Associations with logged emails.

HubSpot Ideas

Status: Delivered

Status history

1

When using Sales Tools in Outlook Desktop there should be a way to choose where/how to log the emails. The default is to Associate it with EVERYONE included in that email, but no choice to add an association that is NOT on that email. It is WAY TOO time consuming to go into hubspot and fix the association. Totally defeats the purpose of having the CRM to streamline processes.

2

Hello,

Thank you for your feedback! This feature is now live to all O365 Add-In customers and we have documentation here on the settings and how to use it when composing emails

- https://knowledge.hubspot.com/email-tracking/track-and-log-emails-with-the-hubspot-sales-office-365-…

- Customize HubSpot Sales Office 365 add-in settings

Please let me know if you have any further questions!

Best,

Flora

3

@Flora We currently use Office desktop but are switching to 365. Does this apply to office 365 as well?