Outlook Sales Extension

jameshadley
Participante

Log emails but not create contacts

resolver

Hello,

 

Apologies if this has been answered or is deemed odd....

 

I wish to send my emails from Outlook rather than within the Hubspot portal; I have the requisite addins in place and all works fine.

 

I want to log emails sent to prospects and customers but do not wish to create a contact record for every new email receipient. This is because I also email suppliers, contractors and personal contacts and do not want a CRM contact record automatically created for them.

 

How can I log emails to existing contacts only? Obviously I would then have to manually create contact records where I did want to log the mails but this is fine.

 

Thansk in anticipation.....

 

James

1 Soluciones aceptada
jennysowyrda
Solución
Administrador de la comunidad
Administrador de la comunidad

Log emails but not create contacts

resolver

Hi @jameshadley,

 

I would recommend upvoting this idea if you'd like to see this implemented in the future.

 

Thank you,
Jenny

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4 Respuestas 4
micahfunspot
Participante

Log emails but not create contacts

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100% agree this is needed.   Should be a simple setting to automatically create new contacts - ON / OFF.  If you are using the Outlook Extension the contact preview sections provides an option to create the contact in Hub Spot when you enter their email address in a new message.  If you don't create the contact and the "auto create new contacts" option is disabled then HubSpot ignores the email / contact.


Unfortunately HubSpot charges based on number of contacts in system so they are incentivised to create as many contacts as possible.  This makes new users like ourselves second guess the decision of choosing HubSpot.

ThreadsHelp2018
Colaborador líder

Log emails but not create contacts

resolver

Hi James,

 

This article should help. 

 

Best 

0 Me gusta
jameshadley
Participante

Log emails but not create contacts

resolver

Hey - great!

 

A little shameless self promotion goes a long way.....

 

Your solution costs more than a subscription to Hubspot in the first place?

jennysowyrda
Solución
Administrador de la comunidad
Administrador de la comunidad

Log emails but not create contacts

resolver

Hi @jameshadley,

 

I would recommend upvoting this idea if you'd like to see this implemented in the future.

 

Thank you,
Jenny