topic Re: Sales Workspace - Suggested Associations when scheduling a new activity in Sales Hub Tools

Sales Workspace - Suggested Associations when scheduling a new activity

DShute — Wed, 21 May 2025 10:27:02 GMT

Hi,

When in the Sales Workspace, is there a way of having suggested associations appear when scheduling a new activity?

For example, say I am looking at my Deals within the Sales Workspace. I want to quickly schedule new To-Do Tasks against one of these deals. Currently, I have to type to find the contacts/companies to associate the task against. But is there a way of having the associated Contacts/Companies to the Deal, populate as suggested associations?

Thanks,

Dan

Re: Sales Workspace - Suggested Associations when scheduling a new activity

Josh — Wed, 21 May 2025 12:48:40 GMT

Hi @DShute,

This is not possible at this time, but certainly something that you could add to the HubSpot ideas forum.

I'm not exactly sure how this would work in the Sales Workspace, but for this idea more generally, something like the new MCP server could come into play (maybe). Here's some info on that: https://community.hubspot.com/t5/Developer-Announcements/The-HubSpot-MCP-Server-available-in-Public-Beta/m-p/1144974

Re: Sales Workspace - Suggested Associations when scheduling a new activity

DShute — Wed, 21 May 2025 13:05:28 GMT

Thanks for confirming my suspicions Josh. I might raise as an Idea

Re: Sales Workspace - Suggested Associations when scheduling a new activity

Jaycee_Lewis — Thu, 22 May 2025 20:34:40 GMT

Hey, @DShute 👋 If you do create an Idea, make sure to drop the link here, and we'll give it an upvote to get the ball rolling — Jaycee