Hey @AlexC1 as you mention the object Orders doesn't have any way to directly associate or even manage associations as the other main objects or as a custom object. To tackle that and if you REALLLY need to make this happen through Orders instead of a new custom object my suggestion would be to:
1.1) Create a pipeline called "Orders" 1.2) Create a deal property called order ID 2) Create a workflow that will create a new record (deal) every time a new order is created, associate both objects and copy the ID to your new deal property. 3) Create another workflow where everytime a new deal is created on your "Order" pipeline it will associate with contacts with the same order ID.
This way (not the best way) even without a direct Order <> Contact association you'll be able to communicate (Edit, Copy, Make Reports) between those 2 using the Order <> Deal <> Contact association.
Hope it helped 🙂
José Pedro Forte RevOps Manager at Infraspeak
• Hubspot Champion User - 2019 • Marketing Hub Champion User - 2020 • +100 Hubspot Community Kudos - 2023 • Community Champion - 2023
Hubspot headaches? Let's turn Oh's into workflows!
Hey @AlexC1 as you mention the object Orders doesn't have any way to directly associate or even manage associations as the other main objects or as a custom object. To tackle that and if you REALLLY need to make this happen through Orders instead of a new custom object my suggestion would be to:
1.1) Create a pipeline called "Orders" 1.2) Create a deal property called order ID 2) Create a workflow that will create a new record (deal) every time a new order is created, associate both objects and copy the ID to your new deal property. 3) Create another workflow where everytime a new deal is created on your "Order" pipeline it will associate with contacts with the same order ID.
This way (not the best way) even without a direct Order <> Contact association you'll be able to communicate (Edit, Copy, Make Reports) between those 2 using the Order <> Deal <> Contact association.
Hope it helped 🙂
José Pedro Forte RevOps Manager at Infraspeak
• Hubspot Champion User - 2019 • Marketing Hub Champion User - 2020 • +100 Hubspot Community Kudos - 2023 • Community Champion - 2023
Hubspot headaches? Let's turn Oh's into workflows!