Associate specific Company via Custom Object

[maulpaurer]

Hello everyone.
I have a question on how I can achieve a result where I am struggling at the moment.

We have a rather complicated setup of HubSpot, so I will start by explaining our object- structure (also find screenshot attached for better visualization. Blue is already implemented and the red highlight is planned)

We are differentiating between two types of Companies and also two types of contacts. One custom object is also very important.

Company (Type 1) is associated with a custom object and the custom object is associated with a specific contact (type 2). Contact Type 1 can be ignored, as those are only the contact details of Company (Type 1). This is all set up and working correctly, including data workflows that transfer propery values from Company to CO1, and from CO1 to Contact (Type 2).

Each of the Company (Type 1) should be associated with another company (kind of like a collaborating company).

Now to the question. As soon as we add a Company (Type 2) to Company (Type 1) via an association, the newly added company (Type 2) should appear in the right Side Bar of Contact (Type 2). Is this possible and if so, how can I achieve it?

[TomM2]

Hey @maulpaurer you’ll need some sort of matching property value across all of these objects.

There’s a beta out right now you can opt-in to to automate associations through workflows.

This is called “New Workflow Actions for Associations”. If you enroll in this beta, you can set objects to associate with each other within workflows by using matching properties.

For example if you had something like “primary company domain” in your company type 2 record, which would reference the domain of the type 1 company, then you set the contact to associate with a company if they have the same “primary company domain” they always associaite.

This would be any property you wish though!