We have heard from many of our customers about the need to improve the accuracy of email tracking to better account for multiple recipients and self-open notifications.
We are currently investigating solutions for this issue.
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).
Need an option to limit the email logging to a specific deal associated to a contact rather than all deals. When you have an account where you do multiple deals every email associate to the domain goes into every single deal.
Another aspect of this through parent-child relationships and allowing deals to be associated with one child so that the email can be logged appropriately.
Is there any way to get an email notification when a contact opens a sales email? I can get an email notification one time, but if the client goes back too read/click on an email again, I cannot get an email notifcation. This would be very helpful in determinng what is resonating with a contact or what they find helpful. If someone has a solution, please share! Thank you!
Right now you can only use shortcuts for Snippets when drafting emails within the HubSpot CRM (typing in # with the name of your shortcut to insert it directly into an email, rather than having to click on "Snippets" and find it in the popup). It would be a total game changer if we could use these shortcuts in Outlook and Gmail!
We want to have the ability to log our incoming emails to deals (and other records), directly from Outlook. Ideally, we'd like to have an "associate with records" option available for all incoming/ outgoing emails, on the contact information side panel (pictured below).