When a Meeting is booked with a Contact, it shows up on every Deal record associated with that Contact regardless of relevance - this is a huge limitation with Hubspot. For a professional services company, we have meetings with Contacts associated with many Deals and meetings with no relation to the Deal itself, but all are logged on the Deal record. As a result, bad data is captured in our CRM.
Currently the only workaround is to manually disassociate each Meeting from the Deal, which is very cumbersome and time consuming. This makes it very difficult for leadership to trust the data in our system and we are better off not using the meeting log functionality at all.
With the Hubspot extension, we are able to log a email to a specific deal - this should work for Calendar invites / meetings as well.
100% agree! We are starting to build our CRM tool and it has become very messy with the incorrect assocations.
Would be great to have a fix to this problem so we can maximise the potential of Hubspot.
I agree that this is a big issue. We sell through partners and as such, many of our contacts will be associated to a number of open deals at any time.
Surely the defaut setting shoud be that when you log the activity and check the associations (company/contact/deal), that these are the chosen associations and an additions should be manually selected.
Absolutely, I couldn’t have worded it better myself. I’m sure this would be an issue for almost every profession and sector. How can one meeting be automatically associated to the 5 most recent open deals associated to the contact. Thats simply absurd. Each deal is unique for a reason.
To manually disassocaite is time sonsuming and discourages team members from wanting to use HubSpot, that’s the feedback from my clients. HubSpot needs to think logically, and from a ‘most likely’ circumstance point of view.
I look forward to HubSpot correcting this in the very enar future.
Nearly a year since I raised this and still nothing has happened - now I just have to spend hours disassociating meetings from deals, surely there is a better way???
We really need this please as well!
Hi all, is there any update on this?
This makes no sense at all. Why would the meeting not be assoicated to relevant deals only? This functionality was nearly a deal breaker for us on the OUtlook HubSpot Sales tool plug in, and then functionality was added to allow selecting what comms were logged to contacts, companies and/or deals. Why was this not extended to calendar invites too?
Something happening here @hubspot?
It would be ideal that when setting associations between activities, the options aren’t limited to “Log to all,” “Log to 1 most recently associated,” and “Log to 5 most recently associated.” Now that you can create several associations, this old logic is longer going to work. It would be much better to either allow selection of association labels or provide filter options. This would also apply to workflows that use this type of logic. It’s not going to create accurate associations.