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mbi-admin
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Member since ‎Aug 22, 2019
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WhoOrderedRice on May 01, 2018
Only log emails to EXISTING CRM contacts!!
We have the outlook sidekick plugin on our email accounts, which logs emails and gives you a nice sidebar for more contact details. - Which is great for our actual customer contacts. However, this plugin is currently adding absolutely everyone read more
Reply Idea Connected Email Contacts & Companies Sales Email Extensions & Add-Ins
143 upvotes
198 Replies
mbi-admin
Participant
August 23, 2019
Not one response... wow... I was appalled to discover that HubSpot doesn't even understand the concept of Security Groups, and that their 'Team' ...read more
WhoOrderedRice on May 01, 2018
Only log emails to EXISTING CRM contacts!!
We have the outlook sidekick plugin on our email accounts, which logs emails and gives you a nice sidebar for more contact details. - Which is great for our actual customer contacts. However, this plugin is currently adding absolutely everyone read more
Reply Idea Connected Email Contacts & Companies Sales Email Extensions & Add-Ins
143 upvotes
198 Replies
mbi-admin
Participant
August 23, 2019
Not one response... wow... I was appalled to discover that HubSpot doesn't even understand the concept of Security Groups, and that their 'Team' ...read more
Anonymous on November 28, 2017
The option to turn off "create new contact" when BCC email does not match existing contact
We would like to turn OFF the option to create a new contact when a BCC email does not match an existing contact. Gmail has the option to BCC every email sent from our salespeople under the "complance" setting. This would have the effect of: 1. read more
Reply Idea Integrations Marketing Emails
47 upvotes
6 Replies
mbi-admin
Participant
August 22, 2019
Exactly - we have disabled 'Log to CRM' for now, and have told people to be sure to check the box when you want teh email logged and are sure the Con...read more
WhoOrderedRice on May 01, 2018
Only log emails to EXISTING CRM contacts!!
We have the outlook sidekick plugin on our email accounts, which logs emails and gives you a nice sidebar for more contact details. - Which is great for our actual customer contacts. However, this plugin is currently adding absolutely everyone read more
Reply Idea Connected Email Contacts & Companies Sales Email Extensions & Add-Ins
143 upvotes
198 Replies
mbi-admin
Participant
August 23, 2019
Not one response... wow... I was appalled to discover that HubSpot doesn't even understand the concept of Security Groups, and that their 'Team' ...read more
CoachAaronCCR on July 11, 2017
Sync property values between Contact, Company and Deal Records
Would love the ability from within at least the Sales side of things to automatically map/populate Deal Properties from a Contact's properties. We came over from Salesforce where this could be done in conversion, and this is definitely an area we mi read more
Reply Idea Contacts & Companies Deals Properties
1360 upvotes
198 Replies
mbi-admin
Participant
August 22, 2019
New to CRM in general, and HubSpot in particular (so, no prior experience with SF or others) - and just days into spinning things up, and I'm concern...read more
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