Wrong Emails Associated With New Deals

Hi HS Community,

I am completely new the HS and this might just be the simplest fix, but I do not know enough to resolve it.

Background:

ABC Travel Company buys a through me. ABC Travel has 50 contacts and about 40 Deals (some confirms and other, quotes).

My deal associations is set from Deal → Company.

When one of the 50 contacts asks for a new DEAL, the emails of other deals associates with the new Deal ID. How to avoid this?

@Kash_Shabodien , happy Friday!

Thanks for reaching out the HubSpot community :smiling_face_with_sunglasses:

Are you able to provide more details on how the new deal is being created? Is it being done manually from the contact record? If so, there are some checkboxes at the bottom of the deal creation form that may be causing this association. If the company timeline is checked, all the previous emails are the company record they will transfer to the new deal.

Let me know if that helps! If not, providing any screenshots or descriptions of your deal creation process would be helpful for further troubleshooting!

All the best,

Elyse

Hi @Kash_Shabodien

As @EWood said, this depends on what associations are picked upon deal creation.

Is historic activity being associated or only “new” one after the time the deal has been created.

How do you log and track emails - directly from HubSpot or via one if the HubSpot email plugins?

Worth noting that depending on your settings, deals will automatically be checked when emails are logged.

Cheers

Frank