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Prevent CC'd email addresses from being created as contacts

I'm not sure whether others find this as frustrating (or even know that it happens!) but we regularly find in our own portal and with clients that if you send a sales email using the Outlook or Gmail integration, 'log to CRM' and CC someone who is not a contact in HubSpot, they get created as a contact without you knowing.

 

I assume this is part of an automatic feature which would help you out in a situation where you're emailing a contact who doesn't exist in HubSpot.

 

My issue is that this is not good when you have CC'd an external supplier / partner or even other members of your clients team who need to be involved on a CC loop but are not a contact. Your client may have even emailed a group of people on a subject and you are simply replying.

 

Why is that an issue?

A) the number of contacts rises (and could impact your paid contact tiers) and there is no notification of which contacts have been added by accident this way - we have had to create a very confusing list to filter these people but I still worry some get missed.

B) They are automatically also in the marketing side of HubSpot, which is generally a good feature, but in this case difficult to manage.

 

With GDPR coming into effect soon I hope this is a feature which can be looked at to stop this happening or even to provide a manual check (even a tick box to say 'add these new contacts to the CRM?' so that there is a prompt to then go and mark them as not opted in).

HubSpot updates
63 Comentarios
NanZ
Nuevo colaborador

There could be a somewhat simple solution. Since most companies who use a system such as Hubspot would have social media gurus on board who are quite savvy about the use and power of social media, why not just take that route instead of here. Plus, bringing it to the attention of the GDPR instead of here, plus to the attention of industry editors, etc.  Amateurs (those who are not professional social media marketers) out there are getting powerful companies to stop using conflict materials (toxic or causing environmental harm or endangering species) I'm sure professional social media marketers can get this done. 

 

But first, there's this - turning on GDPR functionality in our accounts. Maybe this addresses it already. Need a savvier user than I to determine if this addresses the issue.

https://knowledge.hubspot.com/account/how-do-i-turn-on-gdpr-functionality-in-my-hubspot-account

Sheldonxz
Nuevo colaborador

Is this issue still not resolved? It is causing lots of issues in terms of tracking the conversion rate on the marketing side, as additional contacts created are messing up the actual contacts (leads) count.

CBader
Nuevo colaborador

I am upvoting this idea, with this twist: We want to be able to turn OFF the auto-creation of new contacts to prevent clutter in the CRM. We need to be able to log the email activity with our existing sales leads, without adding "noise" to the database for every co-worker, supplier, shipping agency, etc. that gets included on an email string. All the new, unwanted contacts added to the CRM make it hard to track the ones we NEED to track.

 

HubSpot product management team, this is a very important feature for sales teams. Thanks.