Association Labels should be able to trigger workflows

HubSpot Ideas
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Status: Idea Submitted

1

I’ve seen this topic pop up before, and it seems to have been an issue for a few years now.

Association labels should be able to trigger workflows. Our company has several different products that we sell, sometimes to the same company. Each product being sold has a different key contact for the buying company. We use our association labels to differentiate those contacts. At the Deal level, we use Pandadoc to send out our registration forms. Unfortunately, Association labels alone are not enough to transfer content from Hubspot to Pandadoc, the contact information has to be stored as properties in the Deal. I require an automation that moves the information from contacts to those properties based on association labels.

It would be great to receive an update on where progress on this feature is currently sitting.

2

Hi Violet, I work on DocuGen, and it could help with your registration form process. Unlike PandaDoc, you build your template and generate your documents without leaving HubSpot.

Simply upload your Word registration form, double-click to place contact, company and deal fields where each detail belongs, then generate it straight from HubSpot. The PDF saves straight to the deal’s attachments.

You can take a look at our marketplace listing.

P.S. The free plan covers 400 documents a month, with no watermark, and comes with unlimited users.