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Generally, activities logged on a deal record will be automatically associated to the record's associated company.
Generally, activities logged on a ticket record will be automatically associated to the record's associated company.
There are a few exceptions to the above. For example, an exception is that emails sent and calls made from any object record will also be associated to the relevant contacts that were being emailed or called.
It would be awesome if we could have a toggle that allows users to be able to toggle automatic association of all activities for the associated contact/ company, or specific associated deals/ tickets.
I don't understand why the configuration you have in "Email Log and Track Settings" doesn't apply to the who platform. For now it is only the add-on you have installed in the email client.
Same problem here... The assumption of 5 associated objects makes no sense at all.
We have a partner sales team where just one single partner can have 100+ contacts and 50+ open deals... When a sales rep creates a meeting with a number of partner representatives it randomly creates deal associations to whatever happens to be the last 5 open deals without any way for us to control it. This creates a lot of work for our sales reps to clean up the mess afterwards. If nothing else, then decreasing the automated association to only the last open deal would be a whole lot more rational solution than 5 latest open deals.
Testing the current beta it seems like it is only available for natively created activities. It would be perfect if we could automate associations for activities logged via API as well, such as notes or observations
It would be great to have an addition to the current custom settings: Lead object associations. Especially, when logging an activity on a Lead, right now it is necessary to manually associate the company to the activity. It will save multiple clicks when the activity is automatically associated to the companies that are associated to the Lead.
Bumping up this idea. While it's great timeline activity is updated when activity is logged in HubSpot, this update misses out on the most-often used channels for us: emails logged from Outlook and meetings logged via meeting links. Please update so that automatic association settings are applied to these channels as well!
Not being able to handle and control default associations is highly problematic. The core functionality of a CRM system - providing a clear overview - is compromised. Associating contacts across five deals, or even just the last open deal, makes no sense at all. In fact, I would go as far as to say that this severely limits HubSpot's usability as a CRM.
Association clutter is the exact opposite of what a sales team needs.
From my side, my recommendation to our admins and management is to reconsider the overall use of HubSpot. As things stand, I will have to revert to my previous tool, Podio, for CRM usage, which would disrupt the company's roadmap and strategy—simply because HubSpot's current functionality prevents me from maintaining a clear and structured overview of communications and deals.
Agreed. While I like Hubspot in general, the associations nightmare negates any of the positives. Had this been known prior to implementing, we probably would've reconsidered our direction.
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