topic Re: Company name on form submission >> Company deal association in Tips, Tricks & Best Practices

Company name on form submission >> Company deal association

JPescini — Tue, 05 Dec 2023 21:11:59 GMT

I've created a workflow that creates a deal from a form submisison.

From the form submission, am I able to populate the company association (not the company name) for the deal through the workflow? Or do I need to link the contact to the company prior to creating the deal?

Thanks

Re: Company name on form submission >> Company deal association

beeginman — Wed, 06 Dec 2023 03:06:12 GMT

Hi @JPescini !

Unfortunately, HubSpot has no current way to use automation to Associate your contacts and companies. With that said, have you got your auto-association settings on? This will automatically associate a contact with a company if their domain is the same.

You can turn this on in Settings > Objects > Companies > Tick "Create and associate companies with contacts".

This will Associate current and newly added contacts with companies based on a contact's email address and a company's domain.

Hope this helps!

Brie

Re: Company name on form submission >> Company deal association

JPescini — Wed, 06 Dec 2023 03:30:51 GMT

Thanks Brie

Yes, we've got that setting enabled. I'll try some other work-arounds and internal notifications so that these associations won't be missed.

Re: Company name on form submission >> Company deal association

karstenkoehler — Wed, 06 Dec 2023 05:08:11 GMT

Hi @JPescini,

Some integrations like Associ8 let you define associations through workflows.

Best regards!

Re: Company name on form submission >> Company deal association

karstenkoehler — Wed, 19 Jun 2024 06:34:52 GMT

Hi @JPescini,

Good news, this is now possible through workflows!

New Workflow Actions for Associations

June 18, 2024

What is it?

Admins will be able to automate parts of the association management process through workflows. They will be able to use new association actions within their workflows to help apply, update, or remove association labels and create new associations based on matching property values. We recommend watching the following videos to learn more:

Create Associations

Apply Association Labels

Update and Remove Association Labels

Why does it matter?

Historically, managing associations and their labels was a tedious and manual process. This new functionality allows admins to automate some of those processes while increasing data quality and reducing manual work. As companies scale, it is difficult to continue managing associations manually, especially as their usage of associations and labels increases.

How does it work?

Admins will be able to add association actions to their workflows to help automate parts of the association and label management processes

We are introducing 4 new actions in contact, company, deal, ticket, and custom object based workflows :

Apply labels to already associated records

Update existing association labels

Remove existing association labels

Create new associations between two records that have properties with exact matching values

Note: This functionality only exists for single-line text, multi-line text, or phone number properties

Who gets it?

Content Enterprise, Content Pro, Marketing Enterprise, Marketing Pro, Ops Enterprise, Ops Pro, Sales Enterprise, Sales Pro, Service Enterprise, Service Pro

Learn More:

Join the discussion on our Community

Learn more on the Knowledge Base

You can find the beta here:

Best regards!