Email Logging

Hi there,

When I’m sending emails to a contact, these can be saved into the CRM which is great however, when looking at the “Company” page there is no activity logged for these emails. They can only be found when looking at the “contact” that the email is sent to. How can I change this as I’d like all emails sent to be logged in the main activity under the company, rather than the contact??

Many thanks

Darren

Hi @DTipple ,

Are you using the gmail or outlook plugin to log your emails? If so, you can edit what records the activity will log against by going to Log and Track Settings and editing the Default associations section.

You should have Companies ticked here!

Hope this helps,

Louise Hare she/her
Freelance HubSpot Expert
If my reply helped to answer your question please mark it as a solution to make iteasier for others to find!

Hi Louise,

Huge thanks and apologies but I’m having a blonde moment lol, I can’t seem to find the Default Associations tab you’ve referenced???

Hi @DTipple ,

If you click into Log and Track settings do you see something that looks like this?

Thanks,

Louise Hare she/her
Freelance HubSpot Expert
If my reply helped to answer your question please mark it as a solution to make iteasier for others to find!

Hi Louise,

Found it :slightly_smiling_face: will that apply now to all emails moving forward or is there any way to make that change to previous emails sent and logged under the contact?

Many thanks

Darren

Hi Darren,

It will only apply to emails going forward unfortunately!

Thanks,

Louise Hare she/her
Freelance HubSpot Expert
If my reply helped to answer your question please mark it as a solution to make iteasier for others to find!