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.
All of the above! I'm creating new records on a custom object via a workflow, and checking the box to associate the company from the deal to the new custom object record, but it does not keep the association label. I added the beta for setting it, but there are 4 labels, so there's no way to set it when I can't see what it was at the deal level. 😞 Hoping we can figure out a way with custom coded workflows.
I've had a need for pretty much everything mentioned above.
Hi, @MaggieB. You mentioned that "creating an association" would be added soon, in the next few weeks. Could you specify a date or even month when that would occur? How would we, as users, be notified?
I am participating in the beta and don't know how to give feedback on it. Fist, thanks for working on a beta! Second, the beta does not allow you to update association labels for contacts/companies that do not already have an existing label. It can only update labels if there has already been a label assigned.
You can opt in by going to your Product Updates section of HubSpot and looking for "New Workflow Actions for Associations." Check out this Knowledge Base article if you want to learn more. As you test out the actions, please keep the feedback coming! We'll likely expand the functionality later in the year.
This is great! The very first one I created was the ability to automatically associated contacts with their company based on matching domain names (I have this setting intentionally turned off because it creates companies unnecessarily).
Associating requires matching values in properties on both records (although based on the dropdown, it looks like the intention is to expand this?)
The issue that I take is that this tool seems to only be capable of using text fields on both ends of the association attempt to search for matching values. The problem with this is that if I want to match a unique value, then using the text fields drastically reduces my options and increases the complexity that I have to work with. For instance, an value that is sure to be unique would be a Record ID. With this beta version, I cannot use that field. I would have to copy the record ID of all records into a separate text field.
Another problem is that I cannot use dropdown select fields, either. Currently we are using a third party app, Associ8. This app allows us to use any type of property field to search for and/or find values of to attempt the association. We have created dropdowns for some staff in some departments for ease of activation in associations so that labels can be applied and information can be copied or synced easily. The hope was to switch away from using Associ8, which is slow and buggy, and begin using the native capabilities of HubSpot once they were implemented.
Will there, at some point, be added the capability to use property types other than text fields?
Hi @MaggieB, thanks for your update. Great to see this beta, I am going to love this!
Just some feedback: It seems like adding or updating association labels via the beta "New Workflow Actions for Associations" is not working for workflows created in the ticket pipeline settings.
Deleting is possible, but the other actions aren't. However, these actions are available in the workflows created in the workflow tool.
Will everything be made available in all types of workflows please?
I've enrolled in the beta, and its great that you can create the associations based on matching property values.
What I'd really like to do is create associations based on date ranges.
Usecase - I have a custom object where many records can be associated with a company over time. When a new deal is created for that company, I would like to find all records of that custom object that were created within X days of the deal creation, and associate those objects with the deal as well as the company. The custom object would only be associated to a single deal at a time.
I think I've found a rather hacky way to do it using matching values, but its not very efficient. Native functionality would be preferred.
It would be really helpful if we could change the line items within a deal. Is there a solution coming for this? Adding the option to select 'line item' in the 'select property to match on' field would solve this issue, correct?
Huge thanks on this one! I've implemented in several workflows and it's working beatifully.
Some feedback I have on a Enterprise scenario, that I'm totally willing to share more and colaborate, is that we're trying to associate companies to custom objects that holds our product's data, but was not able to.
For example, we have a custom object Apps, which is connected to Companies and Contacts thru the following association: Company > Contact > App User (Custom) > App (custom).
We want to display App data on both Company and Contact levels, so our teams don't have to keep navigating up and down thru these 4 objects and 4 other more. These associations are fixed, so once set, they won't need to be ever changed and that would hugely benefit the our usability and speed on geting things done company wide.
With that, my way strategy to match Companies and Apps was thru rolling the company ID down to app thru calculated properties, which only contains a reference for the company id, and matching that to Company>Record ID.
The problem I'm having is that I both can't select the Calculated field App>Primary Company ID not the default Company Record ID for association.
If I were able to select these fields for association. BOOOM, magic is done!!!
Let me know if you have any questions, if that would be something possible for now, and how I would support it!
@MaggieB thanks for the update on the beta! The solution already looks super great!
But i am also having a problem were you maybe can support me: I am creating new records via workflows (for example Tickets from Deals for Customer Onboarding purpose) and i would like to assign the respective association label for the newly created ticket object. But given the current implementations of the workflow actions, i can not do this right?
The only solution i can think about right now is to create a hidden unique property on the deal (like the record id), copy this over to the newly created ticket and then use the 'Apply association labels to a record ' to match via these hidden properties.
@MaggieB I have started testing this but you cant choose specific custom objects to remove/add association labels from. It just applies to all of them which obviously isnt ideal behaviour. For example, we track event attendance using custom objects and set labels for attend/didnt attend for each event. I have a group of people who were incorrectly tagged for one event, but when I go to remove the association label, I cant choose the event for this year, it seems it will apply to any event with that label.
Will this ability be coming in the future to be able to use the custom object properties to filter which ones it applies to? (e.g. name)
Hi @ABeney! I would play around with the enrollment criteria. You could create a list of contacts who were incorrectly tagged and then only run the workflow on that list of contacts. That should make it so that the label is only removed from the right contacts. We'll keep listening on if we need to add further refinements for the label actions. Thanks!
@LukasK we've heard this feedback a few times and I unfortunately don't have a great answer for you at this point. It sounds like you want to create a new record, associate it to the enrolled record and then label that new association. That 100% makes sense and we'll continue looking into how to make this work but I unfortunately don't have a great solution right this minute (but everyone else please chime in if you have an inventive idea).
Hi @MaggieB - I have created the list of contacts already but if I enroll them, it will remove the attended label from any other events they are associated with as well, not just the specific one that has been tagged wrong. Any other advice?
First of all it's so great that his feature is finaly available! 🎉
One limitation I found so far (And not sure if it was already posted): When matching through a property I would love to use the Record ID of the property to search for. We use Tickets to bridge the gap between different deals and in order to connect them with eachother we copy the ID of the source record. In the end the ID is the safest way to get the right match. But unfortunately I can't use the Record ID in "Select a property to match on" (See following screenshot).
Any reason why that's the case or is it already on the roadmap?
