Does this support many-to-many relationships or what Salesforce calls a Junction Object?
When will we be able to use these Associations in Reports? It looks like I can not filter a report based on the Association at this time. We really need this. Ex: I want to filter to only those Contacts with a “Partner” Association. Is this in the works? I would also love to be able to filter in list views as well.
@mikeadams Thanks for your question! This update currently supports one to many type relationships only, but I will pass along your comment to the product team. If you have specific questions about how this could work for your many to many use case, I recommend reaching out to your Customer Success Manager.
@Huti and @SComeau - thanks for your questions! Association labels are not currently supported in reports but the product team is currently planning this. They don’t have an exact timeline yet but we will keep you updated!
Also @SComeau, you can filter by association labels in lists (and workflows)! The instructions are in this knowledge base article, but you can also reach out to Customer Support if you need additional help.
How can I bulk import associations? I have about 500 contacts and the companies they’re associated with. For example, contact Bob Smith is associated with two companies. For one he’s a Manager and the other he’s a Chairperson. How many I bulk import this information? Any help would be appreciated so it’s not a manual process. Thanks!
We desperatly need Company - Company associations. Especially when selling through other companies (e.g. agencies). It would be a massive game changer for us if we could filter agencies by indirect revenue / indirect sales. E.g. if the recommend us to other companies.
@RS_4056 I’ve made an idea here if you can upvote it
hopefully it gets seen to faster by the development team. https://community.hubspot.com/t5/HubSpot-Ideas/Create-associations-between-the-same-object-company-to-company/idi-p/509669
Thanks for the update @adimare! It would also be helpful if we could create associations as properties with a ‘Lookup (contacts)’ field type option that would allow us to select an existing contact.
Right now, there’s no Hubspot field type that’s compatible with the Salesforce ‘Lookup (contact)’ field type. So, for those of us using the Salesforce integration, if we need to map an associated contact from Salesforce, like a billing contact, the only way to do this is with a Single Line Text field, and Single Line Text doesn’t link any of the objects together.
That being said, while a ‘Lookup (contact)’ field type would be benificial for Salesforce integration users, I think it would be super helpful for all users. I’ve seen a few ideas submitted about this already - here’s one I’ve upvoted specifically.
Is it on the roadmap to be able to exclude certain association labels when filtering a list? For example, one of the suggested use cases above is “Former employee” but there’s no way to exclude former employees from a given list. It also seems a bit limited that we’d have to build out a Company list to be able to reference the Contact labels; functionally, we would want to be able to filter out any contacts who are labeled as a “Former employee” to a company meeting our list criteria.
Also, will association labels be available as a column we can view when looking at contacts/companies so we can see at a glance what those relationships are? Right now you can only see it on the association card, so if there are 47 contacts associated with a company and one of them is a former employee, you won’t see that unless it’s one of the 5 contact cards previewing; once you view all the contacts, that information is only visible if you click into or preview the contact and scroll down to the associated company card.
Good Morning - before I opted into the associations functionality, there was a video by Kyle reviewing how it all works. Where can I find that video to share with my HubSpot implementation team? I looked in the HubSpot Academy and could not find it there or anywhere in the Knowledge Base article.
Thank you all for your questions and suggestions! I have passed along these comments to the product team so they know what you all are hoping to see for the future of this update. Of your ideas, a few are currently in the works:
- @Courtney_Clark - The ability to import or bulk add association labels is currently being worked on but is not available at this stage of the BETA. We will let you know when this functionality is available.
- Same object associations are also being assessed. I know many of you are looking for this, and I recommend upvoting this Ideas Forum post started by @KaraBarnes to bring more attention to it!
@RebeccaMudler - here’s a link to the opt-in video! Let me know if you have any issues.
https://drive.google.com/file/d/1U_Pomdydi5GVz1CFAvJo32Es3FRR2lD9/view
@adimare - Thank you very much! ![]()
https://community.hubspot.com/t5/HubSpot-Community-Blog/HubSpot-Associations-New-and-Improved/bc-p/509544/highlight/true#M181 guessing this isn’t getting looked at?
Hi @AdamAllcock ! I passed along that comment to the product team, but at this time it is not currently planned. I’ll send a note again to the team to make sure they’re familiar with your use case and how it may affect other users as well. I will let you know if there is work being done with this as the beta progresses.
Thanks @adimare. The main issue with this is it not only makes multiple associations non-functional for our use case, but dangerously broken. If someone links one deal to two companies, workflows between the deal and two companies will fight with no resolution as you can’t filter the workflows to say which link to look at (or ignore).
Ie one deal, two companies, a deal-level field called ‘Company Name’. What is the company name that will get passed? Currently, it’s literally random and depends on which of the companies triggers last.
Do you know when this will Go Live?
Adding onto @AdamAllcock 's points, how does this affect lifecycle syncing?
Would having a Won deal sync ALL attached company lifecycles to Customer, or only the primary?
Would having any deal at all, mark all attached companies as Opportunity or only primary?
Thanks @adimare for the update!
Absolutely delighted this is being assessed, it would be such a game-changer for us. Just to repeat for anyone here who’s missed it - here’s the idea Create associations between the same object (company to company, contact to contact, deal to deal)
hey all, I’m the product manager for this update. Really appreciate your interest in this, and good to see your comments on some functionality that could be improved. Worth noting: when @adimare mentions “sharing that with the product team”, that really does happen.
- @AdamAllcock we’re discussing this case with the automation team. It’s an oversight on my part, we’ll figure out how to address it.
- @SThompson7 we’re not quite ready to set a go live date, still some gaps to get closed up. There will be plenty of heads up ahead of a full rollout.
- @DanielCENTURY the primary company on the deal is the only one affected for lifecycle syncing.
- @KaraBarnes I really appreciate your enthusiasm for same object associations (company:company etc). As @adimare mentioned, we’re evaluating what it would take to support this. So far, I can tell you it will be a very large project, but I recognize how important it is.
- @SMcCann2 “exclude” for filters was a major performance issue. We’re not sure if that’s going to be possible and when. Association labels in index pages will likely be a thing, unsure how it will work but I think the problem you’re describing needs to be solved.
Thanks again for your comments and feedback. We’re far from done with this work.
jeff