Possibility to disable automatic association to deals

barthoubn

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.

HubSpot updates
Status updated to: Delivered
Nov 24, 2020

This update is out now to all Chrome Extension customers- you are able to decide default object associations in the settings (https://knowledge.hubspot.com/email-tracking/customize-your-hubspot-sales-chrome-extension-default-configuration-options) as well as specific associations per email (https://knowledge.hubspot.com/email-tracking/track-and-log-emails-with-the-hubspot-sales-chrome-extension). 

 

We are now working on bringing this functionality to O365 and Windows Desktop, please let me know if you have any questions or feedback! 

Apr 6, 2020

Hello Kjell,

 

We are still in planning for O365 and Outlook on Desktop. I will updatet here when we have a clearer timeline.

 

Best,

Flora

Status updated to: In Beta
Mar 12, 2020

I'm glad to be able to reach out today with an update that we will be ready soon to go to beta for this in Gmail. Thank you for all of your feedback and patience. Please fill out the form here to be included in the beta and I will reach out.

 

https://forms.gle/sk196WJ8iFiEBwaw8

Mar 3, 2020

Hello everyone,

 

My apologies about the delay- I understand this is painful for our customers workflow. We have been working on this feature for Gmail and we are approaching beta soon in early Q2 if not sooner. I will post here when we are at that stage and in the meantime, I am happy to talk to anyone.

 

 

Oct 25, 2019

We hear the pain on this issue and are continuing to work on this. I will update this thread again as we get sooner to a specific release date.

 

If there is anyone that would like to chat, please let me know and I will set up a time! 

Status updated to: In Planning
Aug 28, 2019

Thank you for the feedback and suggestions! 

 

We are currently investigating a solution to this and I appreciate the solutions discussed in this thread. We understand this is causing a painful experience in the CRM and if anyone would like to chat with me about their use case, please send me a message and I will schedule some time. 

 

Keep an eye out for further updates here as we investigate. Thank you! 

55 Replies
Status updated to: Delivered
Flora
HubSpot Product Team

This update is out now to all Chrome Extension customers- you are able to decide default object associations in the settings (https://knowledge.hubspot.com/email-tracking/customize-your-hubspot-sales-chrome-extension-default-c...) as well as specific associations per email (https://knowledge.hubspot.com/email-tracking/track-and-log-emails-with-the-hubspot-sales-chrome-exte...). 

 

We are now working on bringing this functionality to O365 and Windows Desktop, please let me know if you have any questions or feedback! 

cjmil
Participant

This is a significant issue for us as well, and we have thousands of associations that are incorrect. I'm not sure that the chrome extension fixes the issue either. Any other updates or potential fixes, please share!

e_badajos
Member

This is causing us significant issues as well (Office 365). Is there a date on when this will be available for Office 365?

romi
Contributor | Elite Partner

Really hoping that HubSpot will release the same Beta Gmail features for Outlook - but even better, allow a manual bcc like almost all other CRM, Helpdesk and Work Management platforms have, e.g. {portalid}+{objectid}@bcc.hubspot.com/1234567+1234567@bcc.hubspot.com - will a panel displayed on each object with the BCC reference - this would make life significantly easier and would also allow far simpler integration to capture communications from 3rd party platforms.

 

However, we have also now built a script as a workaround to this as it was such a critical factor for our clients.

The script will disassociate any emails from Tickets and Deals where the email was not sent from HubSpot or Gmail.

If the email includes the Ticket or Deal ID in the subject line or contents it will not be disassociated

There are also a few other rules to support other use cases

We are currently testing this on our first Enterprise client

 

Please reach out via hypeanddexter.nz if you would like to learn more

azalaquett
Contributor

Hi @e_badajos Check out this idea here: https://community.hubspot.com/t5/HubSpot-Ideas/Allow-custom-email-activity-association-with-Deals-vi...

It is now in planning for O365 Add-In per the HubSpot Product Team. Follow this thread as they will post again when it's in Beta. 

jonathanxavier
Member

This is a very important update in the HubSpot usability. Thanks for releasing for Chrome/Gmail.

I'm very excited waiting for O365 realease.

 

Good luck!

Kaspar
Member

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Scollinsdesacc
Member

Hi @Flora 

I hope you don't mind me reaching out to you directly, but I think you may be able to help or at least offer an update.

 

We joined HubSpot around 10 months ago and since joining we've been unable to fully use HS as a true CRM, the issue we have is around the automatic association of emails to deals.

 

For example, we have a single main point of contact at most of our customers and those customers place multiple orders with us which exist in various stages of the Sales Funnel. As an email from/to the contact is sent/received its automatically attached to a random five deals where that contact is listed.

This causes emails that are about a single specific deal to be attached to other deals that it doesn't relate to causing user confusion and delay.....and I just can't understand why you would want this to happen anyway.

 

As a result, we can't use the email portion of HS for fear of messing up the deals section, we're left having to create manual notes to record important information to the relevant deals and or contacts - not exactly how any CRM should be used.

 

I'm keen to use the full HS email functionality and I've seen some comments from you about a potential future fix, we use the desktop client O365 with the HS add-in.

 

What would be great, would be the ability to choose which Deal an email should be attached to but as a minimum just not auto attaching to any Deals automatically would be a massive step forward and allow us to use HS as intended.

 

Any help, advice or information you could offer would be very much welcomed.

 

Many thanks in advance,

Steve

Brizio
Participant

Looking forward to see this implemented in Office 365 (Outlook Desktop)

I have multiple deals with the same company and the activities streams get all mixed up - quite a mess

Thanks!

 

Fabrizio

Scollinsdesacc
Member

If your still waiting for a fix, it was released in Feb 2021 under a different post 

https://knowledge.hubspot.com/email-tracking/customize-your-hubspot-sales-office-365-add-in

 

And it looks like it works very very well!

We will need to uninstall the outlook add-in and reinstall to get the latest version.

 

Enjoy!

DCardinal
Member

Any updates on the Outlook update?

ACarlaw
Participant

@Scollinsdesacc do you know if there's a way to prevent calendar appointments from auto associating to deals? The settings in the add in prevent emails from auto associating to all deals (which is great) but we still have an issue where calendar is auto syncing to all deals and I can't find how to change that. 

Scollinsdesacc
Member

Ok, I’m yet to have that issue…….so sadly can’t comment but I haven’t seen anything in the settings.

max3
Member

Hi,
which "settings in the add in" are you reffering to, where we can shut off
the auto associating of mails to all Deals?

Would love an answer, since this is something that drives me crazy, tbh!

amyleopold
Participant

Any updates on when this will be solved for the Outlook Desktop Add-in? I can't find any articles on how to not auto-associate deals using that add-in. 

Thanks!

Amy