Sales Workspace - Suggested Associations when scheduling a new activity
SOLVEHi,
When in the Sales Workspace, is there a way of having suggested associations appear when scheduling a new activity?
For example, say I am looking at my Deals within the Sales Workspace. I want to quickly schedule new To-Do Tasks against one of these deals. Currently, I have to type to find the contacts/companies to associate the task against. But is there a way of having the associated Contacts/Companies to the Deal, populate as suggested associations?
Thanks,
Dan
1 Accepted solution
Sales Workspace - Suggested Associations when scheduling a new activity
SOLVEHi @DShute,
This is not possible at this time, but certainly something that you could add to the HubSpot ideas forum.
I'm not exactly sure how this would work in the Sales Workspace, but for this idea more generally, something like the new MCP server could come into play (maybe). Here's some info on that: https://community.hubspot.com/t5/Developer-Announcements/The-HubSpot-MCP-Server-available-in-Public-...
 | Did this post help solve your problem? If so, please mark it as a solution. |
 | Josh Curcio HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.  HubSpot Diamond Partner & HubSpot Certified Trainer |
Sales Workspace - Suggested Associations when scheduling a new activity
SOLVEHi @DShute,
This is not possible at this time, but certainly something that you could add to the HubSpot ideas forum.
I'm not exactly sure how this would work in the Sales Workspace, but for this idea more generally, something like the new MCP server could come into play (maybe). Here's some info on that: https://community.hubspot.com/t5/Developer-Announcements/The-HubSpot-MCP-Server-available-in-Public-...
| Did this post help solve your problem? If so, please mark it as a solution. |
| Josh Curcio HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers. HubSpot Diamond Partner & HubSpot Certified Trainer |
Sales Workspace - Suggested Associations when scheduling a new activity
SOLVE
Sales Workspace - Suggested Associations when scheduling a new activity
SOLVEHey, @DShute 👋 If you do create an Idea, make sure to drop the link here, and we'll give it an upvote to get the ball rolling — Jaycee
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