Deal cards view

Hello HS Team,

I’m new to HubSpot and have been using it for about three months. My team and I are still in the process of building and refining our pipelines and stages. I wanted to check if there’s a way to view email activities directly on the deal cards. I’d really like to see if an email has been sent through automation/workflow without having to click into each contact’s profile.

Thanks y’all in advance!

Hi @msshey_,

Generally no, association cards do not display activities. You could consider however capturing some information in contact properties via workflows (although I can’t envision a low calorie way to accomplish this) or leveraging existing properties like “Last marketing email name” and include that on the card. Customize records

In any case, it’s not possible to include a mini feed or similar there. The best option is to click through to the actual record.

Hope this helps!

Hi Karsten, thanks so much for your response! That makes a lot of sense now… I’ll relay this to the team!

Hi,
What do you mean when you say the deal card?
Are you referring to the deal dashboard?
Karin

Hi @Ktamir , yes that’s correct. Sorry still getting familiar with the features. :slightly_smiling_face:

You can use the copilot to summarize the deal for you and show you all activities…

@msshey_ the same applies here, unfortunately, no mini feed. You can however toggle some basic activity information to show, see here: Customize the board view for objects with pipelines