We have just signed up to hubspot’s beta to automatically associate objects using workflows and I am trying to do a 3-way association.
I have a deal that is associated to a custom object (called Introducer), and the Introducer custom object has a contact associated to it. I want to create a workflow that associates the contact to the deal. Anyone know how to do this?
Thanks!
Hey @SKerrigan5, happy Friday!
Great to hear you’re using the beta for automatic associations! To create a 3-way association like this, you can use workflows with custom object associations. Start by building a workflow that triggers when a deal is associated with an “Introducer.” Then, use the “Set Associations” action to associate the contact tied to the “Introducer” custom object with the deal.
Since this feature is still in beta if you’re running into limitations, I would recommend reaching out to our support team.
Kindly,
Pam