HubSpot Ideas

SamBanksProdo

Associate New Records from Conversations Inbox

Hey HubSpot, 

As the Service Hub picks up more traction, it'd be great to include functionality to associate new or existing records to conversations directly from within the inbox (similar to how you do in within a record's view). 

At the moment, we're quite limited with front-desk teams not being to associate records and contributing to friction in adoption by adding unnecessary clicks to their customer experience journey. 

(I've included a screenshot showcasing the lack of "Add+" compared to the ticket record view) 

Conversations Inbox Associations View

Conversations Inbox Associations.PNG

 

Ticket Record Associations View

Records Associations.PNG

This pertains to both the standard objects, but also custom objects within the inbox. 

Thank you 
Sam