May 27, 2021 3:03 PM
When emailing out of MS 365 with the HubSpot Add-In, you can add and change company and contact information, but you can't select the deal record that correspondance pertains to. Because we cannot select the appropriate deal record to record the communication, our CRM records on the deal level is getting messy.
Does anyone know when a new version of the Outlook Add-in with this feature will be released? Right now, the communication is being copied to the last 5 or so deals that contact is associated with.... which again is causing congestion on the deal records.
May 28, 2021 5:00 AM
Thank you for reaching out.
This is not possible at this stage with the Outlook desktop add-in but this is possible with the Office 365 add-in by following these steps.
Hope that helps.
Have a lovely day,