Sales Hub Tools

BruceProck
Contributor

HubSpot's unruly logging

SOLVE

When logging to a contact from within HubSpot, HubSpot chooses to log to every associated record.

 

Since we have contacts and companies that have multiple deals in progress, all of these deals get logged to (calls, tasks, emails).

 

Our deal pipeline is a mess of unrelated logged emails that is requiring extensive data clean-up that is costing us money and causing us to reevaluate our CRM partner.

 

How do we resolve this issue within HubSpot and prevent auto logging to deals?

0 Upvotes
1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

HubSpot's unruly logging

SOLVE

Hi @BruceProck,

 

Some association in HubSpot is automatic and cannot be deactivated, see the table in this article: https://knowledge.hubspot.com/crm-setup/associate-activities-with-records

 

If you're sending messages from HubSpot or using the HubSpot Sales extensions for Gmail or Outlook, you can however unselect records you do not want the message to be associated to:

 

karstenkoehler_0-1652339759645.png

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

View solution in original post

1 Reply 1
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

HubSpot's unruly logging

SOLVE

Hi @BruceProck,

 

Some association in HubSpot is automatic and cannot be deactivated, see the table in this article: https://knowledge.hubspot.com/crm-setup/associate-activities-with-records

 

If you're sending messages from HubSpot or using the HubSpot Sales extensions for Gmail or Outlook, you can however unselect records you do not want the message to be associated to:

 

karstenkoehler_0-1652339759645.png

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.