Select which Deal to log an email to when a contact is associated with multiple Deals

Need an option to limit the email logging to a specific deal associated to a contact rather than all deals. When you have an account where you do multiple deals every email associate to the domain goes into every single deal.

 

Another aspect of this through parent-child relationships and allowing deals to be associated with one child so that the email can be logged appropriately.

HubSpot updates
Select which Deal to log an email to when a contact is associated with multiple DealsHubSpot Product Team
changed to: In Planning
04-11-2017

We are currently actively working on allowing users to explicitly associate engagements with contacts, companies and deals. 

Select which Deal to log an email to when a contact is associated with multiple DealsCommunity Manager
changed to: In Beta
10-25-2017

Hey all,


The ability to associate activities (notes, one to one emails, calls, meetings) with deals is now In Beta. So that, rather than having
every activity roll up from associated contacts and companies to deals, users can now choose which deals each activity should be attached to.

 

As an added bonus, deal properties based on activities (e.g. last contacted, last modified) will now update based on activities associated with the deal from contact and company records.

 

When logging or executing an activity on a contact, company, or deal record --- leaving a note, writing an email, making a call, logging an activity, creating a task, or scheduling a meeting --- you’ll have a new association bar to work with:

 

 

The tags in this new association bar denote where the activity will appear. If you associate a call with the contact “Andrea Tarrell” and the company “Configero” this call will only appear in the timeline for those two records. Using the dropdowns and X icons, you add/remove records that are associated with the record you are currently on.

 

These features are currently in a private beta, once live they will be available to all customers. Stay tuned to this post, notifications in your HubSpot account and here on our product updates blog.

Select which Deal to log an email to when a contact is associated with multiple DealsHubSpot Product Team
changed to: Delivered
08-30-2018

Hi everyone,

 

Apologies for the delay here, but this actually went into production in November of 2017. When sending emails or logging activities from the CRM, you can choose which Deals and Companies should be associated with that object, per the screenshot that @roisinkirby posted in the beta announcement. More information can be found here: https://knowledge.hubspot.com/articles/kcs_article/how-do-i-associate-an-activity-with-a-specific-contact-company-or-deal-record

 

We have long-term goals to add this functionality to email clients but don't have a timeframe on that right now.

49 Replies
HubSpot Product Team
HubSpot Product Team
updated to: In Planning

We are currently actively working on allowing users to explicitly associate engagements with contacts, companies and deals. 

jordan_yocum
Regular Contributor

In addition to this, we have recurring clients. It would be nice to be able to make a recurring deal. 

DutchMango
New Member

 Not sure if this is the right way to upvote this requirement but we would also appreciate being able to log an email to a specific deal.

andyb
Regular Contributor

I completely agree. Sometimes you also get one email covering multiple 'deals' - this needs to be linked to more than 1 deal and more than 1 contact in HS please.

mboyce
Occasional Contributor

Thanks for having this "In Planning." I have a client too that would greatly benefit from being about to filter / log emails to a specific deal. Thanks so much, Marion

scotts
Occasional Contributor

I feel this is a must have for anyone that has multiple deals for a specific client.  We have a lot of repeat customers, to sort thru a timeline and make sure that what you are looking at is for the deal you are working on is cumbersome and time consuming.  Especially if you are working from a tablet or phone in the field.

ORunnals
Occasional Contributor

I know this feature is in planning, but I think in your development you should consider this thread as well: https://community.hubspot.com/t5/HubSpot-Ideas/Filter-Customize-Data-Displayed-in-Deal-Timeline-e-g-...

 

Thanks!

Owen

Nicki1
New Contributor

 Upvote from me - it seems like a big drawback in the current toolset to have to see all activities in the company's or contact's timeline when looking at a specific deal. We have multiple deals with individual companies and it's a big job to hunt through the timeline to find the information you're looking for in relation to the deal.

rlomidze
New Contributor

I think adding this feature to CRM is absolutely neccessary. We have partners, who bring us deals, and also we are upselling to the recurring clients. As time passes, deal timelines become more and more confusing. I am sure that all other users with similar process are as much confused and frustrated as we are!

 

Can you please tell us when adding of this feature is planned approximately?

carolenytander
New Contributor

I heard you will develop this, great! Smiley Happy