HubSpot Ideas

barthoubn

Possibility to disable automatic association to deals

We have set up integration of Hubspot CRM with Gmail.

 

If one of my colleagues emails a contact, this email is automatically associated with the last X open deals where this contact is connected to.

 

For us this does not make sense at all. Let me give an example:

 

Company ABC has 10 deals running with us. 5 of those 10 deals are associated with contact Jeff.

 

If one of my colleagues now sends an email to Jeff about a warranty issue totally unrelated to any of these 10 or 5 deals Hubspot automatically associates this email with the last X open deals associated with Jeff.

 

I don't even see when this automatic association would make sense? 

 

So I vote for have an option to disable this automatic deal association asap. 

 

At this moment our CRM is a total mess because of this and that is the opposite of what I wanted to achieve with this CRM.

86 Replies
Neil_C
Participant

Agree with everything here, this needs to be corrected 

 

When creating a note, email, task etc it should - by default - ONLY associate itself with that record

 

Adding additional objects for association should be done by the user

 

Or, if anyone is mad enough, have it default to associate against multiple options as an option in the settings

ASeymour52
Member

This is causing so many issues - why does hubspot not turn off the association for every note - it should only associate when specifically selected.

HeatherR
Member

This needs to be sorted ASAP. Our CRM is also a total mess because of this.  OUr internal sales members and BDMS are getting VERY frustrated because of this.  this needs to be a opt in pop up for each activity or something. THIS is causing total confusion on our deals. When you dealing with the project industry it is not common to have one person from a firm dealing with several different deals at the same time, as well as talking to several of your colleagues on unrelated issues.

 

PLEASE CAN WE HAVE SOME TRACTION ON THIS not a good upgrade Hubspot.

DLediard
Member

I would also like to take the automatic associations completely OFF. Many many open deals with one contact is a true nightmare. 

BDiFabio
Member

I also would like to turn the automatic associations. It makes a big mess of our deals and the way we manage them. Thanks!

AGran
Participant

Looks like this has finally been done, there is a beta now around. Haven't seen an annoucment, though. Just asked to participate in the beta. See here:

https://community.hubspot.com/t5/Tips-Tricks-Best-Practices/Auto-association-of-notes-or-all-activit...