Emailing new contact from Outlook

[JSD_CA]

Hi all,

We are facing the continuous battle of keeping data clean and up to date, with all mandatory fields populated to support marketing campaigns. For ease of emailing a client, all Sales and CS staff have the HS Outlook plugin.

Can the HS Outlook plugin enforce that required fields are populated before emails are sent to any newly added contacts that are not yet in HS?

Cheers,

[karstenkoehler · Accepted solution]

Hi @JSD_CA,

No, this is unfortunatley not possible. Typically, you could request these features in the HubSpot Ideas section of the community but... https://knowledge.hubspot.com/connected-email/get-started-with-the-outlook-desktop-add-in

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Please note: due to the significant changes introduced by Microsoft as part of the new Outlook for Windows, HubSpot will no longer actively develop or improve the HubSpot Sales Outlook desktop add-in. While the HubSpot Sales Outlook desktop add-in is still available in the old Outlook for Windows and will continue to be supported, it's highly recommended that you activate the HubSpot Sales web add-in instead. If you're using the Outlook desktop add-in, the HubSpot Sales web add-in will automatically be installed if you switch to the new Outlook for Windows. Learn more in this HubSpot Community post.

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What I recommend you do is create a filtered view by original source (original source drill-down 1 = extension) and contact owner (filter dynamically by "Me") and share this with your reps. The columns of this view would be your required properties. https://knowledge.hubspot.com/records/view-and-filter-records

If you set up the filters so that only contacts are displayed where one of the required properties is missing, it'll only show contacts that are yet to be "cleaned up" and reps can consider it a to do list.

Best regards