Add ability to bulk set labels on associations

llegault

Hey team! RE this feature https://knowledge.hubspot.com/crm-setup/associations-enhancements-beta

 

We would like to be able to set labels on associations in bulk. For example, we would like to use a workflow to enroll contacts > if/then branch checks if the contact has a certain contact property value set > if yes > action > set 'label' on associated company.

 

This would save the user time. The current workaround is to create a list of those contacts. Then host into their associated company manually and set the association label. One by one. This is very time consuming.

 

Thanks for your consideration!

36件のコメント
KChau0
メンバー

Yes this would be very helpful!  Has anyone found a work around?

DBushe
メンバー | Diamond Partner

Yes, please! Thank you!!

karien
投稿者 | Gold Partner

yes please.... 

JHalmai
参加者

Would be suuuper useful! Do we know any updates about this? 

LButterfield
投稿者

Yes this would be fantastic and not just on companies and contacts but on ALL records. Data correction around this is a nightmare!

ABehring
参加者

It looks like HubSpot only responded to a newer Ideas request, but according to the response in Jan 2023, sounds like this feature may be coming to beta soon:

 

https://community.hubspot.com/t5/HubSpot-Ideas/Set-Association-Labels-On-Records-via-a-Workflow/idi-...

LudmillaGarcia
HubSpot Employee

this feature would change lives lol I mean I have run into lots of customers looking for that, and it would facilitate a lot! 🙂

MaorL
参加者

Need it ASAP!

At least for start being able to export and bulk edit then import back

KPak
投稿者 | Elite Partner

@MaorL you can export your associations and import them back with an association label. Add two columns for the two record IDs and then another column with the association label. 

MaorL
参加者

@KPak Hey thanks for the insight

Can you send a snapshot of an example?

KPak
投稿者 | Elite Partner

Hi @MaorL this HubSpot KB article has the steps to import using association labels. Hope that helps!

MaorL
参加者
Helps a lot!
Thanks 🙂
dpilat
メンバー

yes please! either updated via upload, workflow or have association lable logic (ie. property = ______  make label _____  etc)

 

I am currently updating 1101 contact-company associataions manual - 50 to 100 every day 

KPak
投稿者 | Elite Partner

We now use the Integration Glue Workflow App to do bulk associations. Works great and so do all their other apps! You can create associations via Record IDs which we use to add labels automatically after things have been associated, or you can do if criteria match on different records. Also really helps to bulk delete associations which you can't do atm. 

 

Workflow Associations Manager.png

Workflow filter criteria.png

dorviedev
参加者

This feature exists now in workflows as of Dec 2024, if you have at least Pro hub:

 

https://community.hubspot.com/t5/HubSpot-Ideas/Set-Association-Labels-On-Records-via-a-Workflow/idi-...

ステータスに更新: Delivered
NazM
HubSpot製品開発チーム

Hi HubSpot Community, 

This is Naz from HubSpot product team. You can now apply labels based on record properties through workflow actions. If you have any additional use-cases please spin up a new Idea.