Be able to edit associated records within the Outlook/ O365 plugin

theovencook

Currently when you send a logged/ tracked email within the outlook client, it get's assigned to:

  • The contacts you've sent to, in the email
  • The companies these contacts are associated with
  • The most recent 5 deals/ tickets they are associated with

This is frustraighting when you're emailing supplies (or customer) about 1 project, and they are associated to many different projects. You create a lot of noise on irrelevant projects.

 

What I propose:

The "associate record" button that you can use when sending an email from within HubSpot, shows up within the outlook plugin - and it allows you to choose which records you wish to associate this email with.

 

2 Replies
Status updated to: Delivered
Flora
HubSpot Product Team

Hello all,

 

Thank you for your feedback! This feature is now live to all O365 Add-In customers and we have documentation here on the settings and how to use it when composing emails

https://knowledge.hubspot.com/email-tracking/track-and-log-emails-with-the-hubspot-sales-office-365-...

https://knowledge.hubspot.com/email-tracking/customize-your-hubspot-sales-office-365-add-in

 

Please let me know if you have any further questions! 

 

Best,

Flora

DNascimento1
Member

This functionality doesn't work in Outlook Desktop.

Is there any enhancement scheduled for Outlook Desktop?

These options are just what i need.