Loging Activity against a company or contact?

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Occasional Contributor

Hi

 

I was wondering what is best practise for using Hubspot?

E.g I am having a conversation with a contact via LinkedIn - I grab a copy of the conversation to paste into Hubspot

Should i log this against company activity or contact activity or both?

Trying to avoid double entry, but i assume a company activity log doesnt cross reference with a contact at the same listed company to display in the overall company activity?

Any suggestions?

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HubSpot Moderator

Hi @AdhinataNotes, Tasks, and Marketing activity will not carry over to the associated company's timeline. Only sales engagements (CRM emails, calls, meetings, and logged activities) will carry over to the associated company's timeline. 

 

For more information, check out this article: Why is my contacts activity not appearing in the associated company timeline

 

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3 Replies 3
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Community Thought Leader | Diamond Partner

Hi @Adhinata

 

All activites logged against a contact will also show on the associated company's timeline. Therefore it makes sense if you apply your linkedin message copy to the contact record. 

 

Hope this helps.

Phil Vallender | Inbound marketing for B2B technology companies
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Occasional Contributor

Hi Phil 

 

So you would always recommend any company correspondence be recorded against the contact?

is there any reason or cause of why i would not see this in the company timeline?

I have a contact associated with a company (his email address is a different domain to the associated company domain)

I recorded our conversation as a note - do i need to log it as an activity?

i dont see the conversation as a note on the company timeline

also i cant remember if the note was added before or after the contact was associated with the company - do i make an assumption that the association needs to be in place before the note is added?

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HubSpot Moderator

Hi @AdhinataNotes, Tasks, and Marketing activity will not carry over to the associated company's timeline. Only sales engagements (CRM emails, calls, meetings, and logged activities) will carry over to the associated company's timeline. 

 

For more information, check out this article: Why is my contacts activity not appearing in the associated company timeline

 

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