Tips, Tricks & Best Practices

alexagatiss
Contributeur

Separating personal contacts after automatically logged to HubSpot

Résolue

What sorts of effective solutions have people found for marking some HubSpot contacts as "personal"? Since a lot of reps have their emails automatically logging to HubSpot, and sometimes send personal emails from their work email, how can I keep them separate?

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franksteiner79
Solution
Conseiller clé

Separating personal contacts after automatically logged to HubSpot

Résolue

Hi @alexagatiss 

 

My recommendation here is to make use of HubSpot's "never log feature".

This allows allows individual users and admins to set either specific emails or whole domains (i.e. your own company domain so internal emails aren't logged) which are excluded from logging.

 

The benefit is that this prevents these contracts from being created and emails being logged against them, and tackles the problem at source.

 

I hope that helps.

Frank

 

Found my comment helpful? Great! Please mark it as a solution to help other community users.


Frank Steiner

Marketeer | HubSpot Expert | CRM Consultant

InboundPro

Let's Talk About Your Project

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1 Réponse
franksteiner79
Solution
Conseiller clé

Separating personal contacts after automatically logged to HubSpot

Résolue

Hi @alexagatiss 

 

My recommendation here is to make use of HubSpot's "never log feature".

This allows allows individual users and admins to set either specific emails or whole domains (i.e. your own company domain so internal emails aren't logged) which are excluded from logging.

 

The benefit is that this prevents these contracts from being created and emails being logged against them, and tackles the problem at source.

 

I hope that helps.

Frank

 

Found my comment helpful? Great! Please mark it as a solution to help other community users.


Frank Steiner

Marketeer | HubSpot Expert | CRM Consultant

InboundPro

Let's Talk About Your Project