I'm very excited to have the beta of creating associations and labeling them between records. But it feels incomplete without the ability to associate records via workflows. My use case is something I've been trying to implement with workarounds since my company started using huspot.
Use Case: We're a solar panel manfacturer. We sell to distributors, that sell to solar installers, that sell to homeowners. We generate plenty of homeowner leads that we would like to send to our customer installer companies.
I want to set a workflow that will assoicate the lead's contact record to the installer company record under the assciation label I made for this purpose, then send a new lead notification to the campany' designated lead-getting employee associated contact , all based on the location of the lead.
I want to be able to look at the lead contact record and see which of our installer companies we sent it to. Or look at an installer company and see all the leads we've sent to them. Or create a deal that is between the lead and the installer company for every lead we send to the company.
There's just no way to manually associate these records as we get thousands of these leads a quarter, this seems like such a blind spot for B2B users.
While I know that this is possible through API, its something that is missing from the workflow tool. Would use this feature daily to keep my records up to date.
We need this feature to associate invoices to Companies. The current Xero integration associates invoices to individuals (Contacts) and not Companies, so allowing a workflow to associate an invoice with a Company would be a suitable workaround.
Same issue here. I just used the "Associate Records of the Same Object Type" beta version, which is very usefull for referral program (referer and referal) but it has small interest without the workflow option....
Yes, I think this is a critical need to scale. My specific use case I was trying to look at today was to create a workflow to set up an association based on existing assocations. For example - if a deal is associated with a company record, I wanted to build a workflow to automatically associate that deal with all contacts already associated with the company. It just requires our sales team to manually associated every single object which is inefficient.
We would like a feature in the workflow actions that allows us to associate a contact with another contact. Currently, we have data on both learners and mentors and would like to be able to associate mentors with their learners. This functionality would be very useful for our internal team.
We run training courses. And we have a custom property set up to give information about the course. I want to associate the contacts who have attended to the course that they've attended. Seems such a simple thing that can't be done automatically - going to have to go through manually, which is really frustrating!
Hey @AShukla38, Is the same-object associations currently out of beta? Or do you belong to the beta? Having trouble finding the HubSpot blog post about the beta feature.
There currently is no way to associate records in HubSpot Workflows. But I wanted to share something that might help.
Insycle (full disclosure, I work there) allows for you to associate contacts, companies, deals, and custom objects, in bulk, using any field in your database as a matching field. You can also manage primary associations/labels/child-parent associations with Insycle.
Then you can schedule that template to run on a set schedule in Insycle (such as every Friday) or add an Insycle Recipe directly into your HubSpot Workflows. That way, you can ensure your associations are set immediately after new data hits your database and before you begin to engage with them. We recently published anarticle about this.
Insycle.com is working really great by the way! It's an additional expense, but I'm pretty much using it as a marketing attribution tool by automatically associating contacts/companies/deals to my custom object "Campaign Results". Then I am able to use the associations to create lead scoring and evaluate deal first touch/last touch.
Our use case is that we have partners who refer contacts to us. We also have the partners in HubSpot as contacts. We'd like to do a 1 to many association between partners and the contacts that they refer. There's simply too many partners and contacts to do this manually.
I'd like to be able to create an association through a workflow where if one contact (the Partner) has a custom property Implementation Partner = yes, and custom contact property Partner ID = 12345, we'd associate them to any other contacts with Partner ID =12345 in a 1:many association.
We need to be able to use this association in workflows to copy property values from the one partner to their many contacts. The many contacts should have the same Contact Owner as the Partner so that the same person on our side can work with the partner and the people they've referred to us.
If that latter part is somehow already achievable, please let me know!
I found a "solution"... I was using Zapier and created a private app in Hubspot so that I could connect Zapier directly to the Hubspot API. I was then able to make the proper API calls to both read and write associations. This also solved my problems getting to Quote information as well.
Yes please! We have many use cases where this would be usefull and would help us from a lot of manual work. The latest is a form with more information regarding a deal. This form creates a ticket so that the marketing team can create some material before we can continue with the deal. I would like to automatically associate the ticket with the deal based on the quote number we/the customer have.
