CRM - Shared Inbox
解決
1件の承認済みベストアンサー
CRM - Shared Inbox
解決Hi @alexagatiss,
Ah, entirely misunderstood what you meant. Thanks for providing more context.
This depends a bit on the industry, in some industries there simply aren't any alternatives to having contact records for shared email addresses. If you feel like this can be avoided, it's something you'd have to educate your sales team on who are likely creating the most of these contacts. In website forms, you could emphasize that personal business addresses should be used, not shared addresses.
Lastly, you can use workflows to notify owners of these contact records to try and get an email address belonging to person and update the record.
But as you already noticed, it's almost impossible to avoid this entirely. You can educate, you can put mechanisms in place to limit but with various contact create channels it's tough to avoid this phenomenon entirely.
Hope this helps!
| Karsten Köhler |
 | Did my post help answer your query? Help the community by marking it as a solution. |
CRM - Shared Inbox
解決CRM - Shared Inbox
解決Hi @alexagatiss,
There is not, no. Whoever logs an email would have to keep this in mind, that's the training part I was referring to.
Simply not logging would probably not be an alternative however, would it? You would still want to have that sales touchpoint logged – only that it would be better if it wasn't a shared inbox.
Theoretically you could set up a workflow that automatically removes these contact records. I wouldn't do that however, I would still want to have the information the sales team documented here and rather work on processes that help replacing these shared email addresses with personal email addresses.
Best regards!
| Karsten Köhler |
| Did my post help answer your query? Help the community by marking it as a solution. |
CRM - Shared Inbox
解決Hi @alexagatiss,
If these are personal email addresses, they shouldn't be connected as conversation inbox team email addresses. Instead, they should be connected as personal email accounts: https://knowledge.hubspot.com/email-tracking/connect-your-inbox-to-hubspot
For anything that's a shared inbox, if you want to clean up, you could set up auto-forwarding but that might cause more problems than it helps.
Can you explain again why these are both connected but you don't need them?
Best regards!
| Karsten Köhler |
| Did my post help answer your query? Help the community by marking it as a solution. |
CRM - Shared Inbox
解決CRM - Shared Inbox
解決Hi @alexagatiss,
Ah, entirely misunderstood what you meant. Thanks for providing more context.
This depends a bit on the industry, in some industries there simply aren't any alternatives to having contact records for shared email addresses. If you feel like this can be avoided, it's something you'd have to educate your sales team on who are likely creating the most of these contacts. In website forms, you could emphasize that personal business addresses should be used, not shared addresses.
Lastly, you can use workflows to notify owners of these contact records to try and get an email address belonging to person and update the record.
But as you already noticed, it's almost impossible to avoid this entirely. You can educate, you can put mechanisms in place to limit but with various contact create channels it's tough to avoid this phenomenon entirely.
Hope this helps!
| Karsten Köhler |
| Did my post help answer your query? Help the community by marking it as a solution. |
