Can a field drive associations labels and change these labels?

Smart CRM & Sales Hub CRM
1

So we have leases that are created in Airtable then synced to HS. From there we have auto associations that associate the company to the lease. We have a field on the lease Occupancy status that is changed when a lease is new, current, or inactive (3 dropdown values). First is it possible to auto associate and relabel leases when this field changes? So when the association happens the status new or current will be assigned to the association, and when the lease field changes to inactive, this changes the label to inactive? A company can have multiple leases but only one will be new or current at a time.

2nd questions is should i create a property sync on the company object that copies over the occupancy status? I don’t believe this is possible since when i tried to create the field i had to pick a label which I would need either new or current?

3

Hey @cclark2,

Thanks for taking the time to share your use case with the Community!

I’d like to tag in some Community experts here to see what suggestions they may have for a best approach(es). @danmoyle, @Josh, and @franksteiner79 - do any of you have insight on how @cclark2 might be able to approach this?

Shane, Community Manager

4

Hi @cclark2,

Regarding your first question, yes, there are workflow actions for removing and applying association labels. I’d approach this by enrolling your custom objects in a custom object based workflow when the occupancy status changes, then removes the current label before applying the new one.

Regarding your second question, it’s hard to say if you should do it without knowing your goal. But correct, a sync property must reference either a specific association label and if that is not unique, the information whether you want the first or most recently updated.

Best regards

5

+1 to @karstenkoehler’s answer, @cclark2. Workflows can do this for sure. As to the second question, I’ve come to choose workflows over property syncs lately. As Karsten mentioned it depends on your overall goal, but I’ve found workflows more flexible for editing those properties, so it’s become my preferred method personally. But a sync is possible if it’s very stratightforward.