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.
I'm Maggie from HubSpot's product team. I'm excited to announce that we're actively working on the ability to manage association labels via workflow. We're hoping to have something in beta for you all to test out within the next few months.
I also want to share this Knowledge Base article which outlines the ways that you can already use association labels in workflows (for things like enrollment) as it seems like there are a few questions in that space.
Thank you for all of your thoughtful feedback and examples! It helps us make sure that we're building the right thing 😊.
I'm thrilled to hear this is in development. We have a Deal-based Workflow that creates another Deal and an Association between those two Records. The last piece of the puzzle is to set the Association Label (pairing) for those Deals but at the moment we must assign them manually. Looking forward to it!
Yup, being able to use association labels in workflows would be super useful, also to leverage the timestamps when the labels were created for reporting!
Indirectly related - association labels still don't seem fully-baked - it still doesn't provide a solution to the question "how do I know who the primary contact is for this company?"
I know that everyone on this thread is eagerly awaiting a beta. We're actively working on this functionality and if you want more information of what will likely be included in our first release, I'd recommend checking out the "In Development" notification that went out last week. You can find this by navigating to Product Updates in your HubSpot portal and looking for "New Workflow Actions to Automate Association Processes."
We'll provide another update when we get ready to open up a broad beta.
Looking for this feature to appear on the HubSpot platform as well. Wish we could use the workflow to update the association label based on the property.
Would absolutely love to be on this beta, it's currently a major roadblock for certain Workflows in our operations. I also wonder if when creating custom objects, the option to only associate with Objects with certain associations will ever be a function?
We use associations to signpost "Referrers" as well as the "Primary", and currently workflows don't work as planned when automatically creating custom objects off the back of deal completions.
Looking forward to the Beta, any idea on timelines?
There was a question about the notification no longer showing up about the new workflow actions. I promise we haven't given up! I just tweaked the name of the release and that may have hidden it from product updates. All of which is to say we're on track for a private beta in May and I promise to alert you once that beta is ready for you to opt into.
