Apr 1, 2022 6:06 AM
Hi, when I send an email from GMAIL with sales extension I see only 3 deals that I can associate and not all those created associated with that contact. Furthermore, the 3 deals I see are the oldest ones (including closed ones) and not the most recent and open ones.
is there any wrong configuration i have set? How can I customize the associated deals?
thanks for the support, Andrea
May 6, 2022 12:18 PM - edited May 31, 2022 11:55 AM
I found this limitation in December 2021. I was told by our representative that the extension will only list the three deals with the longest history, a.k.a the three "oldest" Deals, regardless if they are in a closed stage. It's utterly ridiculous that it at least won't show the three most recent. I have no idea why HubSpot thinks their users would want to associate an email to a Deal that was closed two years ago, instead of one that is currently open.
The issue itself goes back to at least October 2020:
May 6, 2022 3:43 PM
Thanks for your feedback and for sharing this idea from the Ideas Forum. I would highly recommend commenting on your use case in this existing idea as the Ideas Forum is monitored by our Product Team.
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Apr 4, 2022 7:31 AM
Thought I might give it a try as well. 😅
So as far as I know the HubSpot Sales extension allows you to log 3 deals that are associated with the contact. Also, it automatically fetches the older deal there.
Apr 4, 2022 7:49 AM
So you confirm that there is no solution and on GMAIL, Hubspot associates the oldest deals with the contact?
Is there no way to see the 3 most recent deals instead of the old ones that have been closed for years?
Thanks a lot for the collaboration
Apr 1, 2022 5:39 PM
Apr 4, 2022 7:46 AM
Hi, I have read this guide, but the problem concerns only and exclusively sales extension on GMAIL.
When I send an email from GMAIL with sales extension I see only 3 deals that I can associate and not all those created associated with that contact. Furthermore, the 3 deals I see are the oldest ones (including closed ones) and not the most recent and open ones.
Thank you for support