[Recording] Associations with Rachel Webb

Groups HubSpot Admins HUG
1

On December 6, 2022, Rachel Webb (Product Lead, HubSpot) pulled back the curtains to reveal where HubSpot is headed with associations.

https://play.vidyard.com/z2KUb1VTXLnf2q3GN5h3kD.html?

2

Thanks for another great session!

3

Thanks for the deep dive on associations, Rachel and Kyle.

During the session some people asked about advanced association use cases:

  1. Bulk remove associations or labels
  2. Automate associations using HubSpot workflows
  3. Replace associations automatically
  4. Using multiple fields to associate (For example, associate by using “Domain OR Website” values, or associate by using “Domain AND Country” values)
  5. Copy field values from parent to child companies

If you’re open to using a tool, Insycle’s Associate app solves these 5 use cases and others that require fine-grained controls and bulk operations. Insycle is an app in the HubSpot App Marketplace that complements and augments HubSpot’s new association feature among other data management use cases.