Segregation of logged emails in different leads (same contact)

JTarragó
Member

Hello

 

From the same given contact, a few different leads are created in our organization.

 

Can I log a specific thread of emails into a specific lead, without logging this same email thread into the other leads where this contact is also involved?

 

how to do so ?

 

0 Upvotes
3 Replies 3
webdew
Top Contributor | Diamond Partner

Hi @JTarragó ,
What you mean by contacts and leads here? In the HubSpot we have four objects: contacts, companies, deals and tickets. If you are storing your contacts information in teh contacts then for every contact, you can create/login a threa email. Check this article here: https://knowledge.hubspot.com/contacts/manually-log-a-call-email-or-meeting-on-a-record

Hope this helps!


If we were able to answer your query, kindly help the community by marking it as a solution.

Thanks and Regard.

0 Upvotes
JTarragó
Member

Hello. Thanks for your comment.

 

I can see the option of logging an e-mail thread with a contact in a LEAD.., but it's a rather manual process.. and is not sync with Gmail (our email server)... With this method, I basically need to copy-paste the content of that email manually into the lead.

What I want to do is:

 

Customer A brings a few leads to our company.: Lead 1, Lead 2, Lead 3.

 

We have a few email threads with this customer about different Leads (projects). Eg. e-mail thread 1 (about Lead  1), email thread 2 (about Lead 2), etc...

What we want to achieve is to log the email threads separated in leads. So we can see this in our leads pipeline:

- Lead 1 is linked to customer A, but only e-mail thread 1 is logged in Lead 1
- Lead 2 is linked to customer A, but only e-mail thread 2 is logged in Lead 2

etc....

 

I guess that's not possible.., so we'll have to go the manual way.., but wanted to ask here first.

 

j

0 Upvotes
ThreadsHelp2018
Top Contributor

Hi,

We recently developed an integration to create a work around to this. It's still in beta. You can find us on the App Marketplace or please feel free to drop me a DM as HubSpot no longer allow links in messages on this forum! 🙂

 

0 Upvotes