CRM

RZia
Participant

Syncing activity from Deals to associated Contact

SOLVE

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

Syncing activity from Deals to associated Contact

SOLVE

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
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Syncing activity from Deals to associated Contact

SOLVE

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
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.

RZia
Participant

Syncing activity from Deals to associated Contact

SOLVE

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

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Syncing activity from Deals to associated Contact

SOLVE

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
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.

RZia
Participant

Syncing activity from Deals to associated Contact

SOLVE

Great Thanks

0 Upvotes