Tips, Tricks & Best Practices

KBlack2
Member

Managing emails that go into HubSpot

SOLVE

Hi,

I'm really new to Hubspot and still trying out the free CRM to see if I can figure it out. 

 

I installed the gmail plug in, but every email is syncing including email that should not be viewed by other people in my company. How can I best control what emails get synced? I still want the contact in hubspot but not every email.

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Managing emails that go into HubSpot

SOLVE

Hi @KBlack2,

 

Are you referring to the Chrome extension? If so, this article has instructions on how you can configure logging and tracking: https://knowledge.hubspot.com/email-tracking/customize-your-hubspot-sales-chrome-extension-default-c...

 

You can also decide for each email whether you want to track it or not: https://knowledge.hubspot.com/email-tracking/track-and-log-emails-with-the-hubspot-sales-chrome-exte...

 

Lastly, you can also exclude recipients from logging: https://knowledge.hubspot.com/settings/add-emails-and-domains-to-the-never-log-list

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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1 Reply 1
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Managing emails that go into HubSpot

SOLVE

Hi @KBlack2,

 

Are you referring to the Chrome extension? If so, this article has instructions on how you can configure logging and tracking: https://knowledge.hubspot.com/email-tracking/customize-your-hubspot-sales-chrome-extension-default-c...

 

You can also decide for each email whether you want to track it or not: https://knowledge.hubspot.com/email-tracking/track-and-log-emails-with-the-hubspot-sales-chrome-exte...

 

Lastly, you can also exclude recipients from logging: https://knowledge.hubspot.com/settings/add-emails-and-domains-to-the-never-log-list

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.