HubSpot Ideas

NicoleSengers

Set Association Labels On Records via a Workflow

I would love to be able to add in the new association labels using a workflow - rather than needing to do this manually.

this would enable businesses who have contact A who makes a booking and Contacts B, C, D etc who attend a course or an event flagged as attendees. so a business knows which are valuable contacts.

 

It would also be helpful to be able to use a workflow to send different communications to clients based on their association tag.

358 Replies
MRenders
Participant | Platinum Partner

hi @MaggieB

 

I've encountered some issues with the association steps in a workflow. For a client of our we set-up event forms where a contact can indicate to bring a guest, we ask the guests information (including email). After the form submit a workflow starts to either create a new contact, of if the contact already exists in the CRM, to associate the contact. I've encountered two problems:

 

  1. The property matching seems to be case sensitive. If this is the case, this should be mentioned somewhere in the documentation or step.
    MRenders_0-1727438385985.png

  2. In the action logs the workflow always says "Action succeeded", even if it is not. 
    • When the association is not made it says "Action succeeded", but if you look more into the details it gives this message:
      {"outputFields":{"hs_execution_state":"SUCCESS","message":"No associated object was found"}}
    • When the association is made and the action actually succeeded if gives me this: 
      MRenders_1-1727438596348.png

      It first says "This action was initiated", then "Action succeeded". And if you go and look in the details of "action succeeded" if gives the same message as above, even though the association is actually made this time. 

The two things mentioned above happen for every worflow step; "create associations", "Apply association labels" and for "Remove association labels". 

 

Thank you for looking into this! 
Kind regards, Maarten

AJakubik
Participant

Please tell me instantly, when there is something new to set automatically contact labels via workflow. Thank you!

menriquez9
Member

Yes this would be helpful for our referral program. If we have a contact or employee use a referrall form to submit a referral lead, would love to use a workflow to tag the contact giving the referral with an association label called "Referral Source" and tag the referral with a association label called "Referral Lead" automatically vs having to do this manually.

FMaher
Contributor

@menriquez9 - Yes this would be very helpful!

HOliveira8
Member

Help HubSpot!

Sama8525
Member

Any update on the Beta? We badly need the ability to automatically set assocation labels based on contact properties.

MaggieB
HubSpot Product Team

Hi folks! 

 

If you submitted a request to join the Association Actions beta, your request has been approved (as of yesterday)! We've spent the last few months scaling our systems to ensure they can keep up with all the usage and as a result had to pause on beta additions for a bit. We'll continue to add portals who request beta access and move towards rolling this functionality out to all customers (who have at least one Pro+ hub) towards the end of the year.

 

Best,

 

Maggie

heisdnice
Member

So i see we can assign association labels when we are creating a record or task, but will we eventually be able to add association labels via a workflow for past records?

MVickers
Member

Hi Maggie + Team,

 

As a part of this would it be possible to change the copy functionality to work based on association labels? 

 

Currently to copy a field from contact to deal the only option is "contact most recently updated". 

 

id love to be able to copy fields from various contacts to a deal, but would need the labels to count for this to work. 

 

Same with text messages from deals actually now that i think about it.  

FMaher
Contributor

+1 for @MVickers suggestion. This would be extremely helpfull for us too.

garciapiano
Contributor

This is the missing link in Hubspot!

Coopr
Contributor
MWWesterterp
Contributor

Yes, @Coopr  works like a charm. I have added it in several workflows. 

I do hope the we can also start workflows based on labels or added labels or a removed label. Would be great!

MaggieB
HubSpot Product Team

I'm excited to announce that this feature has been rolled out to all customers as of last Thursday. Our last piece of remaining work is that we're planning to add the ability to create new associations based on matching number and single select type properties early next year. We'll also be exploring if we can expand the number of supported object types that can leverage the new actions. For any future association + workflow requests, please spin up a new idea. 

 

Thank you!

Reshek
Member

Hey Hubspot team,

We’ve exceeded the association limit for contact-to-tickets associations, and I need to remove some of these associations (not labels). I’ve tried several times to do it through the workflow using your new association feature, but it only works with labels, not the associated objects. Additionally, I tried doing it through Associ8, but it didn’t help. Is there any way to remove contact-to-tickets associations?

Thanks!

GIlievski
Contributor | Diamond Partner

@Reshek it's a bit tricky but you can remove the associations.

 

Your workflow should look something like this:

Screenshot 2025-01-17 at 1.24.43 pm.png

1. First apply a named label (If you only have a label-less association on the contact to tickets)

Screenshot 2025-01-17 at 1.29.57 pm.png

 

2. Remove the newly applied association label but when you do make sure you tick the box at the bottom of the "Remove" action.

Screenshot 2025-01-17 at 1.27.59 pm.png

 

 

Hope that helps.

GIlievski
Contributor | Diamond Partner

@Reshek you can remove associations that have a label already. Or if they don't you can set it in 1 action and in the next one remove the label and the association. Just make sure on the "Remove" action you tick the box "Remove all associations between records that have this label" at the bottom. Something like this:

Screenshot 2025-01-17 at 1.24.43 pm.png

Screenshot 2025-01-17 at 3.27.28 pm.png

 

Screenshot 2025-01-17 at 1.27.59 pm.png

 

Hope that helps!

Reshek
Member

Hello, I've tried several times, but it didn't help.

 The workflow shows that tickets were enrolled, but associations remain the same. 

Снимок экрана 2025-01-20 в 19.23.49.png

Снимок экрана 2025-01-20 в 19.24.34.png

Снимок экрана 2025-01-20 в 19.24.50.png