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By default, when you (or Piper) create a Note, Meeting, or Call from an object like Contact and Company, HubSpot will automatically associate it with that object’s most recent Deals.

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Example:

If you create a Meeting for the company “Lego Inc.”, and this company has 4 active Deals, HubSpot will automatically link that Meeting to all 4 Deals. In other words, the Meeting will appear in each of those Deal records.

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This behavior can lead to confusion and spread information across Deals you don’t want to mix up.

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Updating the Logic

Go to Settings → Objects → Activities → Associations.

In Associations, you can view the logic for each Object and Activity.

Changing the Behavior for “Contacts → Notes”

Click on Contacts, then click Notes.

Update the Associated Deals logic to “None”.

Repeating the Process for Other Objects

We recommend applying the same logic to the following combinations:

• Contact → Meetings
• Contact → Calls
• Company → Notes
• Company → Meetings