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.
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.
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
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.
I see this was implemented in 2020 for Chrome extension, but that an O365/ Outlook Desktop implementation was underway. It is now 2023 and I do not see anything like this for Outlook Desktop. Is there an update on this functionality? My deals are getting bogged down by erronesous email associations. If I turn of the automatic association feature in Outlook, then I need to automatically log every email.
Posting this on behalf of our customer. They need to have the capability to select the deal the email should be logged with from the shared inbox. For example, an email comes in the shared inbox and gets automatically associated with the contact, therefore with the deals associated with this contact. We need the option directly in the shared inbox, to select with which deal this email should be logged. Thanks team!