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

roarkjanis

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
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 currently working on bringing this functionality to O365 and Outlook Desktop. Please let me know if you have any questions or feedback! 

Apr 16, 2020

@Yazz 

 

Yes, this is something currently in planning. I will post closer to when we have an update on this! 

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

Nov 14, 2019

My name is Flora Wang and I am the Product Manager of the HubSpot Sales Extensions. We've heard the feedback and understand that this is not currently a great expereince for our extension and CRM users. My team is actively investigating a solution for the Chrome Extension and I will update here as we work on delivering a better experience. Thank you! 

Re: Select which Deal to log an email to when a contact is associated with multiple Deals - changed to: Delivered
Aug 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.

Status updated to: In Beta
Oct 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.

Status updated to: In Planning
Apr 11, 2017

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

75 Replies
DrewEconsys
Member

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

April 2017

Please provide status update @Sophie_Higgs 

 

We have issues with emails being associated with multiple deals. I put a screen shot together for this.Screen Shot 2019-05-16 at 4.04.26 PM.png

 

Our company has several cases where one contact is involved in more than one deal at a time. The extensive email exchanges that can occur on one deal, greatly confuses the timelines for the other deals. Several of my users complain about this regularly.

 

My idea! When i add contacts to this email, can the Sidekick or the Ribbon show me the “potential” Deals that this email will be tagged on? And if yes, can I check boxes for the Deals that I want to see this email associated with?

 

assersmidt
Member

2,5 years later this is still not available.

 

We mainly use Gmail to log emails from as everyone lives in their inboxes. The problem is that the activity feed data on the deals becomes more or less useless exactly because of the above problem: if the same contact is associated with multiple deals (which most of our sales cycles are) then the emails go on all deals which they are associated with.

 

I simply cannot grasp how this is not available yet. I literally remember checking this thread over a year ago, and still no update. Very disappointing.

ecosenza
Participant

This is available now, but it's a cumbersome process. If you go to each email and click on the records associated with it on the top, you can search and select and de-select deals and contacts and companies that the email is attached to. I recommend going to the contact's records because then you'll see everything from that person and can make sure that every email has at least the company (and usually a deal) on it. Repeat for each person in the deal. You can also remove emails from deals they don't belong to by unchecking the boxes. 

DrewEconsys
Member

@ecosenzaThanks for the reply. I am aware of what you're suggestin but that is exactly what I am trying to find a fix for.  That process is cumbersome and requires my busy sales and account management users to manually adjust something that could/should be available from the SideKick tool.

Also, if it's forgotten until after a recipient replies to an email thread, all future replies on that thread will need to be fixed manually as well.

veronicagonz
Member

So there's the option in contact record to associate all the emails to specific deal....Good but time consuming....

Also, when writing an email through Hubspot you can associate the email to a specific deal.... Good....

But most important, how can you make this association when writing the email through Outlook?

 

JelleL
Member

Hi Team Hubspot,

 

I have been working with Hubspot 1 year now and this is still my number one frustration.
I work with a network of resellers who are my contacts in 
hubspot, but they own like 50 deals each. now every contact I have with these reseller reps goes into every single deal they own.
You can imagine how to message the activity feeds look right...
We are not a big companies, but it is things like this that make us a certain we will switch in the short as it's just not manageable anymore. Can you please do something about this.... Please!

Bweaver006
Member

yes, this needs to be enabled when emailing from Microsoft Outlook.

karpf
Participant | Diamond Partner

Dear Development Team,

 

this feature has been the deal breaker in several cases or had to be overcome with workarounds. Please implement the feature to assign mails to specific deals only. Presently you get unorganized mails assigned to different deals with one company.

 

Cheers Achim

 

 

 

 

 

Flora
HubSpot Product Team

My name is Flora Wang and I am the Product Manager of the HubSpot Sales Extensions. We've heard the feedback and understand that this is not currently a great expereince for our extension and CRM users. My team is actively investigating a solution for the Chrome Extension and I will update here as we work on delivering a better experience. Thank you! 

Yazz
Top Contributor

@Flora 

Great news Flora! Very excited about it. Do you also have it in planning to extend this feature to Outlook? It's been our number 1 complaint since we joined HubSpot 2.5 years ago.

 

We would love to be able to associate emails to specific Deals right out of Outlook 365.

 

Thanks!

ACowell
Participant

@FloraThat's fantastic for the Chrome Extension users, but I'm sure you can see that most of the comments on this request come from Outlook users.  When large issues like this are not corrected in a timely manner, it makes current HubSpot users feel like we don't matter anymore. 

NColl
Member

We need this for Outlook.  Thanks.

AnneSm
Participant

Definitely need for Outlook. We use HubSpot for all our deals and it gets confusing when same contacts are on different opportunities.

rwong
HubSpot Employee

It's great that it's possible to select which deal record we can associate a logged email to. It would be even more convenient if this feature can be present in the Chrome extension or Outlook add-in so users can choose the deal straight from their email inbox!

Gleoppky
Member

@Flora(because you're the most recent HubSpot personnel to comment)

 

I share the frutstrations of everyone who's commented here with unrelated emails being associated to various deals. I didn't see anyone suggest this so thought I would throw it out there: What if all emails (from an email client) were logged to the contact and company record(s) but in order to have them associated to a deal the users have to specifically choose which deals to associate them with? At least as an interim solution this would relieve the mountain of unrelated emails being in deals. Personally I would rather try to remember to associate my communications properly then have to sift through tens of hundreds of emails and un-associate them.

iats72
Participant

I agree with the concerns posted by @DrewEconsys . "Our company has several cases where one contact is involved in more than one deal at a time. The extensive email exchanges that can occur on one deal, greatly confuses the timelines for the other deals." We to are in a similar situation. Especially since are sales team is used to being able to directly forward emails to specific deals instead of to just contacts. Our previous CRM provided separate forwarding addresses for specific deals.

 

The current HubSpot process of associating activities is indeed to cumbersome. My sales team would have to forward an email to a contact, then go into HubSpot, locate the contact, then associate the email with the appropriate deal (sorting through multiple deals). They will not stop using Outlook for emailing. Besides, they still find it cumbersome and limiting to email from within HubSpot.

 

Highrise CRMHighrise CRM

Flora
HubSpot Product Team

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

Yazz
Top Contributor

@Flora 

Do you have an update for Outlook rather than GMail?

 

Our Sales Team is having more and more issues with wrong emails taking over the Deals timeline and many other variations of this problem. Is an Outlook solution even on the roadmap?

Flora
HubSpot Product Team

@Yazz 

 

Yes, this is something currently in planning. I will post closer to when we have an update on this! 

Yazz
Top Contributor

@Flora YAY! thank you for the update. Any ETA on this functionality?