I've created a custom object that I would like to automatically be associated to a contact and the company assocaited with that contact. How would I do this so it is set up correctly?
I would also like to set up that if two properties match on different objects that they are associated with each other automatically. How would I set that up as well.
To set this up in HubSpot, I believe that you would have to custom code something using operations hub, and there is no simple way to set this up using the UI. Automatic assocaition is limited to contact->company and will not work with custom objects.
I did want to mention that Insycle can handle this — Insycle works with all records types, including custom objects (just ask the live chat support to include your specified custom object). Full disclosure, I work for Insycle.
Insycle lets you make associations in bulk and automatically, using any field in your database as a potential matching field. Then, you can schedule Insycle templates to run on a set schedule (such as every Sunday, for example) or inject them straight into HubSpot Workflows so that records are automatically associated using the rules that you define, immediately after a new record enters your system.
Additionally, Insycle allows for triangular associations to identify missing associated records. For example, a company is associated to a deal, and a contact is associated to the company. But the contact is not associated with the deal. Insycle is able to identify this missing association and create it for you, automatically.
We recently published this article covering our advanced HubSpot association features that will give you more context and let you see how these things look inside the software.
To set this up in HubSpot, I believe that you would have to custom code something using operations hub, and there is no simple way to set this up using the UI. Automatic assocaition is limited to contact->company and will not work with custom objects.
I did want to mention that Insycle can handle this — Insycle works with all records types, including custom objects (just ask the live chat support to include your specified custom object). Full disclosure, I work for Insycle.
Insycle lets you make associations in bulk and automatically, using any field in your database as a potential matching field. Then, you can schedule Insycle templates to run on a set schedule (such as every Sunday, for example) or inject them straight into HubSpot Workflows so that records are automatically associated using the rules that you define, immediately after a new record enters your system.
Additionally, Insycle allows for triangular associations to identify missing associated records. For example, a company is associated to a deal, and a contact is associated to the company. But the contact is not associated with the deal. Insycle is able to identify this missing association and create it for you, automatically.
We recently published this article covering our advanced HubSpot association features that will give you more context and let you see how these things look inside the software.
There are some apps out there that solve for associations but I don't believe it to be on the level of complexity that you're looking here.
What would be the best solution here is to create some workflows with Custom coded actions to handle the associations.
For the other part of your question, you'd most likely need to have a schedule workflow running that would periodicly check if properties on different objects are matching but this can also quickly get complex so I would need a bit more details to help on this.
If you'd like you can reach out to me privately on the forum or schedule a quick meeting with me here, for me to get a better overview of the problem and see how I can help here.
Best, Anze
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