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HubSpot Log and Track Settings: How to Keep Certain Emails Out of Your CRM

HubSpot Hacks
26.9K subscribers
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6.2K views 3 years ago #hubspot #hubspottutorial #hubspotemail
HubSpot + Gmail or Outlook makes it super easy to log your emails to prospects and customers. But what if you don't want all emails tracked and logged? Learn how to set your "log and track" settings in HubSpot and even block certain emails or domains from being tracked in your HubSpot CRM. This helps keep sensitive information, personal emails and other from ending up in our database by accident! In this video: 0:00 Introduction 0:20 Why you might want to set 1-to-1 email log and track specifications 0:55 Default setting review 1:22 Using the chrome extension for log and track settings 1:52 How to "never log" emails in HubSpot using the Chrome extension 2:55 Setting HubSpot log and track settings in user preferences 3:51 Setting organization-wide log and track settings 4:15 Giving or removing permissions to log attachments 4:53 Final review _______________ 📚ADDITIONAL RESOURCES: Get the free HubSpot Hacks Newsletter: https://hubs.ly/Q …...more
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HubSpot Log and Track Settings: How to Keep Certain Emails Out of Your CRM
60Likes
6,287Views
2022Mar 1
HubSpot + Gmail or Outlook makes it super easy to log your emails to prospects and customers. But what if you don't want all emails tracked and logged? Learn how to set your "log and track" settings in HubSpot and even block certain emails or domains from being tracked in your HubSpot CRM. This helps keep sensitive information, personal emails and other from ending up in our database by accident! In this video: 0:00 Introduction 0:20 Why you might want to set 1-to-1 email log and track specifications 0:55 Default setting review 1:22 Using the chrome extension for log and track settings 1:52 How to "never log" emails in HubSpot using the Chrome extension 2:55 Setting HubSpot log and track settings in user preferences 3:51 Setting organization-wide log and track settings 4:15 Giving or removing permissions to log attachments 4:53 Final review _______________ 📚ADDITIONAL RESOURCES: Get the free HubSpot Hacks Newsletter: https://hubs.ly/Q016Xfn-0 👉🏻 Need some more help with HubSpot? Learn about our HubSpot consulting services: https://hubs.ly/Q016XfN60 _______________ 📚ADDITIONAL RESOURCES: Customize your log and track settings in Chrome: https://knowledge.hubspot.com/email-t... Customize your log and track settings in Outlook: https://knowledge.hubspot.com/email-t... Turn off one-to-one email tracking in HubSpot: https://knowledge.hubspot.com/connect... _______________ 🎬ABOUT HUBSPOT HACKS: HubSpot Hacks is a weekly YouTube series hosted by HubSpot Agency SimpleStrat.com. It's full of tutorials, featuring tips, tricks and how-to's from marketers and sales professionals just like you. Whether you need a quick tip or in-depth details about how to put the tool to work, these HubSpot tutorials are sure to help. Hosted by: 🙍🏼‍♀️Ali Schwanke (  / alischwanke  ) 🙎🏼‍♂️ Tyler Sprunk (  / getsprunk  ) _______________ 💬QUESTIONS OR FEEDBACK? Have a topic idea or a question that needs answered? Drop a comment on the video or tweet at us! Don't forget to subscribe to the channel and share on social! For customized HubSpot training, visit https://hubs.ly/Q016XfN60. #hubspot #hubspottutorial #hubspotemail

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HubSpot Hacks

26.9K subscribers