[Now Live] Email Associations in Outlook Desktop Add-In

[JoeMayall]

What is it?

When composing or replying to emails from the Outlook Desktop App, you will now have the ability to select which records (contacts, companies, deals, and tickets) the emails will be associated with. When reviewing sent emails, you'll be able to change the association of the email.

Why does it matter?

It's important for emails to be logged to the proper records in order for teams to have the most accurate and up to date information in their CRM. Logging emails to the wrong records creates messy data in the CRM and makes it harder to track and get the context that you need. Previously, HubSpot would log to the five most recent deals and companies but that did not give users the control they needed to make the right associations. This update gives users more granular control over email associations and brings all of HubSpot's email extensions to parity by giving users the ability to associate emails to specific records.

How does it work?

• In your Outlook for Desktop inbox, enter one or multiple email addresses into the TO field and you'll see associated companies, deals, and tickets represented below the Log and Track option.
• From here, you can select exactly which contact, company, deal, or ticket record you want the email to log to.
• In your Outlook add-in settings, you can select which objects each email should associate to by default. For example, users can specify whether emails should get logged to new contacts or to deals for example.
• After you've sent the email, you can view the email in your sent folder in your inbox. From there, you can adjust the associations.

For more information on how this functionality works, please review our knowledge documentation here.