How can adding a contact with activity be reflected into a deal?

[StepChange]

Hi @NolanBot

If you’re adding contacts to deals in HubSpot and not seeing their past activities show up on the deal card, it’s because HubSpot doesn’t automatically link historical activities to deals when you add contacts.

Here’s how you can fix it:

1. Manually Link Activities: Go to the contact’s timeline, find the activity (like an email or call), and manually associate it with the deal. This will make it appear on the deal card.
2. Set Up a Workflow: You can create a workflow that automatically associates new activities with the deal whenever a contact is added. This won’t work for past activities but will help going forward.
3. Check Your Settings: Make sure your default settings allow activities to be associated with deals. Head to “Settings > Objects > Activities” and adjust the association preferences if needed.