Automated emails to Companies/ Tickets/ Deals

@YuliaD this feels more like a decision which object should be the primary one then for this automation. If you’re not able to pick an existing association label to reference in the sync property, that’s the exact reason why HubSpot doesn’t allow the use of personalization tokens from associated objects. It simply can’t tell which one to use.

I think the solution lies within:

  • Defining which object to base the workflow on
  • Sync properties
  • Association labels
  • The new associations workflow actions beta that can establish associations and add association labels

If you have requirements beyond this, then at this point, I believe you would have to build a custom coded solution as HubSpot doesn’t offer this level of customizing yet.

Hope this helps!