HubSpot Ideas

brent1

Need to bulk associate Activities with a Deal

Most all other CRMs have the ability to bulk associate, or edit, Activities with a specific Deal. So if I want to go back and link emails, calls, tasks, etc., to a specific deal I currently have to do it on a one by one basis. This should be an easy fix. 

36件のコメント
ELiao
メンバー

Upvoting the idea! I'd really like to use workflow to associate activites with records like deal, can safe a lot of time and energy, thank you!

aaron12
参加者

Upvote here...been 3 years on this one too...Please get this fixed...thank you!

Zaf
メンバー

Definitely need a simple way to do this. Thanks!

JanCramer
メンバー

Big need, crazy how this idea has been in here for 3 years.

GrayMom
参加者

I manage my companies database and I spend way too much time reassociating long email threads with the correct company. There needs to be an option to remove association and add association to multiple emails at once. 

AlexanderPMD
メンバー

This idea certainly gets my vote. It's very time consuming having to manually update associations one at a time. Automatically assigning the logs/activity/associations to an existing deal would save a lot of time and clean up the data.

degreesight_dc
メンバー

Hubspot... do better. 3 years later and no reply. This is killing our tracking, and the fact that I (an engineer) cannot figure out how to link this in bulk even by using your workflows OR third-party apps is crazy.

山本恵理子
投稿者

I agree this idea. I inquired of the Hubspot support center

erica11
トップ投稿者

So manual to have to go & do this! HubSpot definitely needs a way to do this automatically. 

YinonShalev
メンバー | Diamond Partner

PLEASE! PLEASE ADD THIS FUNCTIONALITY! 

🙏

lchoi
メンバー

Yes, please add this functionality. I can't belive it's been over 5 years and this functionality still hasn't been built...

ARivera03
参加者

Not only activity but companies or contacts that are relevant to the deal. Sometimes the AEs forget to do this. It's just for admin and CRM hygiene purposes. 

charliepinker
投稿者

Same here. If I want to associate emails already logged, with a newly created deal, I have to do each one manually.

 

A better solution would be for the whole email thread to be associated when you associate an email. That, plus the ability to bulk select activities to associate, would save a lot of time.

Akwasi
メンバー

it's a bit weird that this seemingly minor change that would make life and workflow so much easier for all hubspot users hasn't been addressed since 5 years

bde_oliveira
参加者

should be out of the box

NStehle
メンバー

Upvoting this idea that would make life SO MUCH easier! So much admin work that could have been put into strategic work.