Is there a way in HubSpot to associate a sequence not only with a contact, but also with a specific product or other records?
When I send a one-off email, I’m able to manually associate it with multiple objects (like a product, deal, or company). However, when I enroll someone in a sequence, I can’t seem to find an option to link that automated communication to additional records.
Does anyone know if this is possible—or if there’s a workaround to ensure sequence emails are tied to the right product or object in HubSpot?
Hi @SGrossman6,
You can edit the association defaults for emails logged to contacts here - and where else there should be logged: Set up automatic associations for records and activities
Off the top of my head, I don’t know if sequence emails do for some reason bypass this but they shouldn’t.
Best regards!
Thanks, @karstenkoehler, Seems like we are unable to do this. Since our sales teams has customers in a lot of sequences it’s hard to asscoaite them after as it’s editing 100+ accounts per rep daily.
@SGrossman6 could you specify what you mean when you say “seems like we are unable to do this”?
When setting up a sequence we are not able to link it to mutiple objectives. What your siggesting is going back and doing it, but since sequences are running in the background this fix won’t work as we are doing mutiple outreach for different products at a time.
@SGrossman6 I’m not suggesting going back - I’m suggesting changing the auto-association rules: Set up automatic associations for records and activities