CMS Development

AlexC1
Member

Order Association Not Available in

SOLVE

General info about Order

https://knowledge.hubspot.com/integrations/view-the-order-object

 

I want to do Association between Order and Contact or Order and Company or even Order and Custom Object 

 

there is a new way to do association in workflow

https://knowledge.hubspot.com/workflows/manage-crm-record-associations-with-workflows

 

so let's focus on association between Order and Contact

in the Order I have new prop CustomId=123

in the contact I have the same CustomId=123

 

I want to create between them association and I want to avoid to use API coz there are always issue with LIMITATIONS

but in the CRM for Actions there are no Association for Order field

 

another question is why there is no Data Model for this Order object type

 

Event in Deals Settings there are no Association tab, why?

 

 

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1 Accepted solution
jforte
Solution
Top Contributor

Order Association Not Available in

SOLVE

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 Forte - Hubspot ChampJosé 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!

Let's Connect !

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0 Upvotes
1 Reply 1
jforte
Solution
Top Contributor

Order Association Not Available in

SOLVE

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 Forte - Hubspot ChampJosé 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!

Let's Connect !
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