Hubspot “guessing” which deals to associate things with, is very unhelpful. Please let us select what we want the note/call/deal to be associated with. Notes end up associated with other deals that have nothing to do with it, making it nearly impossible to follow the original message of the post.
Status: Idea Submitted
When importing meetings, notes, and or emails using the API
Hubspot automaticly associates deals and companies to those meetings.
For example, i import 1 meeting, with 1 company, 2 contacts an 1 deal.
I end up with 10 associations:
2 contacts (correct)
2 companies (1 correct, other is the company of the second contact)
6 Deals (1 is correct, the other 5 are open deals, to which this meeting has no relation, (these deals didn’t even exist when this meeting took place).
This feature is all fine, but you should be able to control it in some way. Are at least disable it for a moment (some as the contact-companie creation/association based on domain).
Or the same as the sales extention app: https://knowledge.hubspot.com/connected-email/customize-your-hubspot-sales-chrome-extension-default-configuration-options?_gl=1*1gfrpkz*_ga*MTgzMTQ2NzcwNi4xNzA5MjgxNDcx*_ga_LXTM6CQ0XK*MTcxMzE5MzAzNi4yOC4xLjE3MTMxOTMxMjEuNDMuMC4w
With kind regards
Agreed.
We moved to HubSpot late last year, and love it, however the single largest complaint from our sales users stems from HubSpots feature of automatic activity association (Associate activities with records).
Like the original post, this impacts particularly on deals, where the activity log shows activity unrelated to the deal being viewed. This creates “noise” for reps and sales leaders.
Please have this as a configurable option.
Agreed… The problem extends to integrations as well. We are using a Calendly integration and when a anyone were to schedule a meeting with us through the link, the meeting gets associated to the contact and company record as you would expect. But I noticed the meetings are also being associated with Deals without any reference to the Deal at all.
Automatically associating an unrelated meeting to a deal just because the meeting is associated with a contact or company is a completely blind assumption.
I just had a chat session with Hubspot Tech support and this is the explanation they offered and recommended I post this idea because he/she agreed this is a much needed capability.
Agreed with all the previous comments here, it should be opt in to associate an activity to an object, not create more inefficiency by having to manually opt out one by one.