Only log emails to EXISTING CRM contacts!!

WhoOrderedRice

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

 

 

 

 

HubSpot updates
Status updated to: Delivered
Jan 25, 2021

Hello,

 

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: 
https://knowledge.hubspot.com/email-tracking/track-and-log-emails-with-the-hubspot-sales-chrome-extension

https://knowledge.hubspot.com/email-tracking/customize-your-hubspot-sales-chrome-extension-default-configuration-options#extension

 

Let m know if there are any other ongoing questions and feel free to reach me at flora@hubspot.com

 

Best,

Flora

Status updated to: In Beta
Jul 13, 2020

Hi everyone,

 

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. 

 

image.png

 

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

 

Best,

Flora

Status updated to: Being Reviewed
May 7, 2020

Hi everyone,


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. 


Best,
Flora

196 Replies
mbi-admin
Participant

Not one response... wow...

 

I was appalled to discover that HubSpot doesn't even understand the concept of Security Groups, and that their 'Team' feature allows for a User to be a member of only one Team.

hddruiter
Participant

Is there noone else having problems with this?

chrisbrisson
Member

Hey @krispag , Chris here from Salesmsg. We're the two-way texting software that integrates with HubSpot and we do post over the activity timeline for when a text is send and received.

 

If you're looking for a HubSpot SMS solution, we can help.

ebaynaud
Participant

That is exactly what I would like to do. Currently, you can use external services like Zapier or Integromat to do so.

dansheppard93
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. 

mrspabs
Top Contributor | Platinum Partner

Hi. I would like to second this. If a user gets added to our database via the chat bot, it leaves "first conversion" blank. It really should automatically fill in the name of the chatbot as the first conversion point.

360Legal
Participant

Would love to see the Sales email editor replaced with the Marketing email editor!  Or just be able to use the marking emails as templates for sales and sequences...

SimonS
Top Contributor | Platinum Partner

I agree. Better: make it visible that someone is editting a page, mail or blog. Better yet: make it possible to have multiple people edit at the same time. Just like in Google Docs...

marissa321
Member

Hi all, 

I'm struggling with the same issues here. My marketing strategy relies on contact segmentation, and that isn't working properly when so many of the contacts generated from Outlook don't have the necessary fields I need populated for segmentation.

 

I've created a list of contacts that have the property "Original source drill-down 2" set as "email_integration" and that seems to have at least separated these contacts into a list that I can supress. Hope this helps for others. 

Anonymous
Not applicable

I'd like to remind everyone that this issue was submitted two years ago. Take some time today to make clear to your Hubspot representative how important it is. Hubspot does not read these comments. 

 

GDPR and CCPA have made the liability of using email integration too risky without this feature.

jj12stars
Contributor

This would make my life so much easier. Please, Hubspot!

dcoburn
Member

All,

 

I've been in direct contact with Hubspot support to see if we can further progress this idea of adding the option to ONLY ADD EMAILS FOR CLIENTS THAT ALREADY EXIST IN THE DATABASE.

 

I've convinced them to combined several similar 'ideas' into one so that all the upvotes and feedback are on (1) idea thread.  This is a serious limitation of Hubspot that if you enable automatic email logging, it will create new contacts EVERYTIME there's an email and no existing contact in the CRM.  This will absolutely clog your Hubspot with countless meaningless contacts.

 

Please upvote and post your comments and suggestions for this.

 

Thanks,

Don

Anonymous
Not applicable

Don't get your hopes up. This idea has been open for years. You will need to actively campaign your representative. Let them know that you CANNOT use Hubspot for Sales because it violates California and European Law. Our current work-around is to use a competitive product that has this ability (they all do) and then sync contacts with Hubspot. We tried automated scripts, manual deletions and even got a Hubspot programmer involved. Nope. It is up to you to demand it from Hubspot. Submitting things here does no good. 

basingsteve
Member

Having just migrated to HubSpot from Salesforce, I'm amazed that it doesn't already work this way. Why would anyone want every email contact in their CRM, especially in these GDPR days?!!

DylanPress
Member

BasingSteve

 

While you are in the honeymoon period with Hubspot, can you do everyone on this chain a favor and tell Hubspot that this is a REQUIREMENT and you will stay with Salesforce? We ended up having to use Hubspot for marketing AND Salesforce for sales which is its own nightmare. It has been 2 years since this request and Hubspot does not seem to be a member of this community. They don't seem to be aware of GDPR or CCPA. 

Dwd1
Member

This is very important to me.

Dwd1
Member

We need this

martijndekuijpe
Member

+1, I really don't understand that this hasn't been implemented yet 😱

Status updated to: Being Reviewed
Flora
HubSpot Product Team

Hi everyone,


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. 


Best,
Flora

dcoburn
Member

Flora,

 

Thank you very much for responding to this thread and updating us all on this highly needed capability.  The functionality needed is quite simple and best said by the original poster on this thread:

 

PLEASE can you make an option, that only LOGS Emails to existing CRM contacts. 

 

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 does not seem to be difficult functionality to add.

 

Please update us all on the status of adding this to Hubspot.

 

Thanks very much,

Don