HubSpot Ideas

MMacdonald

Tasks created form Chrome Extension to link to contact AND company

1- every single person who works form the company level and not the contact level

2- to get an overview of what tasks are set at a company level (the same reason we associate emails to BOTH the company and the contact)

3- What value does adding the email to both company and contact add? Easier overview, most people work company level and need to see what is going on, seems like it should be basic workflow. 

4- every single CRM would associate to both contact and company unless you opted out of this. 

5. No diagrams necessary, when creating a task from Gmail, it simple needs to associate to the contact and company like the emails do. 

5 Replies
reganmcgregor
Participant

Agree with @MMacdonald.

By default, the Gmail plugin should associate created tasks with the contact and the company like it does with emails and when creating a task in the HubSpot UI.

Perhaps you could add in the association selector if you have concerns that some users might not want this. I would have thought it would be there anyway as you have the association selector for logging emails.


NicoleJ
HubSpot Moderator

+1

JJakobsson
Member

+1

Camille_Balhorn
Contributor | Diamond Partner

Yes, and--if a task on the Contact could also connect to any open Deals associated to the Contact, just like when you make a task within HubSpot! 

JVandenBranden
Member

+1