HubSpot Ideas

ILim

Default associations when crafting emails on Custom object records

Hey team, it would be great if we could have contacts/companies/deals that are associated to a custom object record show up as default associations when we craft an email on the custom object record.

 

Currently only the association to the custom object record itself shows up, and it requires a lot of extra work to manually find and associate the contacts/companies/deals that should be associated to that email.

 

Thanks!

5 Comentarios
JToft
Participante

Yes please!

angara
Participante

Yes this is so important

ChrisBreitbach
Miembro | Partner nivel Elite

Yes, please, badly needed!

ARBatty
Miembro

nbabite@When crafting emails on custom object records, default associations typically refer to pre-defined relationships or connections between the custom object and other related records within the system. These associations can vary depending on the specific requirements and design of the custom object and its relationship with other objects in the database.

mpouliot_raka
Miembro | Partner nivel Diamond

+1 We use custom objects to track our services and would appreciate the default association of contacts when crafting an email