Associate Contact With Custom Object Through Workflow

SOLVE
cives
Participant

Hi there, I have a custom object titled "on-demand training". These are recorded pieces of e-learning that are available for purchase. I'm looking to create a workflow where:

 

1. Customer requests/purchases on-demand training

2. They are emailed a confirmation

3.  Sent a link to a CMS/Membership web page titled "my trainings"

4. On that page it will show them all of the training that they have requested/purchased.

 

--

 

I know how to create this from a development standpoint, however, I'm unsure how to automate associating the contact with the custom object; this is a necessary step to be able to create the page and display the CRM Association

 

Any ideas?

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Accepted Solutions
karstenkoehler
Solution
Most Valuable Member

Hi @cives,

 

There are two ways to approach this.

 

To achieve this after both records have been created already, you would need custom code actions in workflows, only available in Operations Hub Professional. If you do go down that route, this Library For Programmable Automation has snippet relating to associating objects which you could take as inspiration.

 

Looking at your steps, you might also create the custom object via a contact-based workflow (via the "Create record" action in the right sidebar). In that case HubSpot will automatically associate both objects. That would be the only way that HubSpot can currently automatically establish the association, out of the box.

 

Let me know if you have any follow-up questions!

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


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JDobson
Participant | Platinum Partner

Currently there is no way to automatically associate and existing contact record with an existing custom object record through workflows unless you use the custom code action (requires Operations Hub Professional).

 

BUT, you can associate a new record to the contact through the "Create record" workflow action. You could try creating a new record using the "on-demand training" custom object for each contact that purchases on-demand training and then put them in a list to keep track of the contacts. If you have a property in your custom object that indicates which training they bought, you could keep track and report on which trainings have been bought by who.

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John Dobson
Senior HubSpot Consultant at Pearagon

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karstenkoehler
Solution
Most Valuable Member

Hi @cives,

 

There are two ways to approach this.

 

To achieve this after both records have been created already, you would need custom code actions in workflows, only available in Operations Hub Professional. If you do go down that route, this Library For Programmable Automation has snippet relating to associating objects which you could take as inspiration.

 

Looking at your steps, you might also create the custom object via a contact-based workflow (via the "Create record" action in the right sidebar). In that case HubSpot will automatically associate both objects. That would be the only way that HubSpot can currently automatically establish the association, out of the box.

 

Let me know if you have any follow-up questions!

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.

View solution in original post

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