CRM

WWilson
Member

Detect when records are associated

SOLVE

Is there any way to detect when record associations are added or removed?

For example, I have 2 custom objects and when a record in object1 gets associated to a records in object2, I want to be able to detect that event. Also, I want to detect when that association is removed.

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Detect when records are associated

SOLVE

Hi @WWilson,

 

How do you want to detect when this happens? I'd approach this by setting up a workflow for object 1 that enrolls records when the create date (or any other default property) of object 2 is known. You could then stamp any property of the enrolled records or send an internal notification for easy identification of this new association.

 

Doing the same for a removed association is more tricky, I'm not sure it can be done within a workflow so I'd be interested to hear others chime in on their thoughts.

 

Cheers!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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1 Reply 1
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Detect when records are associated

SOLVE

Hi @WWilson,

 

How do you want to detect when this happens? I'd approach this by setting up a workflow for object 1 that enrolls records when the create date (or any other default property) of object 2 is known. You could then stamp any property of the enrolled records or send an internal notification for easy identification of this new association.

 

Doing the same for a removed association is more tricky, I'm not sure it can be done within a workflow so I'd be interested to hear others chime in on their thoughts.

 

Cheers!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.