AdreannaWeems

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Adreanna Weems

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btsp on May 28, 2021

Changing auto-association behavior which is hostile to B2B2B workflows

We are using HubSpot for B2B2B sales, insurance being sold via broker/agent partnerships. This means many Deals with one Deal Contact, where each deal has ABSOLUTELY NOTHING to do with other deals and should be kept completely separated. We are read more

Reply Idea Contacts & Companies Deals Meetings

7 upvotes

5 Replies

AdreannaWeems

Member

August 19, 2022

Circling back to add that this is now even more time-consuming, especially with the "associations" listed that the bottom of each email thread, each...read more

ALindroos on March 29, 2022

Remove the association to 5 recent deals when customer replies to an email

Our customer in travel/event business has a problem with deal associations in emails . When they send an email to a customer (from HubSpot), they can choose the deals they want it to be associated with /logged to, and there is no problem with that. read more

Reply Idea Deals

3 upvotes

2 Replies

AdreannaWeems

Member

August 19, 2022

This happens when a contact emails and creates a new thread in conversations. Deals become clogged with various unrelated conversations. Very messy! ...read more

btsp on May 28, 2021

Changing auto-association behavior which is hostile to B2B2B workflows

Reply Idea Contacts & Companies Deals Meetings

7 upvotes

5 Replies

AdreannaWeems

Member

August 19, 2022

Circling back to add that this is now even more time-consuming, especially with the "associations" listed that the bottom of each email thread, each...read more

NatHiggins on February 09, 2021

Associate New Conversation to Existing Ticket within the Inbox

Our clients often send emails about existing issues but email us via a new email thread. This means that the new Conversation in the Inbox is not associated with the existing Ticket in which the issue is being discussed internally. Right now, read more

Reply Idea Conversations

298 upvotes

87 Replies

AdreannaWeems

Member

March 04, 2022

Having the ability to associate objects (ticket, deal, company, etc) from the inbox /email conversation would be a huge efficiency add for us - the...read more

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