CRM

TSchoorstra
Participante

Automatically logging activities to a Custom Object

Hi all!

 

We've recently created a Custom Object and we would like to have activities synced over (just like a company record where activities are rolled up from the associated contact records).

 

I'm unable to find a way to do this other than manually associating activities to the Custom Object (which is not an option).

 

Did anyone else find a solution to automatically log emails, tasks, meetings, notes, and calls from contacts to the associated Custom Object? If you did, please let me know! Love to know how.

 

All the best,

 

 

3 Respostas 3
Bryantworks
Conselheiro(a) de destaque | Parceiro Diamante
Conselheiro(a) de destaque | Parceiro Diamante

Automatically logging activities to a Custom Object

Hey @TSchoorstra,

 

Unfortunately, this doesn't seem possible as a forced default.  I've successfully associated tasks to a custom object via Custom Code actions inside of a workflow, and I'm sure it would be easy to adapt that object to calls, meetings, and emails.

Chris Bryant | Your Dedicated HubSpot Expert
RLeo
Colaborador(a) | Parceiro Diamante
Colaborador(a) | Parceiro Diamante

Automatically logging activities to a Custom Object

Hi @Bryantworks 

Can you kindly share the code you mention? We also need to somehow achieve this.

Thanks!

TSchoorstra
Participante

Automatically logging activities to a Custom Object

Hi Chris,

 

Thanks for your reply.

 

Do you mind sharing that code block with me so I can test it out in my developer portal for emails, meetings etc.

 

Hope to hear from you soon!

 

All the best,