CRM

TEhr
Participant

Default association?

SOLVE

Hi there, I'd like to have Hubspot associate every activity (note, call, meeting, etc.) with all contacts, companies, and deals that exist.

Currently, I have to do it manually myself every time I create a new activity. 

Is this possible to enable by default?

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Default association?

SOLVE

Hi @TEhr,

 

This is currently not possible. HubSpot associates activities with records based on the rules shown in this table: https://knowledge.hubspot.com/crm-setup/associate-activities-with-records

 

At the moment, they cannot be customized.

 

Best regards!

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

Beratungstermin mit Karsten vereinbaren

 

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1 Reply 1
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Default association?

SOLVE

Hi @TEhr,

 

This is currently not possible. HubSpot associates activities with records based on the rules shown in this table: https://knowledge.hubspot.com/crm-setup/associate-activities-with-records

 

At the moment, they cannot be customized.

 

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.