I’m looking for a way to associate a conversation/email with a deal or with another contact or company from the inbox. Use Case: I have a vendor who creates deliverables for multiple clients and deals. We have different email threads/conversations related to each client and I don’t want to lose track of them. Associating the conversation with a deal, company, or contact seems like the most straightforward way to do that. I can do this from the contact card but I want to save myself some steps by associating directly from the inbox and I can’t figure out how.
Hi @CMAA!
One of the easiest ways to achieve this is by creating a deal directly from the conversation inbox as soon as the message is received. On the right-hand side of the inbox view, you’ll see an option to “Create deal” — as shown in the image below.
I also came across a similar question from another user that received a helpful response — sharing it here in case it’s useful to you as well: https://community.hubspot.com/t5/Sales-Email/How-to-link-email-conversations-for-a-deal-to-a-deal/m-p/861701
Hope this helps! Let me know if you have any questions 
if you need further support feel free to schedule a call here
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Is it possible to associate an already existing Deal with the Conversation? The only workaround I can see is to create a new Deal then merge it with the existing Deal.
Hey @Crow - thanks for following up here!
I’d like to tag in @CarolinaDeMares to see if there may be any insight into how we can associate an already existing deal with the conversation!
Shane, Community Manager