Hello!
I have recently run into a problem that I was hoping the team could eventually try to tackle.
First, this Idea is all because of another requested feature that is not yet available - the ability to control Activity associations from Inbox and Help Desk Emails.
Currently, Support/Ticket related emails do not follow the Activity Association Defaults I have set for all emails, which is to tie to the Primary Company only. They still auto associate to 5 Open Deals, which seriously skews our "Number of Contact Attempts" metric, and we use that quite a bit for our Sales Team Members.
In an attempt to get a more accurate Activity count per deal, that leads us to my suggestion today: Being able to Control Owner Assignment Notifications generated by Workflow Actions
I have a workflow in place, that triggers anytime a new activity is logged to a Deal. When triggered, the workflow copies the activity owner into a temporary Deal Owner field, and checks if it's the same name as the actual Deal owner and only updates a Custom 'Number of Contact Attempts' field if the temp owner matches the actual Deal Owner. Once the check is done, (about 2-3 seconds) it wipes the temporary owner. This creates a true count of activities logged by the Deal Owner only.
The issue:
Because some of my users have the HubSpot Notification preferences to receive emails when a Deal Object is assigned to them (which I don't want them to turn off), combined with tons of emails auto associating to open Deals from Support tickets, users are now receiving a lot of notifications from this workflow of the temporary Deal assignment, and trying to act on them as if they are being assigned a Deal.
I don't want them to turn off their real Deal Assignment notifications, as they still need to receive those for their actual Deals, but I want to stop this workflow temporary owner assignments from sending that notification, as they are not actually being assigned anything.
Having a way to tell a Workflow to not send anything regarding it's actions, even if a user has Ownership email notifications turned on, would be so helpful, as I have spent days just trying to reply to emails from my team asking about these.
OR, even better, give us the ability to control Inbox/Support email activity associations so they don't tie themselves to absolutely everything in the CRM and I won't need this Custom count at all. 😂
I appreciate anyone's input on this!
Thank you!