HubSpot Ideas

llegault

Add ability to bulk set labels on associations

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!

32 Replies
KChau0
Member

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

DBushe
Member | Diamond Partner

Yes, please! Thank you!!

karien
Participant

yes please.... 

JHalmai
Participant

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

LButterfield
Participant

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

ABehring
Participant

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
Participant

Need it ASAP!

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

KPak
Member | 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
Participant

@KPak Hey thanks for the insight

Can you send a snapshot of an example?

KPak
Member | Elite Partner

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

MaorL
Participant
Helps a lot!
Thanks 🙂