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!
Weitere Ideen mit folgender Beschriftung anzeigen:
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.
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:
@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.
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.
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.
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