In short, one use case for temporarily copying deal info into a contact record of an associated contact is so that internal notifications can be sent to the Contact Owner about the contact and that contains essential deal info (e.g., Deal Name, Deal Amount, and a link to the deal). This email functionality isn’t currently available within HubSpot emails unless the deal data can be pulled from its temporary storage place -- i.e., in the associated contact record.
(see image)
While having these minimal essentials in a single email may only ‘save a few clicks’, those clicks add up for increasingly mobile sales teams who often need to quickly prioritize while juggling many tasks at a time.
Additionally, our ability to send deal intelligence to the field in whatever form they like is an added bonus that contributes to more rapid user adoption of our tool (HubSpot).
Hope that helps.
Best,
Frank