Associating objects with Activity items in HubSpot

How to manage the associated objects on Notes, Tasks, Emails, Meetings

Walkthrough of the Process

Here's an overview of managing the associations on a Note:

Here is a handy feature around associated objects on activity items. Activity items include Notes, Emails, Calls, tasks, and Meetings. 

• When contact is associated with multiple objects, that is a bit of a mess. 
  For example, this note is for Deal 1, but it is also associated with Deal 2. When we go to Deal 2, the note appears there as well. 
  
  
  
• To clean this up, we can remove the association.
  • This can be done by taking off the Deal 2 association from the note.
  • So when we refresh the note it will disappear from Deal 2 as we removed that association. 

• If we need to add the association back, we can open the associations again, go to Deals, and add Deal 2. 
  

This is a great way to keep your portal and activity organised and meaningful.

HubShots Framework: Stage 2, Activity 

(Internal Task ID)