Last updated: June 29, 2021
|All products and plans|
Activities in a record's timeline can be associated to other records, including contact, company, deal, ticket, and custom object records. When an activity is associated to a record, the activity will appear in that record's timeline.
Learn how to associate records with each other and how to customize your email associations when logging them.
HubSpot will automatically associate certain activities in a record to the record's associated objects. Whether an activity automatically associates depends on the type of activity and which object the activity originates in.
In the following table, a checkmark indicates that the activity will automatically associate to associated records of that object. For example, a note logged on a contact record will automatically associate to the contact record's associated company, but not to the contact record's associated tickets.
|Object of origin||Associated object|
|Logged calls, emails, meetings, and notes|
|*This applies only to the five most recent associated open deals. Open deals are deals that are not in closed-won or closed-lost deal stages.
There are a few exceptions to the above:
If your activities are not automatically associated to certain records, you can manually associate activities to other records.
Locate the activity you'd like to associate to a record. If the activity details are collapsed, click the right right arrow in the top left of the activity to expand it.
In the bottom right of the activity, click [x] associations.
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