Allow custom email activity association with Deals via Outlook

Ok, HubSpot! You've done it for your Gmail users - and your Outlook users would greatly appreciate some love. 

Please create the ability when sending an email via an Outlook connected Sales inbox to CHOOSE which Deals the email gets associated to. Today the behavior is: that HubSpot automatically associates to the related company and the 5 most recent Open Deal records. This is leaving many companies having to manually disassociate the incorrect email activity from Deal records they have nothing to do with. Just check out the many threads and RECENT 2020 posts on those threads and HubSpot continues to provide no update! 

 

Applications: Multiple Deals with the Same Company where certain Contacts are involved on 1 Deal, but not others, Any Company with Partner relationships 

22 Replies
Occasional Contributor

Agreed.  I had submitted this idea years ago.  I understand that an Outlook client and a Gmail client look differently and there may be difficulties in how to complete this task, but I think the most frustrating part is not having any input on why it is difficult or why it is taking so long.  A general explanation would be better than crickets.

 

I also realize that your key target market might be your Gmail clients.  I get it, I run a business and you have to have laser focus on your target to create the best product.  However, I hear these commercials on different radio shows and I just think to myself, put the effort and money toward incorporating Outlook clients and all of a sudden you have opened up the vast majority of corporate America as a user base which will by its nature create a recurring revenue stream that you can only imagine having.

 

At least provide an update is my request.

Occasional Contributor

I agree! This is an essential feature (such a waste of time and makres adoption a lot harder if users are expected to disassociate emails from deals!) This happens a lot when you have customers with a lot of deals! Would appreciate an update too.

Regular Contributor

This really is essential. @jsg121 do you have an update on this please?

New Contributor

Agreed. We would also like to have the same feature. We have multiple deals with any one contact/company. 

Occasional Contributor

Agreed!  This is the greatest complaint our company has.  Existing HubSpot users need to be taken care of.  Everytime HubSpot adds a new feature, but doesn't improve on or fix the existing issues, they imply that they don't care about faithful clients.

Occasional Contributor

We have the exact same problem and its slowing our employee engagement in Hubspot. Sending out from Outlook it would be gresat if the Hubspot tool bar coudl allow the user to tick select which deals of that specific contact the email should be linked to. 

New Contributor

Deperately need this.  Come on hubspot!

Occasional Contributor

We have just implemented HubSpot and I'm so upset to learn about this issue with Outlook. It honestly would have factored into my decision making had I known this at the time, as this is a major pain point for our sales team now. Please please fix this HubSpot!

Occasional Contributor

Hello, we are now getting to the point that we are spending more time telling users that use the Outlook extension or BCC  to clean their emails conntected to irrelevant deals or tickets in hubspot than actually doing work. We have so many problems with dirtly records that confuse the user experience that we are seriously considering leaving emails out of hubspot and disconnecting our server. The consequences of this could be very negative for our sales team but I think it woudl actully save time finding things compared to this.

Regular Contributor

Completely agree with you @William_Clayton 

Hubspot - can we have an update please?

Occasional Contributor

Agreed 100% on this.

 

Our CS team is mostly using Outlook as it has some advantages for their specific needs and workflows.

Telling people to "just use GMail" is not an option here.

 

Still we need to have HubSpot as the single source of truth for all information that is relevant for a specific deal.

This is really blocking them from adapting HubSpot more enthusiastically.

New Contributor

SO MUCH NEEDED !!!

Occasional Contributor

Agreeed, really needed!!! 

Status updated to: In Planning
HubSpot Product Team

Hello everyone,

 

We are currently working on building this for our O365 Add-In. I'll post here again when we are closer to the beta. Please let me know if you have any feedback on the product or other thoughts at flora@hubspot.com.

 

Thanks all! 

Regular Contributor

Awesome - thank you Flora! 

Occasional Contributor

Completely agree with this suggestion.  In general, the Hubspot Outlook Add-In could use some help.  Salesforce is years ahead of Hubspot on this.  Hubspot's current auto-generation of leads, contacts, etc creates alot of bad data in the CRM.  It would be great to have options in the email side bar for each email that allows you to (1) select which recipients you'd like the email linked to in the CRM, (2) Ask if you'd like a new Company/Contact created for any unrecognized email addresses in your email, (3) give the option to either sync with particular leads or simply create a new lead.  All of this functionality has been standard practice in SalesForce's Outlook Add-In for years.  For now, we have to settle on the Add-In auto-generating new contacts/companies and syncing with the wrong leads, just makes for a lot of manual data clean up after the fact.

Occasional Contributor

This issue is probably the most critical for our users. I'd love a general idea of when the beta might be available for testing. 

New Contributor

This is an absolut must-have. Can't believe this is not working like in Gmail since the very beginning. We decided not to use the add-on until this is solved. Gets us in more trouble than it solves

Regular Contributor | Platinum Partner

+1 waiting for it 🙂

New Contributor

We are dealing with the same issue and it is a huge pain for us. This needs to be resolved - it is making us second guess choosing Hubspot because of the manual steps required and the countless incorrect / automatic assocations this issue is creating.