We have multiple deals related to the same contact person of an account. Usually we have one conversation thread per topic (which is a deal in Hubspot). Simply logging messages via rules does not work out as every message is logged in every deal.
Bonus: How can I link conversations to a existing deal?
There are scenarios where a contact may be the POC for mulitple deals or companies. We need to be able to properly route the messages to the correct association.
We have multiple deals related to the same contact person of an account. Usually we have one conversation thread per topic (which is a deal in Hubspot). Simply logging messages via rules does not work out as every message is logged in every deal.
Bonus: How can I link conversations to a existing deal?
There are scenarios where a contact may be the POC for mulitple deals or companies. We need to be able to properly route the messages to the correct association.