We have our HubSpot connected to our Salesforce org. Is there a way for the contact on the opp in Salesforce automatially be label with an asssociation label in Hubspot ? In the screenshot below you can see I’ve manually added Scott Blaser to the Opportunity Contact Role. Is there a way to do this with a workflow? This contact came over with the Salesforce sync and was associated to this opportunity from Salesforce to HubSpot.
HubSpot associated contact with the deal from Salesforce.
You are not the only person asking for the ability to set association labels in workflows — here is the HubSpot Ideas forum with the latest updates (and a signup form for the public beta). I would give that a shot and see if it fits your use case. I also strongly encourage you to share your thoughts and use case in that thread to equip the HubSpot Product Team with additional feedback.
In the meantime, setting association labels will remain a manual step. It sounds like that will hopefully be changing soon though!
Hey skblase,
I’m Dave from the hapily support team! The Search Value acts as a way to match up the Deal in your workflow to contacts. For your use case, when the Associ8 action triggers the app will search through all of your Contacts.
It will look at each contact’s Contact Role.
The Search Value is the property on your deal that you want Associ8 to look at. If the value in that property matches the value in a company’s Contact Role property, it will associate them together.
If you need more info, I go into much more detail in this blog post. I’d also be happy to hop on a call with you to help you set things up!
Best,
-David Staat
Hey @skblase you can there is an app in the HubSpot marketplace (Workflow Associations Manager) that allows you to automatically add/remove associations and association labels. We use this tool for almost all of our clients - This is built by Integration Glue.
