CRM

airwolfke
Contributeur

Add email & ticket to deal

Résolue

I have the Office 365 Sales Tool installed.

I have found how I can track/log emails to a recipient in a deal. This is no problem when the contactperson is connected to the deal.

But what If I want to add an email to my collegue about a deal to the deal in Hubspot?

The collegue is not added a contactperson in the deal.

 

An by extension, how to add a email to a existing ticket.

 

Thanks,

Ruben

0 Votes
2 Solutions acceptées
karstenkoehler
Solution
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

Add email & ticket to deal

Résolue

Hi @airwolfke,

 

With the Office 365 HubSpot add-in, you can always use a dropdown and manually specify which records you would like to log the email to, see here: https://knowledge.hubspot.com/email-tracking/track-and-log-emails-with-the-hubspot-sales-office-365-...

 

If you ever forget about this, you can still manually associate an email to other records: https://knowledge.hubspot.com/crm-setup/associate-activities-with-records

 

Let me know if you have any follow-up questions!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

Voir la solution dans l'envoi d'origine

airwolfke
Solution
Contributeur

Add email & ticket to deal

Résolue

I found the solution to this.

Although the deals and tickets are not mentioned you can find them by typing the name of the deal or ticket and then you can connect them!

 

Problem solved!

Thanks for the help

Voir la solution dans l'envoi d'origine

5 Réponses
karstenkoehler
Solution
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

Add email & ticket to deal

Résolue

Hi @airwolfke,

 

With the Office 365 HubSpot add-in, you can always use a dropdown and manually specify which records you would like to log the email to, see here: https://knowledge.hubspot.com/email-tracking/track-and-log-emails-with-the-hubspot-sales-office-365-...

 

If you ever forget about this, you can still manually associate an email to other records: https://knowledge.hubspot.com/crm-setup/associate-activities-with-records

 

Let me know if you have any follow-up questions!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

airwolfke
Contributeur

Add email & ticket to deal

Résolue

Dear Karsten,

thanks for the help,

I know the possibility to click on "log" and then select the contactperson, deal or ticket,...

In my case, the deals or tickets aren't mentioned. I can only select 1 option and that is to log it under the contactperson.

 

screenshot hubspot log.jpg

 

 

 
0 Votes
karstenkoehler
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

Add email & ticket to deal

Résolue

Hi @airwolfke,

 

Clicking on the small triangle should open more search options – I assume you have checked that already?

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Votes
airwolfke
Contributeur

Add email & ticket to deal

Résolue

Yes, there is the email of my contact displayed.

 

So this is what I noticed:

When I respond to an email and the contact is connected to a deal the "deal" section will appear, so it will give me the possibility to add that email to the deal

 

After doing some tests in noticed in short: the deal or ticket will ONLY appear when the contact person is connected to the deal.

 

Am I missing something? How would I connect communication with people not connected to the deal or person to their log?

Thanks!

 

Here you have a screenshot of my settings btw.

screenshot hubspot log settings.jpg

 
0 Votes
airwolfke
Solution
Contributeur

Add email & ticket to deal

Résolue

I found the solution to this.

Although the deals and tickets are not mentioned you can find them by typing the name of the deal or ticket and then you can connect them!

 

Problem solved!

Thanks for the help