Update associated labels by workflows in pipelines
1. Who: Sales, Service and Marketing - using pipelines in whatever way
2. Goal: Need ist the following: We are using the new functionality "associated labels" for companies, contacts, deals and tickets. Very smart. There is a little functionality missing. It should be possible to set the label value by automation workflow - related to the pipeline. So that I can update this value by setting this in a workflow. Creates a lot of benefits and possibilities to use theese labels in processes.
3. Value: Create a better view on specific processes and be in the position to have different open ticktes in different ticket pipes associated with one deal
This HubSpot Community blog post might have something to meet this need. Look at the Resources section at the very end about an integration called associ8 by Aptitude 8.It has a free version that looks like it might do what you're asking about.
I want to be able to add 'partner' association labels to contacts and companies associated to a deal from partner companies. Right now I have to rely on staff to remember to add the label, and I spend at least an hour every week going through all the deals and making sure the labels are on there. I can't even run a report to check the labels are on - I need to manually check each deal individually. The reason we need to the label is to prevent other workflows using data from or populating a partner company with client data. This functionality would save me heaps of time.
This would be very useful if we could automate association tags to help sync with other tools. We create deals in Hubspot and sync them to salesforce at the point of SAL. We need the association tag populated to ensure that the contact associated to the deal also associates to the opportunity in salesforce. Without the ability to automate we need to remember to add this manually every time so it creates a risk that deal information doesn't sync up correctly
