Workflows - Add associated companies

Smart CRM & Sales Hub CRM
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1

Hi,

We usually import deals in bulk and while contacts and companies are being created perfectly and contacts are being associated to each deal correctly, for some reason companies are not being associated to our deals. Is there a way we can create a workflow to automatically associate a contact’s company to the deals they are associated with? Or is there a way we can change the way we import deals so that both contacts and companies are associated with our deals?

Thank you!

2

Hi @Angela_Chan,

When you’re importing contact, companies and deals, are you importing all three objects at once? This would be a pre-requisite for establishing associations. Alternatively, you could run multiple imports to cover the associations between the objects. (Import contacts + deals, then export deals to access deal Record ID, then import contact + deals with Record ID to avoid duplicates.)

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If you find this too difficult, you could also leverage third-party apps like Insycle or Associ8:

Best regards!

3

Hi Karsten,

Thank you so much! That makes total sense.

4

Hey @Angela_Chan,

Thank you again for the mention @karstenkoehler. I’m with Insycle, wanted to chime in here and share a little bit more context about Insycle.

  • With Insycle, you can associate companies to deals (or any object in your database) automatically on a set schedule, or inject Insycle into HubSpot Workflows. There’s an article on the topic. So you could have Insycle automatically create associations immediately after a record hits your database.
  • Create associations from CSV on import all within Insycle. Or, import the deals and then make associations if required.
  • You can use any field as a matching field for association and use flexible matching options (exact match vs similar match, ignore whitespace/numbers/symbols/common terms (inc, co, LLC), matching only a portion of a field).
  • Match using related fields (like matching using phone number to mobile phone number, or “Company Phone” on the contact object, to “Phone” on the company object.
  • Create associations based on existing associations for other objects. I bold this because it sounds like it might be perfect for your use case. For example, you could say — if contacts that are associated with this company are also associated with a deal, the company should also be associated with that deal.

Hope that helps! If you have any questions don’t hesitate to ask here or shoot me a DM and I can see if it would help your use case.

Best,

Ryan

5

Hi @Angela_Chan,

This is now possible with workflows!

New Workflow Actions for Associations

June 18, 2024

What is it?

Admins will be able to automate parts of the association management process through workflows. They will be able to use new association actions within their workflows to help apply, update, or remove association labels and create new associations based on matching property values. We recommend watching the following videos to learn more:

Why does it matter?

Historically, managing associations and their labels was a tedious and manual process. This new functionality allows admins to automate some of those processes while increasing data quality and reducing manual work. As companies scale, it is difficult to continue managing associations manually, especially as their usage of associations and labels increases.

How does it work?

  • Admins will be able to add association actions to their workflows to help automate parts of the association and label management processes
  • We are introducing 4 new actions in contact, company, deal, ticket, and custom object based workflows :
    • Apply labels to already associated records
    • Update existing association labels
    • Remove existing association labels
    • Create new associations between two records that have properties with exact matching values
      • Note: This functionality only exists for single-line text, multi-line text, or phone number properties

Who gets it?

Content Enterprise, Content Pro, Marketing Enterprise, Marketing Pro, Ops Enterprise, Ops Pro, Sales Enterprise, Sales Pro, Service Enterprise, Service Pro

Learn More:

Join the discussion on our Community

Learn more on the Knowledge Base

You can find the beta here:

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Best regards!