Attach a deal task to the deal contacts

[HerveFR]

Hi everybody,

All my deals always have at least 2 contacts, a candidat and a customer, as I'm a recruiter.

When adding a new task to an existing deal, is it possible for Hubspot to autmatically attach the new Task to the 2 deal contacts, by default ? Each time I create a new deal task, I have to manually select the 2 contacts and most of the time, I forget to do this ...

Thanks for your help 🙂

[HerveFR]

Thanks @kthng for this answer ... but it will not be practical at all for me 😞

[kthng · Accepted solution]

HubSpot will automatically associate certain activities in a record to the record's associated objects.  Whether an activity automatically associates depends on the type of activity and which object the activity originates in.

For example, a note logged on a contact record will automatically associate to the contact record's associated company, but not to the contact record's associated tickets.

In your scenario, creating a task on an existing deal will only automatically associate it to the associated company record. For associated contact records, it seems like the only option is to do a manual association at the moment. 

You can check out this aritcle: https://knowledge.hubspot.com/crm-setup/associate-activities-with-records

😊