creating workflows to target audiences based on tangential associations

[BCarlquist]

I'm having trouble building audiences of Contacts through a workflow using filter properties from a custom object B that is associated indirectly (through a third custom object A) to the Contact object. Could you please describe the general methodology for passing associations through multiple object types? I have included an example below.

Our org has build out an object model akin to this:

Email addresses are stored in the default Contact object.

many custom Customer objects can be associated to many Contacts. One Contact association per Customer is labelled as a primary customer contact.

many custom Product objects can be association to a single Customer.

Succinctly:
Contact -> Customer (M:M)

Customer -> Product (1:M)

I'd like to create a workflow which finds products meeting a property filter, finds their associated customers, then finds the associated Contacts and sends an email to those contacts.

Could you please direct me towards a resource which describes how this workflow could be created?

Thank you!

Brendan

[PamCotton]

Hey @BCarlquist, welcome to our Community.

To achieve your goal in HubSpot, you'll need to create workflows that sequentially link Products, Customers, and Contacts based on their associations. Start by filtering Products, then connect them to associated Customers, and finally identify Contacts linked to those Customers for your email campaign.

To our top experts, @TomM2 and @DanielSanchez do you have any recommendations for @BCarlquist matter?

Thank you,

Pam