I have configured the activity default association behavior such that on my custom object, note creation (for example) will also associate with any contacts that are also associated with the custom object instance.
However, I only want this behavior under a condition. The condition is a property value of my custom object. If the condition is met, this auto association behavior will apply only. I do not see an option for this under the activity association settings.
Is there a workaround?
If someone creates a note, I was at least expecting a checkbox for an object type (“contacts”) that would let me check and then uncheck it to deselect all default contact associations of the note activity. That would at least be manageable but it is requiring deselection of individual contacts.
Thanks.
Hi @RLehrhaupt,
This should be achievable with a Workaround using Custom Code actions in Workflows (requires Data Hub Pro or Enterprise).
You can use a property change as the enrollment trigger, then leverage a custom code action to retrieve associated Notes and Contacts via the Custom Objects Read API, and create the necessary associations using the Associations API.
As a best practice, I’d also recommend adding a final workflow step to reset the triggering property value so future updates can re-enroll the record. Since this requires custom development, it would be best to review the approach with your developer.
Hope this helps!
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Tzuriel LopezSolutions EngineerPre-Sales | HubSpot |
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Tzuriel, thanks for the quick response. Unfortunately I was looking for a non custom code solution. I know that this is possible building a system from the APIs but the desired functionality feels so close to the current functionality. Are there engagement based triggers for objects such as note creation that will allow me to enroll a custom object and associate the notes.
If it is possible to create these activity associations within the workflow then I could make the default behavior null and conditionalize the associations in the workflow.
Unfortunately, this is the only option I see available. I also reviewed some integrations but none of them are able to associate Notes to Contacts Associated to the Custom Object.
I recommend adding this feature request into our Ideas Forum so our Product Team is aware of this need and other customers can upvote for this.
I agree with @Tzuriel. I do wish there was a setting in HubSpot to automatically associate all activities on one object to another. For example, I want all emails & notes on the contact card to automatically be associated to the company card, or the primary deal card.
I’ve had clients request this before and I typically build a custom zapier/n8n solution using the API as mentioned.
Cheers!
