How can I bulk associate sequence emails to deals in HubSpot?

Smart CRM & Sales Hub
1

Hi,

After doing a quick research, it looks like currently there’s not a native option for automating the association of emails from sequences to deals.
Does anyone have any tips or ideas on how this can be done in bulk or automated? I tried to do a workflow and then tried to use Breeze assistant prompting the action to associate emails with a specific subject to deals in a specific segment, but I’m having no luck getting what I need.

Any help or suggestions would be appreciated.

Thank you!

3

Hi @Bibiana_R,

Could you confirm that you have enabled the automatic association of emails logged to the contact to the deal, too? Set up automatic associations for records and activities

That should work but HubSpot also says that “it is not a guaranteed, fully automatic behavior that they will always log to associated deals – that part is effectively a limitation / product gap”. I’d recommend you test this. You can then either flag it with HubSpot support in-app or submit a request in the ideas section of the community.

Alternatively, in a deal-based workflow, you can use the “Create associations” workflow action in a contact-based deal and associated all deals associated to a contact with an email based on matching contact email address and email recipient address. Re-enrollment could be based on “Last contacted is known”. The main challenge here is to find a setup which does not associate emails with closed deals, too - which at a first glance is not possible. In that case, the best route is a custom code action in Data Hub Professional or Enterprise.

@TeeTech there is no product update with that name - are you’re referring to the “Create associations” workflow action?

Best regards

5

Thank y’all. For my specific case and after a few more attempts, I was able to associate the sequence emails to specific deals with the help of Breeze Assistant .
It’d still be very helpful if there was a native option. Hopefully in the future :slightly_smiling_face:

6

Hi @Bibiana_R

That’s an interesting use case.

A couple of questions that may help narrow down the available options:

  • Are these Sales Hub Sequences emails, or emails sent another way?
  • Are the emails already associated with the contact but simply not with the deal, or are they not being logged at all?
  • Is the goal to associate existing historical emails, or only emails going forward?

The answer may depend on how the emails are being logged and what objects they’re currently associated with.

If the emails are already logged on the contact record, understanding whether the challenge is a one-time bulk association or an ongoing automation will help determine the most appropriate approach.

I’d be interested to hear if anyone has implemented this at scale, particularly using workflows, custom code, or an API-based solution.