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.

48 Replies
emcosenza
Occasional Contributor

@DewBob I agree completely. Yes, you can add these, but the default is that it goes on every deal that person is associated with. And if you don't tag a person in a deal because they are associated with many deals (like our team members), you can't see internal communications or put the communication on the deal. You can't win. 

 

So you end up wasting time slogging through things that have nothing to do with the deal or manually editing each email and removing the deals they don't belong with. Some of our sales team people have many deals, so then you have to manually add notes or emails in for team members you leave off so you don't have every thing they send in every deal. We also deal with agencies that have multiple clients and companies with more than one deal that a particular person is associated with. 

Riina-K
Occasional Contributor

Upvoted, we would also highly benefit from having the feature that you can link an email to a specific deal when you send it out from Outlook.

bruj02
New Contributor

This is a must for the Outlook Addon. Blindly associating an email to the last 5 open deals is sloppy and « pollutes » the CRM with Junk data. You can do way better Hubspot.

JelleL
New Contributor

Hi Hubspot,

 

It is very important that logging an e-mail to specific deal is possible from within the gmail client

 

Use case: we have resellers and each of there reps works one multiple deals that we track in Hubspot CRM, The moment I sent an e-mail to a rep, this communication comes on all of their deal records which very cluttering. What is the ETA for having this in the CRM?

 

I've work with Salesforce and they had it. I worked with Showpad and they even had. It is really important for any B2B CRM or sales enablement tool to have this capability.


 

Thank you very much. 

All the best, 

 

Jelle

nomadgcs
Occasional Contributor

Hubspot Developers,

I am in agreement that something like this would be hugely beneficial. 

 

When do you anticipate this to roll out?

 

I work out of Outlook 365 and previously had used the Dynamics "regarding to" feature which was a native drop down on their ribbon that you could select the previous 10 or so deals/contacts/leads that you had selected before.  This was extremely helpful and efficient.  If it was outside of those 10 or so then you could quickly search in that dropdown.  This was very helpful because I could even associate an email that might be addressed to my CFO as an example on the opportunity, but they weren't associated with the deal by name (I typically only associated external contacts with a deal).  However, this still left the activity breadcrumb so I could see the full picture of that specific deal and make sure I had connected all of my folks accordingly.

 

Thanks - Clay

OyvindJacobsen
New Contributor

We have several clients running into this problem. They have numerous deals simultaneously - which is very common for the B2B-market. They need a simple way to log an email to a specific deal, before they send it from from Outlook. 

jonplaca
Occasional Contributor

@bsn 

It would be great to have each deal have a unique email address that I could BCC which, in turn, automatically appends the delivered email to the deal (e.g see Trello's capability where each card has a unique email address)

PaulKemps Occasional Contributor | Platinum Partner | Certified Trainer
Occasional Contributor | Platinum Partner | Certified Trainer

Yes, it's important that not all the bcc-email get associated with all the deals of that contact. So i vote for a solution. 

Greg1
New Contributor

Please prioritize this! Gmail extension with this feature would be wonderful! 

joshallen
New Member

Yes! A must!