CRM

TWinter2954
Member

Note/Call/Meeting Auto Association

SOLVE

When a contact is associated with a company, and you want to add a note/meeting/call specific to that contact it automatically associates it to the contact and the associated company.  Is there a way to remove the auto association?  I would rather have it associated only with the contact and add the company, deal, ticket, etc. as needed.

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

Note/Call/Meeting Auto Association

SOLVE

Hi @TWinter2954,

 

There is unfortunately not. HubSpot follows these rules for automatic association: https://knowledge.hubspot.com/crm-setup/associate-activities-with-records#automatic-activity-associa...

 

If you want a different behavior, you would have to manually change the association.

 

Other users have requested this before: https://community.hubspot.com/t5/HubSpot-Ideas/Control-timeline-activity-associations-to-associated-...

 

I'd recommend upvoting and commenting. The product team reviews these requests based on their popularity. You can also help others find this request more easily by accepting my reply as a solution. I'd appreciate it!

 

Have a great day!

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.

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

Note/Call/Meeting Auto Association

SOLVE

Hi @TWinter2954,

 

There is unfortunately not. HubSpot follows these rules for automatic association: https://knowledge.hubspot.com/crm-setup/associate-activities-with-records#automatic-activity-associa...

 

If you want a different behavior, you would have to manually change the association.

 

Other users have requested this before: https://community.hubspot.com/t5/HubSpot-Ideas/Control-timeline-activity-associations-to-associated-...

 

I'd recommend upvoting and commenting. The product team reviews these requests based on their popularity. You can also help others find this request more easily by accepting my reply as a solution. I'd appreciate it!

 

Have a great day!

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.