Creating Multi Level Associations with Associ8

[Keegan4123]

Have an interesting workflow problem I am working on. 

I have an external form that creates a deal

Associ8 work flow then associates that deal to a contact

then

Associ8 work flow then associates that deal to a custom object

I need to add a final step to associate the contact and custom objects together... just not sure what to use for steps

[LouiseHare · Accepted solution]

Hey @Keegan4123 ,

As far as I can remember Associ8 uses matching properties on each object to associate them, is that correct? If that is the case, what properties are you using associate them?

I would think the easiest thing to do would be to just copy whatever property you are using to match the deal and custom object to the contact record, and then use this to associate the contact and custom object.

Also just an fyi, this is now a native HubSpot feature that is in beta and is due to be released this month!

Thanks,

Louise Hare she/her

Freelance HubSpot Expert

If my reply helped to answer your question please mark it as a solution to make it easier for others to find!

[dannettesherry]

Can you define more about your project?