It is crucial to be able to send emails directly from the deal in the mobile app. Or, when sending emails from the contact, to be able to associate that email with both the contact and a related deal, like you can from the website.
Our field sales team is often on the road during the day as they travel between appointments and frequently correspond with customers from their phones. They can send those emails from the contact using the mobile app, but there's no way currently via the app to associate those emails with the deal, which is where all of the relevant sales activity is actually being tracked and recorded.
Happy 2024!.....I just wanted to update you all that email is now available in deals, companies, tickets and custom objects for all Android users. Hope this feature enables you to be even more productive from the HubSpot mobile app and better close deals.
I wanted to give you an update on this request. As of this week we have fully delivered this feature on iOS. You can now send emails from deals, companies, tickets and custom object records. We have also included automatic pre-associations when tapping on the Email button from these records so there is no need for you to do so. You can always manually add/remove as you need.
For Android customers we have already started to release this feature as of this week and we expect to be available to all of you on the second week of January.
Please don't hesitate to contact our team if you have any questions, issues or feedback. Hope this new feature helps you be more productive when selling on the go!
Just a quick update on this feature. We are very close to start releasing the ability to send emails from non-contact records in iOS very soon (next few weeks). This will also include adding automatic prepopulated email associations (can be manually updated) when composing an email from a deal, company, etc record. For Android, we are expecting to have this functionality ready before the end of the current year.
If all goes per plan, most likely both these features (composing from deals record and associating emails to deals) will be available next Q3 2023. Stay tuned as we will be gradually rolling out even more features to enhance the email experience for sales reps from the HubSpot mobile app 🙂
Sorry it's taken so long but we are now very actively working on this at the moment...
Hi all, this feature is currently being reviewed and we hope to bring it live soon along with more revamped features to improve the overall email experience from the HubSpot mobile app.
We are experiencing the same issue. Our sales guys spend 4 days on the road and work from the mobile app. They need to contact customers and be able to link those calls and emails to deals. we have automated tasks on open deals (follow up...) and they keep getting notifications even though contact was made.
I use Hupspot app daily starting calls from deals and tasks, and I spend a lot of unnecessary time to link these calls to the right deal. Please upgrade! Thanks.
From an Ipad or an IPhone ... Is there any resolution on the ability to send an email directly from within the deal to a contact associated with the deal while using the Ipad / Iphone app version of Hubspot
Hi all, this feature is currently being reviewed and we hope to bring it live soon along with more revamped features to improve the overall email experience from the HubSpot mobile app.
@AAlvarez Just wanted to follow up .... any updates on this item? We have been exploring pricey custom development to address this and it would be helpful to understand if it is a "someday" roadmap item vs. an imminent update...
If all goes per plan, most likely both these features (composing from deals record and associating emails to deals) will be available next Q3 2023. Stay tuned as we will be gradually rolling out even more features to enhance the email experience for sales reps from the HubSpot mobile app 🙂
Sorry it's taken so long but we are now very actively working on this at the moment...
What is the status of this change! I also need this feature.
same with the company record as well. I need to be able to send emails from contact, company, or deal records. Or be able to easily add/remove associations .
additionally I can't figure out how to get calls I make via the app to record
Just a quick update on this feature. We are very close to start releasing the ability to send emails from non-contact records in iOS very soon (next few weeks). This will also include adding automatic prepopulated email associations (can be manually updated) when composing an email from a deal, company, etc record. For Android, we are expecting to have this functionality ready before the end of the current year.
I wanted to give you an update on this request. As of this week we have fully delivered this feature on iOS. You can now send emails from deals, companies, tickets and custom object records. We have also included automatic pre-associations when tapping on the Email button from these records so there is no need for you to do so. You can always manually add/remove as you need.
For Android customers we have already started to release this feature as of this week and we expect to be available to all of you on the second week of January.
Please don't hesitate to contact our team if you have any questions, issues or feedback. Hope this new feature helps you be more productive when selling on the go!
Happy 2024!.....I just wanted to update you all that email is now available in deals, companies, tickets and custom objects for all Android users. Hope this feature enables you to be even more productive from the HubSpot mobile app and better close deals.
Thanks
Alberto.
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