CRM

RRadoev
Member

Association labels as workflow enrollment triger

Hi,
As described here https://knowledge.hubspot.com/workflows/set-your-workflow-enrollment-triggers

we can use association labels as triggers but when I try to set my label it doesn't show up in the menu. I don't see it for company based workflow neither for contact ones.

I tried this guide as well https://knowledge.hubspot.com/crm-setup/create-and-use-association-labels#use-associations-labels-in...

But I still don't see what they show on the pictures and I can't see my labels.

Is there anything that needs to be set before association labels show up in the triggers menu on the right?

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8 Replies 8
Olivia_Bagnall
Guide | Platinum Partner
Guide | Platinum Partner

Association labels as workflow enrollment triger

@RRadoev Hi there! 

I would try to clear my cache or open my HS in an incognito windown and see if it makes a difference. If this does not work, can you olease send a screenshot of your whole screen showing your workflow enrollment trigger set-up when you can't see the labels appear? 

Thanks! 

 

Olivia Bagnall

Inbound Consultant and Project Manager

Baskey

 
 
 
o.bagnall@baskey.eu
www.baskey.eu
Rheingasse 14, 50676 Köln
 
 
 

Olivia Bagnall

Inbound Consultant | HubSpot Specialist | Community Champion

emailAddress
o.bagnall@baskey.eu
website
www.baskeydigital.com
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RRadoev
Member

Association labels as workflow enrollment triger

Tried clearing cache and different browser still don't see Associations as an enrollment trigger. Not for company based workflow nor contact based.

Screenshot from 2022-10-10 09-41-31.png

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RRadoev
Member

Association labels as workflow enrollment triger

I see what happens now. I need to select a property first and apply the filter then I can select the association label.
I thought I can use association label as the primary filter.

RRadoev
Member

Association labels as workflow enrollment triger

Can you answer another question though. Since association labels are used only in Company based workflow can I get the Associated Contact ID in the workflow and send it with a webhook action?

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Olivia_Bagnall
Guide | Platinum Partner
Guide | Platinum Partner

Association labels as workflow enrollment triger

@RRadoev I'm a little bit confused as to why you created the label as a company to contact label and not as a contact to company label. 
Screenshot 2022-10-12 at 12.03.05.pngScreenshot 2022-10-12 at 12.04.20.png

 


Since the label is 'Former Emplyee' I am assuming this is a label you want to apply to contacts? See image.

 

Screenshot 2022-10-12 at 12.01.42.png

 

 If you create it this way then you will be abel to use it in contact-based workflows.

Let me know if I am missing something here? 

 

Thanks! 

 

Olivia Bagnall

Inbound Consultant | HubSpot Specialist | Community Champion

emailAddress
o.bagnall@baskey.eu
website
www.baskeydigital.com
Book a consultation
RRadoev
Member

Association labels as workflow enrollment triger

@Olivia_Bagnall Any idea about my question above?

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christopher-RVO
Key Advisor | Diamond Partner
Key Advisor | Diamond Partner

Association labels as workflow enrollment triger

@RRadoev  Have you created your association labels in the account first? 

You would need to create these per object you want to associate to. You can navigate to this by going to Settings>Objects>Choose the object you want to build the association for>Associations>Create association>Insert your label


Christopher Barnett - VP of Revenue at Aptitude 8


RRadoev
Member

Association labels as workflow enrollment triger

Yes, of course.Screenshot from 2022-10-07 20-04-08.png

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