Change Associations in Outlook

MGarvey

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.

HubSpot updates
Status updated to: Delivered
Feb 24, 2021

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

7 Replies
SMangalick
Member

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
Member

Great idea, this would be useful!

KEarling
Member

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

KSilipino
Member

EXCELLENT

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

benesch_e
Contributor

@Flora 

 

will this feature be available with a Microsoft Exchange account?

LPereira3
Participant

@Flora 

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