Ability to automatically associate

HubSpot Ideas
1

I have called a contact and then made a note. I currently have to click on associations and manually select that I want that same note to be carried over to “Customers”, “Deals” and “Companies”.

It would be much easier if the default was “leave note here, it is then copied here”.

This way, information can not be as easily missed and we do not need to manually associate everything to see all the interactions with a given customer.

This would be greatly beneficial for our CSM team.

I have included an example of what I mean:

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2

Hi @JYildirim

According to this this note is already associated with other objects. Is that after you’ve done it manually?

Frank

3

Hi @franksteiner79 correct, I’ve manually associated as I have to with the rest of them.

4

@JYildirim

HubSpot usually auto-associates records - is the contact associated with a company, deal, etc. if I create a note these associations are set by default so there is no need to manually set them.

Frank