CRM

HJackson25
Member

Issue with Email Trails

SOLVE

Hey,

We just signed up for the free version of Hubspot. We are a staffing agency and I want to be able to track email trails on both parent companies and then in their associated companies. 

For example: 
I create a "Parent" Asda company with all contacts attached to this company and the email trails show here in the parent company and also in the individual contacts. 

I have then created associated "Child" companies for all of the various Asda stores and have attached the contacts for each store to this company as well as the parent company however the email trails are not showing up here. 

 

Am i doing something wrong or is this just not possible?

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

Issue with Email Trails

SOLVE

Hi @HJackson25,

 

HubSpot has certain rules for automatic activity association which can't be changed, unfortunately: https://knowledge.hubspot.com/records/associate-activities-with-records

 

You can however always manually associate activities to other company records, this is also explained in the linked article.

 

Best regards!

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

Beratungstermin mit Karsten vereinbaren

 

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2 Replies 2
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Issue with Email Trails

SOLVE

Hi @HJackson25,

 

HubSpot has certain rules for automatic activity association which can't be changed, unfortunately: https://knowledge.hubspot.com/records/associate-activities-with-records

 

You can however always manually associate activities to other company records, this is also explained in the linked article.

 

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 Upvotes
HJackson25
Member

Issue with Email Trails

SOLVE
Thank you for the speedy response!


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