Maintaining Associations Across Objects

We associate Companies, Contacts, Tickets, Deals, and custom objects in our case of Partners, and Projects. They all associate with one another.

For example, if we set the Partner of a Company to Tesla, how can we make it so that all of the Contacts that are associated with the Company are also associated with the Partner called Tesla?

Any ideas?

Hi @kevinphelps,

Great news! I came across a similar question from another user, and it seems that there is an app available in our Marketplace that can help you achieve this objective.

Here is the thread where this app is discussed: Association with custom objects.

Take a look and let me know what you think!

Thanks,

Diana

Hi @DianaGomez @kevinphelps

I would actually associate the partner custom object to the right company object which will also include the contact association (see video)

Let me know if this worked :slightly_smiling_face:
Cheers,

Andreas Geamanu

Co-founder at https://introw.io/