Ability to associate a call with a different contact record in HS than the number dialed
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Northern Marsupial
As a Salesmsg user, I make frequent calls to third parties (like insurance companies) on behalf of a specific client. Today the call logs under the HubSpot contact for the number dialed (the insurance company), so there's no way to see that the call was about a specific client when reviewing that client's record.
I want to relate or tag a call to another contact so it appears in that contact's HubSpot timeline. Example: I call an insurance company about a claim for client Mike Jordan, and that call activity shows on Mike Jordan's record, not just the insurer's.
Created by Hansel Aguilar
Chris Brisson
Hello Northern Marsupial — thanks for sharing this, super helpful context. Totally get the use case (calling a 3rd party but needing the activity to show on the actual client’s HubSpot timeline). I’m going to flag this with our team to see what options we have for associating/tagging a call to a different contact record than the number dialed, and we’ll follow up once we’ve got more info.