Tracking / linking emails to Deals

[DElliott]

Why cant we track or link emails to deals not just contacts? 

[GavinWiener]

I found a bit of a personal work around.

I use Zapier and the Workflow automations a lot to create deals.

I created another proerty called "email" for Deals.

And I "copy over" the email from the contact when I created the Deal.

Definitely not the ideal approach, but it was the best I found find without HubSpot offering it  🤔

[kvlschaefer]

Thank you for sharing this workaround with the Community, @GavinWiener! 😊

[karstenkoehler]

Hi @DElliott,

Emails can be associated with deals. On a deal record, for example, you can use the icons in the top left corner to compose an email which will then be associated to the deal, see also here.

If you want to do this for emails which have already been sent and are logged to a contact record but not a deal, for example, you can establish this association manually: https://knowledge.hubspot.com/crm-setup/associate-activities-with-records

You can also see in the table here that emails will automatically log to deals, permitting that contact and deal are associated correctly.

Hope this helps. Let me know if you have any follow-up questions!

[DElliott]

Thanks for getting back to me Karsten,

I am trying to log emails to specific deals. At the moment when an email logs to a contact it logs in all of the deals that are with that contact. This makes it very hard to look for the email that is relevant to the selected deal. Our contacts often have lots of different deals at the same time. I cant seam to do this?

[karstenkoehler]

Hi @DElliott,

Can you please share how exactly you're sending emails? (HubSpot App, HubSpot Sales extension for Gmail etc.?)

[DElliott]

In Outlook.
I am logged into HubSpot and "track email" & "log email" are both ticked.
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[karstenkoehler · Accepted solution]

Hi @DElliott,

In the HubSpot Sales extension for Outlook, you can select which deals to log an email to, see the gif right below "Select the checkboxes next to the records to log the email to" here: https://knowledge.hubspot.com/email-tracking/track-and-log-emails-with-the-hubspot-sales-outlook-des...

Best regards

[DElliott]

Fantastic. Thank you so much.

How do I do it to emails I receive?

[karstenkoehler]

Hi @DElliott,

You can follow these steps to change how an activity is associated: https://knowledge.hubspot.com/crm-setup/associate-activities-with-records#associate-an-existing-acti...

As far as I know, this can't be done from Outlook.

Best regards!

[kvlschaefer]

Hi @DElliott,

Thanks for reaching out!

Are you inquiring about how associations work with HubSpot and external email clients or are you seeing an error? The more information and screenshots you can include, the better the Community can assist on next steps.

Thank you,

Kristen