How do I associate imported contacts with existing companies based on a custom field on each record?

[swells12]

I am importing contacts that do not always get associated with a company. I need to create a workflow that looks for a property on the Contact and see if it matches a property on any of our Company records and then associate that company to that contact.

I have two scenarios. One where I want to match based on the Company Name on the Contact to the Company Name on the Company. The other is based on a custom field.

It seems I need to create custom code for this and I cannot find one that works.

The custom field information:

The contact property's internal name is: unique_id_for_company_association

The company property's internal name is: unique_id_for_company_association

[karstenkoehler · Accepted solution]

Hi @swells12,

You should be able to achieve this with the third-party integration Associ8: https://ecosystem.hubspot.com/marketplace/apps/productivity/workflow-automation/associations-app-272...

Best regards!

[karstenkoehler · Accepted solution]

Hi @swells12,

Good news, this is now possible!

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:

• Create Associations
• Apply Association Labels
• Update and Remove Association Labels

Why does it matter?

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

Learn More:

Join the discussion on our Community

Learn more on the Knowledge Base

You can find the beta here:

Best regards!

[karstenkoehler · Accepted solution]

Hi @swells12,

You should be able to achieve this with the third-party integration Associ8: https://ecosystem.hubspot.com/marketplace/apps/productivity/workflow-automation/associations-app-272...

Best regards!