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 everyone for your help and feedback during the product development process.
This functionality is now live to all Chrome Extension users and we have documentation on this here:
Let m know if there are any other ongoing questions and feel free to reach me at email@example.com
Flora here again! I hope everyone is as well as they can be. We have implemented a setting to allow you to refine which objects should be associated when you are logging an email.
If you are intrested in being in the beta for this, please fill out this form.
In addition, I'd love to chat with any users about their experience around this- feel free to book here.
I'm Flora, the Product Manager for HubSpot's Sales Extensions.
Thank you all for taking the time to submit, upvote, and comment on this Idea- I know this has been persisting for awhile. We hear you loud and clear, and we agree that this functionality is important.
We are currently evaluating what the best solution to this issue is and we will update this thread. We've recently released a beta for email association which gives users better control of which record an email logs onto as well as a setting that allows you to disable deal association. If you are interested in this beta, please fill out this form here: https://forms.gle/sk196WJ8iFiEBwaw8
In the meantime, we are evaluating a more comprehensive solution to making log more consistent.
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