Currently there is no option to automatically have emails that are logged on a contact record automatically log onto the associated lead objects. Currently if an email is sent from a Contact record or inbox, the email will not be logged to the lead object. While the only way to get the email automatically associated, is to send from the sales workspace or lead view.
This creates a problem for users who wish to use the ‘Email count’ property on the lead object to accurately show the number of emails sent to a lead. Especially since some users may be using the sales workspace, but some are not, or are sending from the contact record.
Ideally, we would have the options in the Activities settings associations tab to add association rules to log to ‘open leads’ for emails logged on a Contact.
I agree - most reps still work from the Contact record card. There should be an option to sync all activities made by the Lead owner from associated Contact and Company record.
Agree this is an issue. Particularily where another sales person follows up a lead while the lead owner is out of office or when an SDR is involved as the first point of contact.
I think it’s really important, especially since Hubspot offers some automation where a lead can move to the next stage if an email is or received. If the email is not automatically associated to the lead, the lead stage will never change
Agreed. I just spoke with HubSpot Support and I was disappointed to learn that this isn’t currently an option. It feels like Leads still aren’t treated like a proper object after all this time…
Hi everyone - I’m happy to report that this update is now delivered! Please make sure to set your desired settings from Settings > Objects > Activities > Associations for the Lead object as some of the default logging behaviors are set to log to none.
