HubSpot Ideas

RacheleCom

Sync Association Labels from our Software Tool via API

The new association labels feature is AWESOME, but we desperately need to be able to sync associations via the API rather than doing them one-by-one manually or via CSV upload.

 

Background: We sell SaaS products for ecommerce merchants, so our deals in HubSpot correspond to "stores" (or accounts) in our tools, and contacts in HubSpot correspond to user logins in our tools. We want to be able to use association labels to designate the level of user permissions each contact has for an associated deal/store and then use workflows to send emails accordingly. E.g. Joe Seller has a store called Joe's Store where he has admin level access, so in HubSpot we want to say he's associated with Joe's Store with the label "admin." We can then use a workflow to send emails that Joe will get but his virtual assistant won't, e.g. "update your billing info," "upgrade your plan level," etc.

 

We can't use a property for this very easily because Joe Seller might also be working as an assistant to his friend Mark Merchant, so he also has a non-admin user login to Mark's Mercantile Shop. If Joe just has a property called "Admin," it's not clear which store he's an admin of. Plus, workflows don't let you enroll a deal and then send emails only to associated contacts who have the "admin" property. So, association labels are the absolute perfect solution here!!

 

However, we have thousands of users and thousands of deals being synced from our tools to HubSpot all the time, and users can change their permissions at any time. To use the association labels today, I'll have to get our IT team to help me get a CSV file of all recently updated user permissions relationships and upload it to HubSpot daily, and even that won't eliminate the possibility of user error. If we could sync association labels from our tools just like we do properties, the problem would be solved!