Sync HubSpot email with Outlook

[MChanning]

We have the HubSpot Free subscription.

We have synchronized HubSpot Mail with Outlook Mail and installed the HubSpot Sales Tools add-in into Outlook.

I have made a career out of asking stupid questions, and so I am not going to stop now.

Could someone please tell me:

• Where does our HubSpot Admin person add the email domains of emails we DO NOT want recording in HubSpot – for example, we do not want to record internal emails, because some may be confidential. Similarly, our finance team will not want their emails to our bank recorded in HubSpot.
• Down the left-hand side of the COMPANY RECORD is the ‘Type’ field. Where will our admin person be able to add to options to the ‘Type’ drop down list please?
• Similar to the above, the options in the drop-down list in the ‘Industry’ field is far too granular for our business. Can we remove some of the options OR can we replace the default list with a list which is more meaningful for us please?

Many thanks

Mike  

[Phil_Vallender · Accepted solution]

Hi @MChanning 

1. The answer to your first question depends on if you are talking about a personal mailbox connected to the CRM by an individual user or about a team email address connected to the HubSpot inbox. 

If its a personal mailbox in question, your admin can add email domains to the Never Log list: Exclude recipients from CRM email logging

If its a team email, your admin can configure the allow and deny list: Manage the allow and deny list in the conversations inbox

Individidual users, however, have control over which conversations are logged to the CRM and which are not. If it is even possible to exclude your own domain (I haven't tested it) I'd advise against blanket exluding emails as it will dramtically resduce the value of the timelines you have in HubSpot records and the threds in the conversations tool. Other irrelevant domains should be fine to exclude.

2. Your admin can edit the options within the Company Type propery in your portal settings, see: Edit an existing property

3. Industy has limited editiabiltiy becuase of the way HuBSpot uses it. Documentation states "the type of business the company performs. By default, this property has approximately 150 pre-defined options to select from. These options cannot be deleted, as they are used by HubSpot Insights, but you can add new custom options to meet your needs."

So you can add values, or create your own version of this property to meet your specific requirements. 

Hope this helps?

[MChanning]

Hello Phile,

Thank you so much for your very speedy reply.

I will check out your responses and review them with my colleagues.

Many thanks

Mike