Hey @jeffvincent ooh that is exciting 
great to know that it’s in the mix. The more I use HubSpot, the more scenarios I come across where this could really help us out. I’ll keep an eye out for updates!
Hello @adimare and @jeffvincent we are now going to use the advanced association labels to address some major needs in our integration to our backend in the next release. However, I have a major blocker:
we are not able to create more than 10 labels and we have to add 25 labels to cover all our scenarios. Can you please help us extend this limit for us? On top of that, if you are not able to extend this during the BETA, can you do it after the BETA? If so, when the BETA period ends?
Also, do we have any estimation of when we will be able to delete labels?
Thanks a lot!
Danilo.
Hi Jeff, great work on this feature!
I had a brief conversation with Support about an issue we ran into our ERP integration through API’s, the rep suggested I also post it here.
We have a custom integration that pulls all Deals and associated records from Hubspot to our ERP using the V3 API. After opting in to the beta, this integration began throwing duplicate record errors while processing Deals, even those without a multiple association.
We tracked the issue to the V3 API now spitting out 2 ID’s for a Deal with one company:
As all the regular functionality defaults to the Primary association, this extra ID in the V3 API appears redundant and might throw a spanner in the works for other customers as well.
Of course, I understand that to make full use of the new features we’ll have to update our API calls to the new V4 API, but I would expect that current functionality would remain the same and only return the primary association.
Was this intentional? If so, I reckon it would be worth adding this to the knowledge base article or the V3 API documentation.
@adimare @jeffvincent Thanks for your work on this! Quick question for you. I see how we are able to create lists for contacts and companies based on labels. I’m wondering if it’s possible to create a filter for deals as well. I’m hoping to be able to use this feature to track partner-referred deals by adding the partner as an additional associated company using an object label. From reading through the comments I can see that doing this filtering/ trying to do this in reports is not currently supported. Any way to isolate deals with a Partner label associated?
Exciting to see this - this is one reason we don’t use HS like we could. We can’t associate deals easily with companies…will this allow us to associate a deal with a company from within the Deals page? I would love to be able to select multiple deals then associate them with a company. As it is now, we have to pick them one at a time and associate them manually. Thank you!
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Hi @daniloguerra! As of right now, I’m not aware of any plans to extend the limit on labels, but will let you know if the product team tells me otherwise. As for deleting labels, this is planned to be ready by the end of this year! I will post in this thread once it is ready.
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Hi @JEpstein1! You’re correct that deals don’t have the option for lists, and it’s not yet possible to filter by association labels on index pages either. I recognize that the following suggestions are not ideal, so I will let you know when filtering by association labels is in the works. For now some options I can think of:
- Filter on the deals index page based on Associated company - is equal to Partner name. This will filter deals where at least one of a deal’s associated companies is the partner company. So in this case, no label to clarify partner, but still a view of all deals the partner is involved in.
- Create a deal-based workflow that enrolls deals when their associated company has the partner label, with the action to set a custom property value for those deals. You could then filter by that property value in the deals index page. This would create an extra custom property for you to manage, but could be cleared and deleted once filtering labels is available.
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Hi @csconnor! Bulk associating is not currently supported. I will comment in the thread when I know more about the progress on this!
You can now import to bulk associate companies to records, and to set association labels! Instructions here: Create and use association labels
@Courtney_Clark @csconnor
If you’re looking for additional ways to associate records in bulk and automatically, Insycle is an app in the marketplace that complements and augments this new association feature and other issues related to data management.
Re questions in the thread, using Insycle you can:
- Set an association label based on a contact / company property via a workflow @Levi
- Associate deals, custom objects, parent/child companies, multiple companies per contact and apply any association label @daniloguerra
- Remove or add associations @daniloguerra
- Import association and labels using property names, for example, by matching “Company Name” in the CSV to a Company in HubSpot @Courtney_Clark
- Bulk associate @csconnor
In addition you can also:
- Associate records using multiple fields, for example, Company Name AND Country.
- Append or subtract labels from existing associations.
- Preview changes before they go live with a detailed CSV report. Run association in "Preview Mode” to simulate and test the process and data changes before any updates are made in HubSpot.
- Associate when the underlying data is inconsistent using exact, similar (fuzzy), and partial matching. Fine-tune rules to ignore top-level domains and sub-domains, formatting, spaces, text like “https://”, common terms like “Inc” or “Incorporated”, and more.
- Manage parent-child companies and create account hierarchies.
- Analyze millions of records for associations in seconds on-demand.
- Automate associations and alerts using date-based schedules or event-based triggers directly from HubSpot Workflows.
Here is a video and help article about how to add or remove multiple associations and labels in bulk and automatically.
Update on reporting on association labels - this is now on target to be available in public beta during Q1 of 2022.
Thanks for your patience as the beta progresses, we’ll let you know once this is ready!
Any idea when this will make it to custom objects? Thanks.
thanks a lot for this update! It is a really useful feature. Here are two additional ideas:
Filter deals by association
it would be great if users could create a filter by secondary associations for deals.
For example: show all deals where companyXY is associated with the association-label-YZ
Filter Data by association in reports
we would like to filter data in reports according to associations. So for example, show the deals closed won in the last six months where the companyXY is associated via the labelYZ.
@jeffvincent @adimare Are there any updates on this?
This is a great feature and we currently started to use it a few months ago.
Currently, we use it to label “Former Employees” of a company. We like to keep seeing at a high level the communication we have with a single account.
Additionally, though we have different contacts who work with different companies and organizations and when we email them we want to make sure that we are emailing them at the appropriate email address.
See Idea I posted here -https://community.hubspot.com/t5/HubSpot-Ideas/Assign-A-Contacts-Secondary-Emails-to-Different-Companies/idi-p/549295#M100321
We offer educational content that is valuable for an individual as well as a company. Many of our contacts represent different orgs or just like to vie our content for personal growth.
Example 1: John Smith works for “A-Corp” and also has his own business “Startup Company”. We would like to assign John@a-corp.com to A-Corp and John@startup.com to “Startup Company”
Example 2: John Smith has a work email & a personal email. Assign Johns work email to company account and his personal to another account
this is a fantastic addition, but we’d really like to add more than 10 labels for Contact & Deal specifically. Ideally we’d like this to be unlimited (at least in the hundreds).
Can we please get this in place ASAP!
Thanks,
@EliteEx 100% agree with this. 10 is way too few labels to get much use out this feature. Some of our CRM goals are stalling on this. TY!
@adimare any idea if association labels for custom objects is on the radar?
Thanks for the comments everyone!
- @AdamAllcock - there is not currently an update on this, I will let you know once I get an update on it.
- @EliteEx and @coop - I have passed along your feedback looking for more labels.
- @AAltenburg - support for custom objects is currently being worked on! The exact release date is TBD, but I will comment here once that is available.
Does the Salesforce sync now support “Contacts to Multiple Accounts”?
Is it possible to use this feature to create an association between two contacts? We are a B2C organisation and quite commonly two separate contacts may exist for the one household and therefore for practical purposes be the same ‘customer’
@adimare Any update on when we’ll be able to set associate labels via Workflow Automations? I’d like my automation that creates a ticket, to be able to set the association at the same time. This would greatly help with future workflows that update specific Ticket’s Stages.
If you know of a better way to help our automation differentiate which ticket we want it to be updating it would be greatly appreciated. Each Deal has at least 3 tickets in different pipelines. I don’t see a fool-proof way to make sure it only updates one Ticket and not the others. Below is what we have been recommended to do but it still doesn’t read safe to me with the “of the associated tickets Labeled All Tickets”.
