under your extension settings.  

  • Click the sprocket icon, then select Log and track settings
  • Click to toggle the Log email and Track email switches on if you want your emails to be logged and tracked by default. If you would rather manually select the boxes for logging and tracking each time you send an email, then leave these switches off.
jameshadley
Occasional Contributor

Hello,

 

Well - no, not really.

 

This requires you to add email addresses to the never log list before sending your email. 

 

I have three accounts in Outlook but only want to track one with HubSpot. So this  method requires me to physicallly add addresses to a list for around 70% of outbound messages before sending or conversely repeatedly toggle the track / log buttons on and off. 

 

Okay once added to the list the address is there for good - but unless you can recall every address ever added to the list then you’d still have to check to be sure wouldn’t you?

 

This method does work but is completely impractical in everyday use.

Matthew_Melay
New Contributor

Yes please.

NB2004
Occasional Contributor

This is needed! 

Sallen1
Occasional Contributor

+1. This is hugely important, as I rely on the database to automatically ingest my emails with their corresponding contacts. 

On the other hands, I would MUCH rather not have to go through regularly and de-dupe contacts that haven't had their emails updated. In one sense it does help keep my information up to date, but I'd *MUCH* rather be able to opt out of creating new contacts for email addresses that don't match up while *still* logging emials to existing contacts. 

jaydenvecchio
New Contributor

It is crazy this is not a thing!!! Please implement we have so many pointless contacts 

avanan
Regular Contributor

Once you have submitted your support for this idea, please submit a BUG REPORT. This is no longer considered a 'nice to have feature request', but a BROKEN system that makes it unusable and illegal in a GDPR world. If you are adding email addresses that are not already in your Hubspot account, you are opting people into a marketing database without their consent. 

ThomasU
Visitor

I agree with some of the commentators here - this isn't really a 'nice to have' - it seems more like a bug. The problem is that the plugin is putting huge numbers of irrelevant contacts in to our CRMs, and Hubspot charges you per contact over a certain number. Other automation platforms charge you in more intuitive ways - e.g. by number of emails sent or some other metric that actually considers which contacts are 'marketing active' and which are just 'contacts'. Personally, although we don't use it, i feel that the Slack model of charging by activity is nearer to what Hubspot should be doing to stand itself apart from the competition.

 

I thought the whole reasoning behind Hubspot charging per contact, regardless of whether the contact is 'active', or not, was that we were being encouraged to keep really succinct and cleanly tagged lists of engaged contacts. The fact that this bug exists in the plugin seems to undermine that - Hubspot is bascially saying 'track everyone you email' unless you remember to swithch the button off everytime! And then very conveniently, Hubspot charges you for those contacts that are getting added!

 

My feeling is that we will need to refuse to pay the extra amount chargeble on our bill that is there as a result of our having gone over the contact thresholds. This bug makes is more difficult to automate certain aspects of our contact maintenance - as one poster mentioned above, they're having to pay an external person to sort this out for them.

 

I really understand that the Hubspot team have 1000s of feature requests and bugs to deal with, and i also understand that ultimately the plugin is an extra that has been added in to the suite of inclusions to improve a product that we would have bought even if it didn't include that plugin. However i feel that if you add a product feature that is inconsistent with something as core as your pricing/ commercial model, then this is a 'bug' just the same as a technology bug. Arguably it is more severe because it relates directly to something we're being asked to pay extra for.

 

So either you switch off the plugin altogether and take the gamble that people won't start moving to other automation platforms that offer this type off functionality bug-free OR you fix it quickly and leave the plugin on because you think it is important.

 

Thanks for reading.

 

 

 

 

mbi-admin
Occasional Contributor

I have to admit... I'm starting to feel like we made a mistake choosing HubSpot.

 

The most serious concern I have with regard to this particular request is that the fix is (or should be) extremely simple.

 

The hard part - determining whether the Contact already exists - is already there. All that is needed is one additional option to - instead of 'Create new Contact', just 'Discard Email'.

 

The lack of this feature, and the inability to natively and easily copy/sync fields (properties) between the different modules, has me seriously doubting the viability of continuing spinnging this relationship up.

 

I'm very close to recommending we cancel our contract for cause (lack of featureset), and going with Salesforce.

dansheppard93
New Member

YES!!!!! I can't believe this isnt an option. I spent hours getting the CRM set up with all my clients, and then I came back and had hundreds of new contacts in my CRM for every email I get. And I get tons of emails. Most of which are not from clients. It makes the email logging completely obselete for me. I have to either do it manually by checking the log box every time it actually is a customer (which is what I do, but I miss emails) or have hundreds of new contacts created that I dont want.