HubSpot - Associations

HubSpot Associations allows you to manage where communications are logged

Video Tutorial

 

In HubSpot, you will see an Associations dropdown in many features; Tickets, Emails, Notes, Deals and other areas. Clicking the dropdown allows you to add or remove communication associations if needed.

NOTE: As a company, we default all communications to  be associated with Contacts and Companies.

Similar to logging from your email inbox using the Gmail integration, clicking on the associations dropdown allows you to connect a communication with several different features within HubSpot. 

This is a helpful tool if a piece of communication should be associated with more than one ticket or deal or note. Or if there is a piece of communication which needs to be removed from a feature in HubSpot.

 

Please let Shelly know if you have any questions!

 

Related Articles:

HubSpot - Account Set Up

HubSpot - The Inbox

HubSpot - The Ticket

HubSpot - Email

HubSpot - Saved Custom Tabs

HubSpot - Bugs, Feature Requests and Training Requests

HubSpot - Knowledge Base

HubSpot - Creating Deals