Hi team! I am a HubSpot Customer Support Team Lead working with our customer and HubSpot user, Mel. They are experiencing a use case to which I am unable to provide an effective solution considering the current behavior of our tool, and I wanted to suggest a product update on their behalf to improve this experience in the future.
They sometimes have contacts associated with a company as well as a deal, but contact could change companies. Therefore, the original company will get removed and they'll be associated with a new one, and may have a new deal created and associated with them, however they want to keep any old deals associated with the contact for historial data purposes.
However, when they send 1:1 emails to these contacts (which they specifically do via connected inbox, not the CRM), the old deal is automatically associated with the log setting for the email (This is an expected behavior - emails sent to contacts are automatically set to be logged to the five most recently associated open deals).
Via testing, we've confirmed these checkbox selections are not "sticky," thus, every single time they email one of these contacts, the Log setting automatically checks off the old deal associated with the contact. Thus, they have to manually uncheck it every single time, which requires three additional clicks and leaves a lot of room for human error.
While the best solution in this case is to send email directly from the new deal record in the CRM, it does not work if for your set up you only send emails from the connected inbox. This is presenting a pain point for Mel and probably other HubSpot users in similar use cases, so I highly suggest that the product team consider implementing a "sticky" memory to these checkbox selections to solve this issue in the future. Thanks!
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