by Ryan Thibodeaux, August 2024
HubSpot continues to push the boundaries of CRM functionality with the introduction of a powerful new feature: default activity associations. This update significantly enhances the way activities like calls, meetings, and emails are automatically linked to relevant records in your CRM, including custom objects. This capability is a game-changer for businesses seeking to ensure that critical activities are always associated with the right contacts, companies, or custom objects like branches and teams.
At Goodwood, we’ve been leveraging this feature to simplify and enhance CRM workflows for our clients in the financial services sector. In this article, we’ll explore how this feature works and dive into specific use cases that illustrate its value.
Default activity associations allow you to automatically link activities—such as calls, meetings, and emails—to the most relevant records in your CRM. This includes not just standard objects like contacts and companies, but also custom objects you’ve created to fit your unique business needs.
Traditionally, associating activities with the correct records required manual intervention or custom workflows. Now, HubSpot’s new feature automates this process, saving time and reducing the risk of errors.
With default activity associations, you can ensure that every call, meeting, and email is automatically linked to the correct records, including custom objects like branch offices and teams. This automation enhances data accuracy, ensures that all relevant records are updated, and provides clear visibility into interactions across your organization.
One of the key use cases we’ve implemented at Goodwood involves logging calls to contact records and automatically associating these calls with the contact’s branch office and the team responsible for that contact.
Example Scenario:
When a sales representative logs a call with a prospect, the call is automatically associated not only with the contact but also with the corresponding branch office and team. This ensures that all stakeholders—whether they’re working at the branch level or part of a specific team—have access to the latest information and can collaborate effectively.
By automatically associating these activities with the right records, Goodwood’s clients benefit from enhanced data visibility and streamlined internal communication.
In another scenario, we’ve utilized default activity associations to manage meetings with prospects and clients. For instance, when a meeting is scheduled with a contact, it’s not just associated with that contact but also automatically linked to the relevant custom objects, such as the deal in progress or the prospect’s regional office.
Example Scenario:
Consider a meeting scheduled with a high-value client. When the meeting is logged in HubSpot, it’s automatically associated with the client’s contact record, their branch office, and the deal that’s currently in negotiation. This ensures that the entire team, from sales to operations, is in sync and has access to the most up-to-date information.
This automation ensures that nothing falls through the cracks, and every relevant team member is kept in the loop.
Emails are a critical part of client communication, and it’s essential that these interactions are properly logged and associated with the correct records. With HubSpot’s new feature, emails can be automatically linked not only to the contact and company but also to any custom objects relevant to the client relationship.
Example Scenario:
A customer service representative sends an email to a client to resolve an issue. The email is automatically associated with the contact, the related support ticket (a custom object), and the account manager’s team. This comprehensive logging ensures that all interactions are documented and easily accessible, improving client service and internal collaboration.
HubSpot's new feature for default activity associations is a powerful tool for businesses looking to enhance their CRM workflows. By automating the association of activities like calls, meetings, and emails with the correct records—including custom objects like branches and teams—businesses can ensure that their data is accurate, comprehensive, and accessible.
At Goodwood, we’re excited to help our clients in the financial services sector leverage this new capability to improve their operations and drive better business outcomes. As we continue to explore the full potential of this feature, we anticipate even more ways it will revolutionize the way businesses manage their CRM activities.
To learn more about this new feature and how Goodwood can help, schedule a call.