topic Re: Contact to Custom Object Association in Lists, Lead Scoring & Workflows

Contact to Custom Object Association

Manobyte — Thu, 09 Jun 2022 19:03:22 GMT

I was trying to build a workflow that would, if certain requirements were met, associate a contact with a custom object that I created. I can see that there are some custom object related interactions in workflows, but I cant seem to figure out creating that association. Is it even possible? Or do you always have to manually link them?

Re: Contact to Custom Object Association

JenWeiss — Fri, 10 Jun 2022 13:18:20 GMT

Hi @Manobyte,

Thank you for reaching out to us!

I was able to find a similar community post on how to achieve this. @Anonymous had suggested that you there are two ways to achieve this:

To achieve this after both records have been created already, you would need custom code actions in workflows, only available in Operations Hub Professional. If you do go down that route, this Library For Programmable Automation has snippet relating to associating objects which you could take as inspiration.

Looking at your steps, you might also create the custom object via a contact-based workflow (via the "Create record" action in the right sidebar). In that case HubSpot will automatically associate both objects. That would be the only way that HubSpot can currently automatically establish the association, out of the box.

Best,

@JenWeiss

Re: Contact to Custom Object Association

DStaat — Wed, 23 Aug 2023 19:49:41 GMT

Hey @Manobyte and @JenWeiss,

There's an app called Associ8 that would solve this! It creates a workflow action that associates the enrolled object to other records. And it's all based on criteria YOU set:

Here's a blog post detailing how it works / how to set it up. Also feel free to message me with any questions! I'd be happy to hop on a call with you.

Best,

-David Staat