to disable adding the emails that have been added in CC to the HubSpot contacts
if you create a document in HubSpot, add a template from PandaDoc, and then add in CC in the PandaDoc document the email of the recipient that you have in your PandaDoc contacts, the email contact is automatically added to the contacts in HubSpot once the document is sent.
The client wants to disable this feature.
Anonymous
shared this idea
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Vincent Eckert commented
This is really a critical thing, when trying to automate Contact creation based on fillouts of a pandadoc youll always get errors because the mail is existing already.
If the from pandadoc created contacts would be associated to the deal, this would not be a problem at all
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Savannah Faulkner commented
Do not auto-create a new contact in HubSpot when a contact is created in PandaDoc
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Anonymous
commented
My customer would like to disable having internal contacts from being created in Hubspot when they are cc'd in a document.