I'm using the Gmail integration and love all the features EXCEPT the one that automatically creates a new contact within HubSpot CRM everytime I send an email to anyone not yet in the CRM from my Gmail account.
Is there a way to switch off just this one feature without losing any of the other integrations. All I have tried so far is unticking the 'Log In CRM' check box in the email compser window.
Any other ideas?
Thanks in advance!
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
Thanks for reaching out- my email is firstname.lastname@example.org, in your first message it was misspelled.
Reachout with your HubID and I will add you to the beta. This beta has been implemented within the past year so the fucntionality will have changed from then. The setting for "New Contacts" can be found in the settings after the beta is ungated- orange sprocket circle in the top bar of Gmail. Looking forward to your email and let me know how else I can help.
For shared Team Inboxes, we have filters (https://knowledge.hubspot.com/conversations/set-up-email-filters-in-your-conversations-inbox) to help catch these emails and filtered emails will not create new contacts. Let me know if this helps and I have passed this feedback to the team that works on Conversations.
My name is Flora Wang and I am the Product Manager for the Chrome Extension at HubSpot.
I wanted to clarfiy a couple of different topics discussed on the thread so far.
1) Incoming emails are not automatically logged into HubSpot unless the inbox is connected to a shared inbox. (More info here https://knowledge.hubspot.com/conversations/create-a-conversations-inbox#connect-a-team-email-channel in the "Connect a team email channel" section.)
2) We want to help users log the right information into the CRM and the intention is not to drive up the cost of HubSpot- I understand if we have not executed this well in the past and we are trying to improve upon this.
3) We have implemented a setting to allow you to refine which objects should be associated when you are logging an email. This is in beta and please email me at email@example.com if you would like to be included in the beta!
When "New Contacts" is de-selected, new contacts will not be created in the CRM when you are responding to emails with new contacts in the thread. You can still select other associations with this new feature, the setting is for a default.
Please let me know if this helps clarify and I am always happy to chat and get feedback! Send me an email at firstname.lastname@example.org and let's set up some time.
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