When a company is involved in multiple deals with different contacts, HubSpot currently auto-associates activities (like meetings) with all deals linked to the associated company. This leads to incorrect activity logging across unrelated deals.
Use Case:
We work with “The Company,” which has two contacts:
- George (primary contact on one project/deal)
- Cosmo (primary contact on another)
We have:
- Deal George – associated with George and The Company
- Deal Cosmo – associated with Cosmo and The Company
When I book a meeting with Cosmo, that activity ends up associated with both deals, simply because they share the same company – even though George has no involvement in the meeting. This breaks the contextual accuracy of our CRM and creates noise in timelines and reporting.
The Problem:
- Activities should only appear on deals where they’re truly relevant.
- Automatic association via the company causes “activity leakage” across parallel but unrelated deals.
- This reduces trust in deal records and creates unnecessary cleanup work.
Current Workarounds (all suboptimal):
- Manually removing incorrect deal associations from each activity.
- Using custom objects to model “Projects” and bypass native deal structure.
- Tagging activities with custom fields and filtering in reports (does not fix associations).
Proposed Solutions:
- Add settings to disable or limit auto-association via company links.
- Introduce rules to determine which deals are eligible for activity association based on context (e.g., shared contact only).
- Allow manual selection of deal associations when logging or editing activities.
This would dramatically improve accuracy for companies working on multiple projects/deals with different stakeholders under the same organization.
Thank you for considering this improvement.