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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...
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
[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:
Have a great day!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
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.
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!
[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:
Have a great day!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
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
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