One of my colleages has uploaded some contacts, lots of them. None of which are linked to a company. If I filter by postcode, how can I add the company to all of the contacts in that group?
Bulk-updating associations is currently only possible via import (as in importing contacts and companies as a multi-object import) or via API. HubSpot does not have any features in the user face for bulk association.
If we're talking about a manageable amount of records, doing this manually is probably the best option.
Good news, this is now also possible through 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:
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
I'm showing up a little late but are you still associating them manually? You could use Associ8 to do it automatically. It creates associations based on shared property values between the two specified objects:
I'd be happy to help you get set up for your use case if you'd like. Or you can check out the Associ8 - Demo video if you're the "do-it-yourself" type! Just let me know.
Bulk-updating associations is currently only possible via import (as in importing contacts and companies as a multi-object import) or via API. HubSpot does not have any features in the user face for bulk association.
If we're talking about a manageable amount of records, doing this manually is probably the best option.