Tips, Tricks & Best Practices

NBouzid
Participant

Contact to contact association

SOLVE

Hello everyone, 

I am working on trying to efficiently display assistants in the contact sheet of their manager (maybe using cards). But I understand that it is not possible to associate a contact to another contact... 

Are there workarounds that works for you ?

 

Thanks a lot 

Nadjet

 

2 Accepted solutions
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Contact to contact association

SOLVE

Hi @NBouzid,

 

Correct, HubSpot seems to be working to make that feature available but it isn't yet.

 

Until then the best option is to copy the link to a contact record (A), then navigate to the contact record (B) you'd like to associate it to. On B, add and pin a note that contains the link to A. Then do the same vice versa, copy the link to B and add and pin a note to A.

 

(This will of course not be respected as an association by any HubSpot tool.)

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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View solution in original post

karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Contact to contact association

SOLVE

Hi @NBouzid,

 

Great news, it's now possible to associate records of the same type, see this public beta:

 


Tickets | Custom Objects | Contacts | Deals | Companies
 

[Public Beta] Associate Records of the Same Object Type

Oct 18, 2023
 

What is it?

Same object associations give customers the ability to associate a CRM record to another record of the same object type e.g. a contact to a contact or a deal to a deal. These new associations are available for contacts, companies, deals, tickets and custom objects and can be leveraged across core HubSpot tools. Watch a short video on how this works.

 

Why does it matter?

Customers want HubSpot to reflect the reality of their business; this often includes a web of contacts or a collection of related companies. Without the ability to connect contacts to contacts, companies to companies and other objects to their same type, customers have been missing key relationships in HubSpot.

 

How does it work?

Users can now create associations between records of the same type for contacts, companies, deals, tickets and custom objects. On each record, you’ll see a new section in the right sidebar which reflects the type of record you’re on e.g. you’ll see a contacts section while on a contact record.

Customers with at least one Pro or Enterprise subscription can also create either a single label which is the same in both directions e.g. two contacts have the label colleague or a pair of labels representing two sides of a specific relationship e.g. student and teacher. When applying labels, you’re able to preview the application of the labels to ensure it’s correct before creating a new associations.

Same object associations can be leveraged in the following features:

  • Calculated properties
  • Custom Report Builder
  • Import
  • Index Pages
  • Lists
  • Records
  • Workflows

 

Who gets it?

All hubs and tiers can create associations between records of the same object type (with custom objects being available to enterprise tiers only). Labels are only available to Pro+ customers as well as in custom report builder and workflow support.


You can find this beta here:

 

karstenkoehler_4-1697690365566.png

 

Have a great day!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

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

8 Replies 8
PamCotton
Community Manager
Community Manager

Contact to contact association

SOLVE

Hey @NBouzid, thank you for posting in our Community!

 

As a workaround you can utilize custom properties to create a field specifically for assistants. You can manually input the assistant's contact information into this field for each manager's contact record.

 

I hope this information helps.

Pam

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0 Upvotes
DStaat
Participant

Contact to contact association

SOLVE

Hey @NBouzid and @karstenkoehler,

Have you heard of Associ8? It automates associations for you. I'm bringing this up because it updated to reflect HubSpot's new Same Object Associations feature.
 
There's some documentation going over how it works here if you'd like to take a look! And let me know if you have any questions!
 
Best,
 
-David Staat
0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Contact to contact association

SOLVE

Hi @NBouzid,

 

Great news, it's now possible to associate records of the same type, see this public beta:

 


Tickets | Custom Objects | Contacts | Deals | Companies
 

[Public Beta] Associate Records of the Same Object Type

Oct 18, 2023
 

What is it?

Same object associations give customers the ability to associate a CRM record to another record of the same object type e.g. a contact to a contact or a deal to a deal. These new associations are available for contacts, companies, deals, tickets and custom objects and can be leveraged across core HubSpot tools. Watch a short video on how this works.

 

Why does it matter?

Customers want HubSpot to reflect the reality of their business; this often includes a web of contacts or a collection of related companies. Without the ability to connect contacts to contacts, companies to companies and other objects to their same type, customers have been missing key relationships in HubSpot.

 

How does it work?

Users can now create associations between records of the same type for contacts, companies, deals, tickets and custom objects. On each record, you’ll see a new section in the right sidebar which reflects the type of record you’re on e.g. you’ll see a contacts section while on a contact record.

Customers with at least one Pro or Enterprise subscription can also create either a single label which is the same in both directions e.g. two contacts have the label colleague or a pair of labels representing two sides of a specific relationship e.g. student and teacher. When applying labels, you’re able to preview the application of the labels to ensure it’s correct before creating a new associations.

Same object associations can be leveraged in the following features:

  • Calculated properties
  • Custom Report Builder
  • Import
  • Index Pages
  • Lists
  • Records
  • Workflows

 

Who gets it?

All hubs and tiers can create associations between records of the same object type (with custom objects being available to enterprise tiers only). Labels are only available to Pro+ customers as well as in custom report builder and workflow support.


You can find this beta here:

 

karstenkoehler_4-1697690365566.png

 

Have a great day!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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

Maragosta
Contributor

Contact to contact association

SOLVE

Any news on this feature? It would be very useful! Thanks.

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Contact to contact association

SOLVE

Hi @NBouzid,

 

Correct, HubSpot seems to be working to make that feature available but it isn't yet.

 

Until then the best option is to copy the link to a contact record (A), then navigate to the contact record (B) you'd like to associate it to. On B, add and pin a note that contains the link to A. Then do the same vice versa, copy the link to B and add and pin a note to A.

 

(This will of course not be respected as an association by any HubSpot tool.)

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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

NBouzid
Participant

Contact to contact association

SOLVE

Hello Karsten, 

Thanks for your reply.

 

Too bad that this feature is not on yet, it would have been very helpful. 

I will try your suggestion

 

Do you know some extern applications that can help with this in the meantime ? 

 

Nadjet 

0 Upvotes
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Contact to contact association

SOLVE

Hi @NBouzid,

 

Associating records of the same object type is simply not possible, unfortunately. There wouldn't be any third-party solutions which can solve this in a way that tools would respect this association the same way that other associations are respected.

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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

NBouzid
Participant

Contact to contact association

SOLVE

Thanks for these informations 

 

Best regards

Nadjet