# Automate associations between multiple objects

**URL:** <https://community.hubspot.com/t/automate-associations-between-multiple-objects/97673>\
**Category:** Data Hub\
**Tags:** filters\
**Created:** [January 12, 2024, 1:57am UTC](https://community.hubspot.com/t/automate-associations-between-multiple-objects/97673 "2024-01-12T01:57:14Z")\
**Posts on this page:** 7\
**Page:** 1

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**Author:** ![JGibbs4](https://avatars.discourse-cdn.com/v4/letter/j/e9c0ed/32.png) [@JGibbs4](https://community.hubspot.com/u/JGibbs4)\
**Post date:** [January 12, 2024, 1:57am UTC](https://community.hubspot.com/t/automate-associations-between-multiple-objects/97673/1 "2024-01-12T01:57:14Z")

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Hi there,

I am pretty sure there isn’t a way to get this done, but I wanted to confirm.

**Background:** We have created a “Contract” custom object and a “Project” custom object. Projects are associated with the Contract, and a company could have multiple Contracts (different geos, different projects, etc.). We have created a “Contract number” custom property that is on Contracts, Projects, and Contacts.

**Problem** : I would like to automatically associate Contacts with the Contracts based on the contract number. I have played around with Workflows and it doesn’t look like it is possible to associate a Contract with a Contract based on a matching property. Is this accurate, or am I missing something?

Thanks!

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**Author:** ![karstenkoehler](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/karstenkoehler/32/68554_2.png) [@karstenkoehler](https://community.hubspot.com/u/karstenkoehler)\
**Post date:** [January 12, 2024, 5:19am UTC](https://community.hubspot.com/t/automate-associations-between-multiple-objects/97673/2 "2024-01-12T05:19:22Z")

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Hi @JGibbs4,

Correct, this is not possible out of the box. Workarounds include custom code actions (available in Operations Hub Professional and Enterprise) or third-party integrations like [Associ8](https://ecosystem.hubspot.com/marketplace/apps/productivity/workflow-automation/associations-app-272901).

Best regards!

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<div class="post-metadata">

**Author:** ![JGibbs4](https://avatars.discourse-cdn.com/v4/letter/j/e9c0ed/32.png) [@JGibbs4](https://community.hubspot.com/u/JGibbs4)\
**Post date:** [January 16, 2024, 2:35am UTC](https://community.hubspot.com/t/automate-associations-between-multiple-objects/97673/3 "2024-01-16T02:35:16Z")

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Thank you! I’ll have a chat with our dev team about building a custom code action, and I’ll have a look at that tool

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**Author:** ![WRowland9](https://avatars.discourse-cdn.com/v4/letter/w/4491bb/32.png) [@WRowland9](https://community.hubspot.com/u/WRowland9)\
**Post date:** [January 13, 2024, 3:52pm UTC](https://community.hubspot.com/t/automate-associations-between-multiple-objects/97673/4 "2024-01-13T15:52:17Z")

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I am deploying Associ8 right now for similar use cases. You will need to have a matching property as you mentioned in the two objects that you wish to associate. Here is a good video and blog

> **[How to Associate HubSpot Contacts and Deals Using the Company Record](https://www.mediajunction.com/blog/associate-hubspot-contacts-deals)**
>
> Use HubSpot Companies and the application Associ8 to associate Contacts and Deals. You can even add in association labels to further customize your CRM.

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<div class="post-metadata">

**Author:** ![JGibbs4](https://avatars.discourse-cdn.com/v4/letter/j/e9c0ed/32.png) [@JGibbs4](https://community.hubspot.com/u/JGibbs4)\
**Post date:** [January 16, 2024, 2:34am UTC](https://community.hubspot.com/t/automate-associations-between-multiple-objects/97673/5 "2024-01-16T02:34:45Z")

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Thanks for that! I’ll have a look at that tool

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**Author:** ![DStaat](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/dstaat/32/3537_2.png) [@DStaat](https://community.hubspot.com/u/DStaat)\
**Post date:** [March 15, 2024, 8:23pm UTC](https://community.hubspot.com/t/automate-associations-between-multiple-objects/97673/6 "2024-03-15T20:23:03Z")

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Hey @JGibbs4 ,  
I’m a little late to the party here, but [Associ8](https://ecosystem.hubspot.com/marketplace/apps/productivity/workflow-automation/associations-app-272901) can do exactly what you’re needing! It creates a workflow action that associates the enrolled object to other objects based on matching property values:

 ![DStaat_0-1710534104262.png](https://d2qpr2jzcazej7.cloudfront.net/original/3X/b/3/b3292155d099439d042695ff8885c12a827b35d4.png)

If you want to see how it works, check out this [Demo Video](https://youtu.be/3FyBr3KP0AA?feature=shared). And of course, feel free to hit me up with any questions you have!  
Best,  
-David Staat

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<div class="post-metadata">

**Author:** ![karstenkoehler](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/karstenkoehler/32/68554_2.png) [@karstenkoehler](https://community.hubspot.com/u/karstenkoehler)\
**Post date:** [June 19, 2024, 6:38am UTC](https://community.hubspot.com/t/automate-associations-between-multiple-objects/97673/7 "2024-06-19T06:38:10Z")

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Hi @JGibbs4,

Good news, this is now possible!

> ### New Workflow Actions for Associations
> 
> June 18, 2024
> 
> ### **What is it?**
> 
> Admins will be able to automate parts of the association management process through workflows. They will be able to use new association actions within their workflows to help **apply, update, or remove association labels** and **create new associations** based on matching property values. We recommend watching the following videos to learn more:
> 
> - [Create Associations](https://www.loom.com/share/7634aedd383b4948b432036d531356e2)
> - [Apply Association Labels](https://www.loom.com/share/f06aef68316d4b5b92603d67431d266d?sid=9bca6b83-13a9-43d3-8d24-4948761891ef)
> - [Update and Remove Association Labels](https://www.loom.com/share/b67bfff91dee42a6bc3c6b147e93ff65?sid=e41018a6-eb11-44fb-badd-655608c91c66)
> 
> ### **Why does it matter?**
> 
> Historically, managing associations and their labels was a tedious and manual process. This new functionality allows admins to automate some of those processes while increasing data quality and reducing manual work. As companies scale, it is difficult to continue managing associations manually, especially as their usage of associations and labels increases.
> 
> ### **How does it work?**
> 
> - Admins will be able to add association actions to their workflows to help automate parts of the association and label management processes
> - We are introducing 4 new actions in contact, company, deal, ticket, and custom object based workflows :
> - **Apply labels** to already associated records
> - **Update existing association labels**
> - **Remove existing association labels**
> - **Create new associations** between two records that have properties with exact matching values
> - **Note:** This functionality only exists for single-line text, multi-line text, or phone number properties
> 
> ### **Who gets it?**
> 
> Content Enterprise, Content Pro, Marketing Enterprise, Marketing Pro, Ops Enterprise, Ops Pro, Sales Enterprise, Sales Pro, Service Enterprise, Service Pro
> 
> ### **Learn More:**
> 
> [Join the discussion on our Community](https://community.hubspot.com/t5/HubSpot-Ideas/Set-Association-Labels-On-Records-via-a-Workflow/idi-p/580501)
> 
> [Learn more on the Knowledge Base](https://knowledge.hubspot.com/workflows/manage-crm-record-associations-with-workflows)

You can find the beta here:

 ![](https://d2qpr2jzcazej7.cloudfront.net/original/3X/a/e/ae88845e97e0c6c3542bcfe17b390e976276995e.png)

Best regards!
