HubSpot Ideas

DB4000

Email Logging - Option to override the standard destination record

Whilst the email logging feature is great, there seems to be a large gap in what it can do - which leaves an opportunity which would greatly streamline operations, which we've done before with Sales Force.

 

When logging untracked emails received from external sources for 'reference' into the CRM - using the Sales Extension/365 add-in, it would be great to have the option to select the record it goes into using this tool. (https://knowledge.hubspot.com/connected-email/log-your-sent-emails-to-the-crm)

 

For example, when an email comes from an untracked/blocked tracking domain (for information security purposes), like a leasing company, but has select emails that are customer-specific (like if a customer has terminated their contract) that is relevant to have in a customer company CRM record - currently if that email was tracked by the Sales Extension, it would all sit under the leasing company record - not the customer record as it needs to.

 

The only current way around this that we have found is manually going into a customer company record and using the 'Log Email' button - however, this is time-consuming and less streamlined.

 

We'd love to see this suggestion to streamline the process.

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