We have a couple of Playbooks that update properties on the Deal Record Level. Sometimes the reps complete and log the playbook on the company level but it does not auto-associate with the deal the properties were updated for.
Unless it’s manually associated it does not show up on the deal level, this causes the reps who are taking over the account to go back & forth between 2 records to look for playbook notes which is not efficient.
It’d really help if the Playbook note could auto associate with the deal it’s updating the properties for
same here!
Yes, currently struggling through this. Why is the auto association logic not working when the source of the Note or Call is from a Playbook? It doesn’t make sense to me and I think this needs changed right away. Thank you for creating this post!
Noting here another discussion along these same lines: Solved: HubSpot Community - Re: Auto association of notes or all activities with Deals and Companies - HubSpot Community
Hi everyone,
I’m Winnie, the Product Manager for HubSpot Playbooks.
Thank you for taking the time to share this idea. We genuinely read and consider everything submitted on the community forum.
After review, we don’t have plans to build this right now. This is actually something we find interesting and explored with the Process Guides private beta, but ultimately we didn’t get traction on that beta and sunset it.
Given this, I’m moving this into Not Planned. We have higher-priority work in flight that we need to see through first, but this is on our radar for future consideration.
We do revisit our roadmap regularly, and customer ideas like this one do influence what we prioritize. Please continue to leave comments and upvotes. I usually reach back out on the Community Forum and will DM folks that have commented to jump on calls to learn more about the use case, or to recruit for early beta testing.
Thanks, Winnie