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Option to set email to private and not log it

Hi, it would be great to specify the privacy setting for emails or contacts that will be logged in the CRM. As some conversations & emails have to be confidential, it would be great to have a setting that tells Hubspot which emails to log and which not to log. For that, a "blacklist" of sorts could be a solution where all the companies & contacts are listed from which conversations should not be logged. Another way to do this would be to define a short code which can be added to the email in order to make it private, and thus not logged.

I would greatly appreciate it if you could implement a similar feature.

Thank you! Emoticono feliz

All the best,
Sebastian

 

HubSpot updates
Option to set email to private and not log itEquipo de producto de HubSpot
changed to: Delivered
03-13-2019

Hi everyone, 

 

We have a feature available within the CRM and within our Sales extensions called the Never Log list. You can add individual email addresses and/or domains to the list to prevent emails sent to those addresses from logging (and thus from creating contacts).  We apologize for not updating this thread sooner!

 

Here is a link to our knowledge base article detailing the steps to set this up! 

 

Best,

Caitlin

26 Comentarios
StephanyWHP
Colaborador habitual

It would be extremely helpful for our company if we had the option to opt specific email domains out from CRM logging. We utilize multiple programs internally which involve sending and receiving emails (Asana, ProofMe, etc.) and all of those get automatically logged in the CRM as leads. This makes it hard to effectively track email rates with the reporting tools since a certain percentage are not actually based on client outreach.

 

I know a workaround is to just remember to uncheck Log in CRM each time, but it would be much simpler to opt those domains out altogether.

 

Clearly this functionality exists in the software, as your own company's domain does not get logged and you can also opt certain domains out of automatic contact association. Hopefully this can be implemented in the future!

samuelb
Colaborador ocasional

HubSpot support have said they do not plan to develop this feature for "quite some time" as they believe the functionality is working as it should. I have asked many times.

Alexaustin
Colaborador ocasional

I agree, I'd like to be able to automatically select addresses which are the permanently excluded from logging to my contacts - such as personal friends or non-work related emails.

 

Thanks,

 

Alex.

DougAlder
Colaborador ocasional

Absolutely need this.  We use Hubspot to manage multiple companies and we need confidential emails sent from one domain to another domain to absoilutely not be logged or tracked - the the Sales extension 'Log in CRM'  tool function is at the individual level and can not be set globally by a super admin, but even that would not be sufficient - certain executives, for very valid reasons, do not want any of their email logged or tracked no matter who they send it to. 

jveler_ecrs
Colaborador habitual

This excerpted from a discussion on this topic:

https://community.hubspot.com/t5/Gmail-Sales-Extension/Stop-contacts-being-added-automatically-after...

 

This is an option that could be added to the Sales settings page where you can retrieve the logging email address used by HubSpot for your particular hub. Why not just have a checkbox that says "create new contacts when they do not exist"? It would be a simple user interface addition AND the logic code in the logging process should be as simple as "if the checkbox is unchecked, then skip the code that adds the contact". Similarly, the code could be added on an individual email basis where you choose to log it or not. 

 

Is there a specific reason why we do not want to just uncheck the Log in CRM box on an email to prevent these contacts from being created? Yes, many:

 

a) we do not always remember to uncheck the logging / tracking boxes with every email and by default the behavior to turn it on and turn it off with each email sent is very cumbersome.

 

b) a lot of emails we send go to a "contact" we have in hubspot for a company which we DO want to log. However, we may need to CC vendors or support personal in that same email. Those additional CCs do not need to be put in there at all and the option would allow them to be skipped. 

 

There are many other situations I can think of where this is the case. My last post in the community thread details further.

 

Please add this to your list of planned enhancements to the Hubspot platform

seanifactory
Nuevo miembro

I need this and am disappointed we cant get it. It needs to be a feature that is added. 

 

Its seems very easy to me. Just like we can register IP's; we should be able to register either domains, or unique email addresses that will never be tracked or created in our contacts. 

drose
Nuevo colaborador

The ability to "blacklist" certain email domains to prevent the system from automatically creating contacts in the CRM is an absolute MUST HAVE right now for our business. We constantly email several contacts and companies that should not be logged and tracked as leads. It's a huge frustration for us with Hubspot's CRM.

 

This seams like a relatively easy fix from a software perspecitve. I hope adding this feature is a priority.

 

 

BigeMe
Nuevo colaborador

CRITICAL control...!!

Elmergringo
Nuevo colaborador

The idea of a "blacklist" to help our growing business manage unqualified leads/contacts is a no-brainer. Please allocate the resources to this task so we can continue to grow our business and manage our database with minimal headaches!

amandabrunish
Colaborador habitual

This is a major problem, causing a lot of extra work in both our CRM and HubSpot in an attempt to clean up.  We simply want to be able to log emails in HubSpot but NOT have any individuals CCed on the actual email automatically be created into a Contact.  Blocking domains is not enough when you are dealing with thousands of domains.  

 

This seems to have been an ongoing request from users for sometime.  Could someone at HubSpot at least comment as to whether there are plans to address this?


Thank you for your consideration!