Add association labels on object creation form

[HNewman]

With the recent expansion of associations in HubSpot (same object association, many-to-one associations, association labels, etc) it would be great if we could allow for a set association with an association label when creating an object.

This would be done via customising the "Create a record" form, under "Associations". Instead of just one association per object type, allow for multiple per object association label.

Example: Edit the "Create a deal" form. Under associations, you see two entries for the Company association. One is Primary company as usual, but then underneath you have Partner company, Partner being an association label that has been set up, either optional or mandatory.

Now when creating a deal, I must select the Primary company, but I also can/must select a Partner company.

This feature would be great for teams/users who input data into HubSpot. By allowing the option to be set to mandatory, it also improves data robustness. 

Currently, we have no way to ensure that association labels are actually used. At our business we have internal processes that should be followed, but people forget to follow the process. This can lead to records that don't have all the correct information, which then leads to manually having to check records are correct.

Example image:

[RBozeman]

Hey @HNewman,

This would be awesome, +1 vote. 

Enforcing consistent labeling can be tough, for sure. People genuinely forget, and no one wants to constantly hound their teams to follow these rules.

Also just wanted to share that Insycle might be able to help — full disclosure, I work at Insycle. But they may be able to bridge this gap for you. 

With Insycle, you can associate records in bulk, based on parameters you set. This includes association labels, so you could automatically associate companies with their partner companies and appropriately label them, if you had a way to identify the partner organization through the data. Where do your employees find this information when they are manually creating associations?

Additionally, you can inject Insycle templates into HubSpot Workflows, so that associations are automatically created based on the rules that you set, immediately after a record is created, and before the first communications go out to that contact/company. 

Here is an article that gives a good overview of our HubSpot association features that you might find helpful. 

Hope that helps!

[JNesta]

I run into an issue with this often when I'm trying to use objects' data other than the workflow object type. You can use the other objects' properties but you can't filter the scope of dissemination without using associations. If I could create an association when I create an object in the workflow, I could then apply more property values based on those other object types to the newly created object and only the newly created object.

[JennyMac]

+1 upvote. When users create an object (e.g. a Deal), I want to ensure they enter all the relevant details into the Object creation form, including the relevant associated Objects (e.g. Contacts and Deals) AND the appropriate association labels. Missing the association labels here is a problem - association labels lose their value when they are not used - and currently, a user needs to remember to go into a record after creating it to add association labels. Not great. 

However - when I associate a record from within an existing Object (e.g. I open an existing Deal, click Add in the Contact card), I select the associated record then it prompts me to add a label. This is great and I would love to see the same type of functionality on Object Creation forms.

[MvandenIngh]

same here. by the time the deal has been created, the sales rep won't care any more about your data robustness program, hence it gotta happen in the deal creation process. must have!

[JD91]

That's a must have. The labeling has to happen upon creation. After it I just don't see it happening across my team.

[GBiccard]

Please.  This would be amaizing, and would resolved some of the issues I have with data quality.