I am loving the update that allows us to send sequences from Deal Based workflows now! It has made some of my sequence workflows much more reliable for our use case. However, I am not seeing how I can have the email associated to the Deal automatically. We have multiple brands that often have contact overlap, so changing the contact–>deal email association settings wouldn’t work since that may cause other brands’ emails to get logged to incorrect deals.
Is there anyway to do this? Our users mainly work out of the Deal object since the Contact will have a lot of irrelevant activity to them. They are thinking some of our automated emails are not sending because they don’t see them on the Deal and I want to avoid double emails and extra clicks trying to track down an email that was automated for efficiency.
Sequence emails are contact-centric, even when triggered from a deal-based workflow. HubSpot doesn’t pass the deal context through to email logging, so they only show up on the contact timeline.
There’s no native fix for this right now. If you have Operations Hub Pro, the best workaround is a custom coded action in your deal workflow that associates the sequence emails to the deal via the Engagements + Associations APIs. Otherwise, a Make or Zapier listener can handle the same thing.
It’s a real gap. Let me know if you have Ops Hub and I can point you in the right direction on the code side.
That would be a very useful capability. If sequences can now be triggered from Deal based workflows, it makes sense to have the resulting emails automatically associated with the originating Deal as well. Hopefully there is a setting or enhancement planned for this to improve visibility and avoid confusion for users.
Thanks for reaching out to the HubSpot Community and thanks @GiantFocal for the workaround!
I’ve noticed a similar idea already present in our Ideas Forum: Opening deals with Sequences . To contribute, you can upvote the existing idea and share more details about your specific use case in the comments.
Hi @GiantFocal thank you for the reply! We do have Operations/Data Hub Enterprise. I also do have Zapier that we use for lead capturing currently. I would love some help on how to set this up via code or zapier!
This is an email logging setting that you can change in your account settings. Settings > Objects > Activities then you can select Contacts as the object and Emails as the activity type. Under associated Deals you will probably see that yours is set to “Log to 5 most recently associated” and you can change it there!
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