CRM

TT
Participant

How to attach email to a deal?

SOLVE

Hello,

 

We're trying to import email conversations to a deal that was just created.

Is there a BCC address that I can send the email conversations to, and assign them to deals?

 

Most of our conversations are emails so this feature is very important for us.

 

Please advise.

 

Thank you in advance,

Keane

1 Accepted solution
Josh
Solution
Recognized Expert | Platinum Partner
Recognized Expert | Platinum Partner

How to attach email to a deal?

SOLVE

Hi @TT,

 

Be sure that there is a contact associated with the deal. After that, you can forward emails related to that deal (which include the associated contact) to your HubSpot forward address. 

 

Your forwarding address should be: YOURHUBID@forward.hubspot.com.

 

For ongoing communications related to the deal, you can log those emails as normal either through the email client integration or using the BCC address, which is : YOURHUBID@bcc.hubspot.com.




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer

View solution in original post

34 Replies 34
perspicacity
Participant | Partner
Participant | Partner

How to attach email to a deal?

SOLVE

Another thing that would be super helpful: when you associate a contact to a new deal, have the option to bring along the past correpondence that's already been logged with that contact.

HSteindl
Participant

How to attach email to a deal?

SOLVE

Being new to Hubspot I am super surprised that this is not included in Hubspot. As reported multiple times, pretty much ever other CRM has this very basic functionality.

MThomson
Participant

How to attach email to a deal?

SOLVE

This needs to be fixed. In the CRM called Maximizer you create an "Opportunity" (which is deal in Hubspot) and then link your emails to that "Opportunity" that way if you have multiple opportunities to the 1 contact it doesn't matter as the emails are linked to the "opportunity" so you can easily look back at a "Won" or "Lost" "opportunity" to see where you can either enhance or keep the same to increase "Wins". Rather than have a whole bunch of emails you have to filter through under a contact/Company

mkranitz
Contributor

How to attach email to a deal?

SOLVE

Here here - an email address for every deal would be ideal. I too would appreciate the ability to copy a specific email address for certain correspondence associated with a deal, regardless who the communication is with.

 

Please have this done by EOD today. Thank you! 😜

TDukes
Participant

How to attach email to a deal?

SOLVE

I just started using Hubspot this week (coming from SuperOffice in my previous job), and I almost can´t believe that this feature is not available. It should be a no brainer in any modern CRM system to choose between multiple deals when logging an Outlook email (in- or outgoing) to contact/customer. 

 

I really hope the Hubspot dev team will look into this. It can´t be that hard to fix 🙂 

ElectroScan
Participant

How to attach email to a deal?

SOLVE

We really need this feature! Our whole team uses outlook ... 

DigitalMatt
Member

How to attach email to a deal?

SOLVE

I also agree, having the option of tracking emails by deal instead of contact is a much better solution for my needs.  I work with the same customers and contacts all of the time and the deals get cluttered or are missing emails that occured before the deal was created.

ee
Participant

How to attach email to a deal?

SOLVE

Not sure if this helps because it is an extra step, but you can go into the contact's activity feed and hover over the email, then a pop-up shows that lets you associate it with the deal (and disassociate it with the contact if you want). 

Ella1
Participant

How to attach email to a deal?

SOLVE

Hi!

Yes, helps in a way, but it´s way too much double dipping than necessary. We´re sending probably 100s of emails to HubSpot every week and it would take too much time to go in an disassociate that specific email to that contact.

The only way to solve the problem, in my mind, would be for HubSpot to develop an office extension which would bring up any deal the contact I am sending an email to, and then for me to select the deal I want to associate the email to.

 

Thanks.

davehillclimber
Participant

How to attach email to a deal?

SOLVE

Ella1 hit the nail on the head. We need this feature yesterday!

0 Upvotes
ee
Participant

How to attach email to a deal?

SOLVE

Yes, that would be much better. It would also be nice to be able to create a deal from the outlook extension. 

rmarchionni
Member

How to attach email to a deal?

SOLVE

Exactly.

0 Upvotes
Josh
Solution
Recognized Expert | Platinum Partner
Recognized Expert | Platinum Partner

How to attach email to a deal?

SOLVE

Hi @TT,

 

Be sure that there is a contact associated with the deal. After that, you can forward emails related to that deal (which include the associated contact) to your HubSpot forward address. 

 

Your forwarding address should be: YOURHUBID@forward.hubspot.com.

 

For ongoing communications related to the deal, you can log those emails as normal either through the email client integration or using the BCC address, which is : YOURHUBID@bcc.hubspot.com.




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer

AWright1
Member

How to attach email to a deal?

SOLVE

Hey Josh - 

I am hoping you are still working with Hubspot. I am having an issue related to attaching attachments that are linked to deals, in emails from Hubspot. When I go to upload a file, it doesnt show any of the PDF quotes we have generated. It will not show any of the attachments listed in the deal. All of my team is having this issue. Is there a solution? THANK YOU! 🙂

 

0 Upvotes
JonathonC
Member

How to attach email to a deal?

SOLVE

What about if it's an internal email and I don't want to cc the client? Example... "guys, this client is real pain in the a***!! Anyone have any advice for me?". Is there a way to add the email to the deal thread? eg, is there an address like THISDEALID.YOURHUBID@forward.hubspot.com or something like that??

MSnoeck
Member

How to attach email to a deal?

SOLVE

Hi Josh, I'm sorry, but I don't see what should be in YOURHUBID@forward.hubspot.com? 
Where do I find the right one? What does Your Hubid mean? 

Ella1
Participant

How to attach email to a deal?

SOLVE

In your upper right hand corner, click your Company Name, and a meny will appear. You will find your company´s Hubspot ID that you will need to insert as the YOURHUBID. Ours is 7 digits.

 

0 Upvotes
davehillclimber
Participant

How to attach email to a deal?

SOLVE

Unfortunately this does not help because it does not provide an easy way to separate multiple deals from one contact. Please, we really need this.

PamCotton
Community Manager
Community Manager

How to attach email to a deal?

SOLVE

Hello @davehillclimber 

 

I would highly recommend you to please post this idea at our ideas forum (here).

Our product team, who monitors the forum regularly, can read your specific use case and understand why this would be a useful functionality or change. It also helps other customers facing the same issue to advocate for its implementation on your behalf by upvoting on the thread as well.

 

Pam

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0 Upvotes
vbnvaidy
Participant

How to attach email to a deal?

SOLVE

Hi Josh,

When I forward the email from connected inbox to hubspot forward address the forwarded emails get associated with the contact which is fine, but it also gets associated with all the deals that the contact is part of which does not suite in general.

We work with same contact on multiple deals, so the forwarded email should not be associated to the deals but can be associated with the contacts.

Once it is associated to only contacts then we can choose to which deal or ticket the email needs to be associated to.

Forwarded emails automatically associated to multiple deals that the contact is part of can be manually disassociated from the deals, I agree that there is a manual solution, but it is not appropriate and it is kind of a unproductive or dual work for us.

 

So I look forward to a solution or method where forwarded emails from connected inbox, should not be automatically associated with the deals that the contact is part of.

 

Look forward to your inputs and guidance on the same