HubSpot Ideas

RebeccaAM

Associate conversations inbox with a company (or deal)

It would be awesome if we could assign a specific conversations inbox to a specific company so that any time we send an email on a job/ticket associated with that company, their email is the default "from" email. We correspond through many different companies so it is crucial to do everything we can to eliminate the possibility of human error (in selecting the wrong "from" address) which can lead to confusion or losing a deal.

7 Replies
ACutler
Member

Yes. It would be great if we could make this happen @hubspot 

BAhlborn
Member

I agree with this request. many of the emails that come into the inbox are not associated with a company and I would like to tie them to the company after they have arrived. It seems odd that you can associate a company to an email chain from Gmail but not once it is in HubSpot. 

netaffinitymaja
Contributor

It would be great to be able to updat ecompay section of the conversation within conversation itself without the need to going to the contact and associating contact with company

LvanAsch
Member

Please yes!

AndreBartelt
Member

This would be very helpful! We really need this function to reduce time waste with manual assignment in between conversations and deals! 

 

artamlsusan
Member

Please implement this feature! It's difficult to know where a conversation is without going into a contact's 'activity', so it's wasting time and occasionally results in us sending an extra message.

Marco_M
Participant

We also highly upvote this feature regarding the association of new e-mails to a specific existing deal (not to all deals of a contact or company)! So far clicking on deals gives only a messy overview on the past communication (it usually shows all or maybe nothing, depending how/when deals are created).  While working with the inbox, it is not possible for our employess to associate an email to a specific deal. However, we have customers with multiple projects/deals and this makes it hard to have efficient deal-based working procedures in our company. 

And, unfortunately, the work-around is too inefficient: One has to click on the company instead, find the email there, click on the bottom right to chose the deal object and then to associate the email to a specific deal. Also this suggestion is 2 years old - what is the plan for its implementation?