CRM

DBillings
Member

email association to a deal

SOLVE

is there now a means to associate an email sent from Outlook to a specific deal among multiple deals associated with an individual contact? is this available in paid version.

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CateDuarte
Solution
Top Contributor | Elite Partner
Top Contributor | Elite Partner

email association to a deal

SOLVE

If you have the Outlook/Gmail extension you can directly associate which records to associate to each email, Deals included. 

 

This might help: https://knowledge.hubspot.com/email-tracking/track-and-log-emails-with-the-hubspot-sales-outlook-des...

 

Catarina Duarte

Senior Consultant | Periti Digital
Email: cduarte@peritidigital.com

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1 Reply 1
CateDuarte
Solution
Top Contributor | Elite Partner
Top Contributor | Elite Partner

email association to a deal

SOLVE

If you have the Outlook/Gmail extension you can directly associate which records to associate to each email, Deals included. 

 

This might help: https://knowledge.hubspot.com/email-tracking/track-and-log-emails-with-the-hubspot-sales-outlook-des...

 

Catarina Duarte

Senior Consultant | Periti Digital
Email: cduarte@peritidigital.com