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.

51 Replies
DDeZeeuw
New Contributor

This should absolutely be pushed to a more urgent status. As someone who is considering switching to Hubspot, this is a MAJOR drawback. I would be incredibly frustrated having paid for a feature (easily log and track emails) that in reality complicates things further! This is a MUST FIX oversight.

ACowell
Occasional Contributor

This is the A-#1 Top Complaint at our company.  Why has the update to add this option been put on the back burner?

I understand some types of companies like having the current setup, but for a company like ours, dealing with multiple contacts on hundreds of deals per year, we need the option to limit how much information is on each deal.

emcosenza
Occasional Contributor

This is a total Catch 22 for companies with multiple people on different deals. If you don't add a person from your company, you can't tag them in notes and other things on the deal. If you do tag them, then every deal they are involved in gets tagged with every deal and you have to manually delete them all. This is why I don't recommend using Hubspot. I needed a CRM for our other company and I chose Zoho even though it's not as pretty as Hubspot, it is much easier to use in this regard. 

pverma
Occasional Contributor

Can you please add me to Beta? Also, do you choose the deal when seeing the email through Service Hub?

ACowell
Occasional Contributor

@roisinkirbyHow far out is the full launch of this feature?  Is there a way my company can be added to the Beta testing group?

Yazz
Esteemed Contributor

In case some of you did not know, you CAN do this but WITHIN HubSpot.

 

If you send an e-mail using the HubSpot UI it allows you to pick and choose what record you'd like to associate that e-mail with. The biggest issue is that it does not work via Outlook 365 (nor Outlook for Windows).

 

However, if you use Outlook 365 and e-mail from within HubSpot, it automatically places the e-mail into your Outlook sent folder as well as the Record's timeline. Upon receiving a reply, you'll see it in both the Outlook Inbox Folder and the Record's timeline. I would then suggest to e-mail from within HubSpot if you would like to keep track of where to associate it to, otherwise, even if you have the Sales Tools Add-On, it will not allow you to segment the association, rather it will simply log to CRM into the Contact Record, and if the Contact Record is associated with a Deal, Company, and now Ticket, you will see the e-mail across all Records.

 

I would recommend HubSpot extend this feature to Outlook users as well.

 

Hope this helps.

ChrisH75
New Contributor

This would be a creat feature

arklight
New Member

We manufacture commercial furniture and have the situation where an interior designer can be associated with a number of Deals for different companies. Being able to associate emails to or from the interior designer that relate to only a specific Deal would remove the clutter of multiple emails sent to the one interior designer populating every Deal the interior designer is associated with. By this I mean when sending an email to the interior designer from their contact name in the specific Deal and having that email along with its response log only to that specific Deal will save users time, frustration and enhance Hubspot’s reputation in the CRM community. Kudo’s to roarkjanis!

 

How much longer will roarkjanis' idea be in beta? Can the Hubspot community be given a definite time frame?

HubSpot Product Team
HubSpot Product Team
updated to: Delivered

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-co...

 

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

DewBob
New Contributor

@jsg121 - I appreciate that this went into the HubSpot UI in November.  That is nice, although still somewhat lacking as the default is to still associate with all deals and then require user to remove...  (You should really have an option for that as I am sure some companies will want to operate that way, but it is definitely and issue for us and many others I have seen comment.)

 

The real issue is extending the functionality to the inbox integration.  You already have it where I can pull canned sequences, templates, documents, snippets, meetings, etc...  I just want the ability to chose the deal I want to associate with... and I don't want it to default to all deals.  This is impotant because you do not have a way to check or monitor my email inbox within HubSpot.  Sometime emails are initiated by clients and I should be able to associate an email chain one time to the appropriate deal and then have all folllowing replies within that chain associate correctly.  This is really a basic function of CRM dating back to the olden days of ACT!, GoldMine, etc.  

 

I am honestly quite shocked this went to market without this basic functionality.