HubSpot Ideas

ALindroos

Remove the association to 5 recent deals when customer replies to an email

Our customer in travel/event business has a problem with deal associations in emails . When they send an email to a customer (from HubSpot), they can choose the deals they want it to be associated with /logged to, and there is no problem with that.

 

But when the customer replies to the same email, the email thread is associated with the 5  most recent deals. This causes confusion when multiple employees handle the same emails and cannot find the right deal.

 

HubSpot support suggested that removing company information from the deal might help, but that causes other problems for our customer.

 

Would it be possible to associate the reply message only to the same deal(s) that the original email was logged to? 

 

2 Replies
GrahameAndrews
Member

We also have the same problem. Our Deals get clogged up with loads of irrelevant information (from emails sent from our customers).

The association to the 5 most recent Deals is a very random way to link Conversations with Deals.

We waste hours un-associating emails from Deals.

AdreannaWeems
Member

This happens when a contact emails and creates a new thread in conversations. Deals become clogged with various unrelated conversations. Very messy! 
Big waste of time to have to remove associations on each email, especially with the "associations" listed that the bottom of each email thread, each thread now has to be expanded in order to remove unrelated object associations.