Last updated: January 19, 2021
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Activities in a record's timeline can be associated to other records. This applies to contact, company, deal, ticket, and custom object records.
Please note: at this time, only deal and ticket activities will appear on custom object records.
When an activity is associated to another record, the same activity will appear in that record's timeline too.
When an activity is logged, they may be automatically associated to other associated records. You can opt to associate a single activity from one record to another, or associate multiple activities when you're creating a new deal or ticket record.
Learn how to associate records with each other and how to customize your email associations when logging them.
HubSpot automatically associates certain activities in a record to some of the record's associated objects. This is determined by the type of activity and the type of object the activity originates in.
There are a few exceptions to the above. For example, an exception is that emails sent and calls made from any object record will also be associated to the relevant contacts that were being emailed or called.
Please note: calls made using the HubSpot mobile app will only log to the contact record that you're calling from. The call will not log to the contact's associated records.
Any additional replies in an email thread will be associated with the same records as the first email in the thread.
Please note: all activities created before November 13, 2017 will retain their original associations, but you can edit the associations for these activities on the timeline.
Import files to create or update records in HubSpot. If you want to set up a two-way sync instead, learn more...
Format your import data correctly on your computer to prevent any errors when importing objects to HubSpot....
HubSpot uses the Contact owner, Company owner, Deal owner, and Ticket owner properties to set the ownership...