HubSpot Ideas

MGarvey

Change Associations in Outlook

When sending an email from within a deal, we have the option to associate that email with only the desired deal (by unchecking the rest).

 

It would be immensely helpful if the same feature was available through the Outlook extension. Currently when it's sent/logged through outlook, the email thread is being associated with every deal in which that contact is also associated. This is not ideal as when multiple deals with the same contact are open.

 

Thanks.

8件のコメント
SMangalick
メンバー

SO incredibly frustrating that you have to go into Hubspot and uncheck all those boxes. Takes way too much time. You should have the choice of where to log it from within the Outlook desktop app.

BReese
メンバー

Great idea, this would be useful!

KEarling
メンバー

This is a great idea, and would help out immensely!

KSilipino
メンバー

EXCELLENT

ステータスに更新: Delivered
Flora
HubSpot製品開発チーム

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

benesch_e
投稿者

@Flora 

 

will this feature be available with a Microsoft Exchange account?

LPereira3
参加者

@Flora 

Flora, would you know if this is being worked on for the Outlook desktop app? This is really urgent.

MherfelPCN
投稿者

@Flora - I went through the settings and actually prefer to leave everything on. Is there a way to turn off the auto check for closed deals? It associates all deals even if they are 2+ years old. It would be great to not have to uncheck those boxes. Is this possible?