Only sync emails without onboarding contacts.
I was thinking about this...
I have a lot of junk emails (not actual junk) but a lot of emails that don't really need to be in a CRM.
Should we have an option to not sync contacts, but if we onboard the contact, their emails will sync ?
and possibly a way to onboard a contact by using a URL in the BCC area (which is what hubspot does) so if i send an email to a new contact, i can BCC a url and the CRM will pick it up and add it to the database.
twenty would generate a url that you could add to the BCC.
For Gmail users, as we can use tags to sort out emails..
Maybe we could have the option to sync for specific tags only.
so if you have a contact in a tag called "important contacts" that contact will get onboarded + all their emails.
4 Replies
@paulyili, if you disable contact creation it should do what you describe:
- do not create a contact but assign incoming emails to existing contacts
Regarding the other point, maybe @Félix could give some product inputs 🙂
Unknown User•8mo ago
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What about not creating emails from past contact, but syncing emails from contacts listed in CRM ? (new and old emails)
Unknown User•8mo ago
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