Activities are not logged to leads

FloraN
参加者

Hello,

 

I have activated automated Lead stage progression : 

FloraN_0-1769010212790.png

 

However, activities that are associated to my companies or contacts don't get automatically associated to the associated lead. This results in the lead stage not moving forward.

 

I have check the Activities associations settings, however Leads are not an option there: 

FloraN_1-1769010316003.png

 

How do I get my activities (call, emails) to be  automatically associated to my leads ?

 

Thank you for your help!

Flora

 

 

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STierney
コミュニティーマネージャー
コミュニティーマネージャー

Hey @FloraN - thanks for posting in the Community!

You are correct. Currently, there is no option to automatically associate the activities logged on Contact and Company records to the associated Lead records. With that said, I found this Community post, where another user recently requested this very feature. I highly encourage you to upvote this idea and expand on it in the comments to echo the need for this feature directly to our Product team!

Shane, Senior Community Moderator





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FloraN
参加者

Hey Shane,

Thanks for your answer! I upvoted the post you mentioned.

But in this case, how are Leads are supposed to automatically move from one stage to another? Since the automation offered by Hubspot is based on logged activities.

 

Thank you!

0 いいね!
STierney
コミュニティーマネージャー
コミュニティーマネージャー

Hey @FloraN - great follow-up questions!

I'd like to tag in some Community experts here who can further outline these parameters and expectations. @karstenkoehler and @danmoyle - any insight for @FloraN?

Shane, Senior Community Moderator





loop


Loop Marketing is a new four-stage approach that combines AI efficiency and human authenticity to drive growth.

Learn More




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FloraN
参加者

Hello @STierney @karstenkoehler @danmoyle ,

 

Also, in Hubspot documentation Sync lead ownership and activities it's mentioned "Also, activities from the associated contact or company don't sync to the lead by default. You can also manage settings for syncing ownership and activities. This can help maintain consistent data between associated leads and contacts." 

FloraN_0-1769177260817.png

Following that statements, it seems possible to synch activities to associated leads. Am I missing out on something?

 

I did activate what was needed: 

FloraN_1-1769177354740.png

 

 

Thank you for your help :少しだけ笑顔:

 

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