Please add a way to bulk edit associated company. It is very frustrating to not have this functionality.
I agree! We need a way to bulk edit associations when needed.
Was just talking to the support team about this. We have set up a routine process for updating contact information in our CRM (30k) contacts) and its a real shame that the associated company field doenst get automatically updated when a new email is imported or manually added in the CRM.
Hey @JKincaid
Late on the reply here. Just to make sure I understand, you want to be able to edit (or remove?) associations that are already in place? Are these associations in error, or has their situation just changed (like a merger) and require an update.
Doing this by hand is definitely tiresome. Going into each record manually and setting them is super time-consuming and building any kind of workflow to deal with this ends up being more complicated than it appear son the surface.
Full disclosure, I work for Insycle, but I think it might be able to help with the issues mentioned in this thread.
- Identify and match free-floating, unassociated contacts in your HubSpot database using any data field in your CRM
- Associate child companies to parent companies in bulk
- Make associations with labels in bulk
- Remove associations in bulk using set rules
- Automatically associate records during import
- Automate associations to happen on a set schedule, or integrate with HubSpot Workflows
Hope that is helpful!
Thanks,
Ryan
Hi @JKincaid @RBozeman @JAlonso1 @DDecker
Would you be willing to upvote this idea of adding association labels to objects using automation rather than manually?
I’d love to get as much traction as possible on this idea as it seems to be a real issue for clients to update associations manually and it looks like that’s what this idea is asking for as well.
Bumping this one up hopefully. Being able to bulk add associations via import but not being able to bulk edit/bulk remove feels like an oversight