HubSpot Ideas

e_badajos

Control Email Auto Association

When sending emails via the BCC and FWD, emails will auto-associate with the last 5 deals.

 

We have a lot of vendors we associate with deals; when we send an order to vendor A (who could be associated with lots of different, unrelated deals) the order syncs to the last 5 deal records. We would like to be able to control this, or disable it altogether and just manually choose which records are associated with an email forward. 

1 Reply
romi
Contributor | Elite Partner

We have just published this micro app and set of actions to the marketplace. This allows you to remove the association between a record and email or meeting unless a specific token (e.g. job ID or record ID) is found or not found in the activity subject/title or description.

https://ecosystem.hubspot.com/marketplace/apps/marketing/data-management/association-manager-by-inte...

 

(There are also actions for creating and removing standard record associations and association labels).