CRM

RZia
Participante

Syncing activity from Deals to associated Contact

resolver

Hi, 

 

When I log emails or calls in a contact, they transfer to the associated deal activirty, but not the other way around. Emails and calls logged on a deal don't sync to the associated contact. Is there any way to change this? 

 

Thanks

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karstenkoehler
Solución
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

Syncing activity from Deals to associated Contact

resolver

Hi @RZia,

 

When you compose an email (either in the CRM or using the sales extensions), you can choose which records to associate the email with. That's what I'd recommend.

 

Outside of that, it's not possible in HubSpot natively, it would require custom development or an integration to an automation platform that covers this functionality.

 

Best regards!

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

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

Syncing activity from Deals to associated Contact

resolver

Hi @RZia,

 

This is expected behavior, you can find the rules for automatic association here: https://knowledge.hubspot.com/crm-setup/associate-activities-with-records

 

You would have to manually associate the activity with the contact record, as explained further down in that 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.

RZia
Participante

Syncing activity from Deals to associated Contact

resolver

Is there any way to make it so it does it automatically? 

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karstenkoehler
Solución
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

Syncing activity from Deals to associated Contact

resolver

Hi @RZia,

 

When you compose an email (either in the CRM or using the sales extensions), you can choose which records to associate the email with. That's what I'd recommend.

 

Outside of that, it's not possible in HubSpot natively, it would require custom development or an integration to an automation platform that covers this functionality.

 

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.

RZia
Participante

Syncing activity from Deals to associated Contact

resolver

Great Thanks

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