Syncing Activities from Contacts to Deals

Fizard — Wed, 12 Jun 2024 11:54:56 GMT

Hi team, I'm having problems syncing activities from contacts with associated deals.

You can see here my contacts last activity:

The contact is directly associated to that deal (no other deals are associated with that contact). However, the deal doesn't sync with the contacts activity. Do you have any guidance for me?

Re: Syncing Activities from Contacts to Deals

karstenkoehler — Wed, 12 Jun 2024 11:58:34 GMT

Hi @Fizard,

Whether activities sync between contacts and deals depends on how where exactly this activity was created and which activity type it is. This is explained here: https://knowledge.hubspot.com/records/associate-activities-with-records

If you share more detail, I can elaborate.

If these association defaults don't work for you, HubSpot now lets you specify how activities should be associated automatically, under Settings > Objects > Activities > Associations. Here's an example screenshot.

Here's the full announcement:

CRM Platform

Configure Activity Association Defaults

Apr 24, 2024

What is it?

Within a new settings UI, admins will be able to configure the default activity association logic for logging certain activities on contacts, companies, deals, tickets, and custom objects records. They will be able to set default logging rules based on where the activity is originally logged (e.g. Contact record), the activity type (e.g. Task), and the associated records to log the activity to (e.g. Log to Primary Company).

Why does it matter?

Currently, when a user logs an activity onto a record there is inflexible and nuanced logic that determines how activities are logged to associated records of other object types. The non-configurable logic doesn’t accommodate for different business needs and sometimes causes irrelevant activities to show up on records. This new functionality will give admins flexibility and control over what they want their logging defaults to be, saving reps time spent manually adjusting for the logic that exists today.

How does it work?

This functionality is available for Contacts, Companies, Deals*, Tickets, and Custom Objects

When activities are logged to deals, the logging rules will only log to open deals

The activity types that admins will be able to configure logging rules for are: Calls, Emails*, LinkedIn Messages, Meetings, Notes, Postal Mail, SMS, Tasks, WhatsApp Messages

The configured default logging rules will only apply to activities logged from a record page. For example, only emails logged directly on a record page will be affected by the configured logging rules. This excludes emails created from the Marketing Email editor and any Connected Email Inboxes.

The logging options will vary depending on the combination of selected objects and activities

The possible logging options include:

Log to none

Log to 1 most recently associated

Log to 5 most recently associated

Log to all

Additionally, when logging activities from a contact, deal, or ticket record to associated companies, there will also be an option to “Log to Primary Company”

Note: When logging emails to contacts or logging calls to companies, the “Log to None” option will still include any recipients in the emails or calls

The new settings UI allows admins to configure their default activity association rules based on the object type of the record the activity is originally logged on (e.g. Contact record), the activity type that is being logged (e.g. Task), and the associated records to log the activity to (e.g. Log to Primary Company).

For example, admins can configure the rules so that any Calls logged from a Company record should automatically get logged to only the 1 most recently associated Contact.

The default logic shows up as records getting automatically checked when reps are logging activities on records.

To configure your activity association default logic in settings:

Click the settings icon in the main navigation bar and navigate to Data Management > Objects > Activities > Associations tab

Select an object from the dropdown for where the activity is originally logged

For example, if a task is logged on a contact record, select the Contact object

Next, select the activity type that you’re configuring your logging default for

Under Log activity to, click the dropdown for each of the associated objects you’d like change the default logging experience for

The logging options vary depending on the selected object and activity types

Select the logging option that you want to change the default logging logic to for each of the associated objects

The options within the dropdown that represent the current HubSpot default logic have an orange default tag

Once you’re done making your changes, click the Save button at the bottom left to save all changes

To see your configured default logging rules in action:

Navigate to any Contact, Company, Deal, Ticket, or Custom Object record

Click on any activity and within the popup window, click on Associated with # records

In the box that pops up, the default logic that was configured in settings determines which associated records are automatically checked, which is visible in the Selected tab

Note: Any references to custom objects only apply to customers with at least one Enterprise subscription

For more information, please visit this Knowledge Base article

Who gets it?

All hubs and tiers

You can find the beta and opt into it here:

If you're not seeing it yet, you'll have to be patient for a little while longer.

Best regards!

Re: Syncing Activities from Contacts to Deals

Fizard — Wed, 12 Jun 2024 12:13:23 GMT

I think I forgot to check "Add timeline activity from [existing record] to this [deal/ticket]". Is it possible to add that option to already existing deals?

Re: Syncing Activities from Contacts to Deals

karstenkoehler — Wed, 12 Jun 2024 12:14:56 GMT

@Fizard so you created a new deal and wanted the contact activity to carry over? Yes, in that case you would have to make sure that box is checked.

Retroactively, this cannot be done for all activities. You would either have to delete the deal and create it again, checking the box, or manually associate individual activities as explained here: https://knowledge.hubspot.com/records/associate-activities-with-records#associate-an-existing-activity-with-another-record

Re: Syncing Activities from Contacts to Deals

Fizard — Wed, 12 Jun 2024 12:17:56 GMT

Thank you! I'll do it manually and make sure to check that box in the future.

topic Re: Syncing Activities from Contacts to Deals in Sales Hub Tools

Syncing Activities from Contacts to Deals

Re: Syncing Activities from Contacts to Deals

Configure Activity Association Defaults

What is it?

Why does it matter?

How does it work?

Who gets it?

Re: Syncing Activities from Contacts to Deals

Re: Syncing Activities from Contacts to Deals

Re: Syncing Activities from Contacts to Deals