Associate HubSpot Contacts to Contacts, Companies to Companies, or Deals to Deals

You can use Insycle to identify and label key personnel relationships. For example, if you need to link administrative assistants to their managers, you could set up the Filter in Step 1 to find all contacts with the word "manager" in the Job Title.

Then, in Step 2, use a field that the two contacts would share, in this example, the Phone Number, to find the matches. Then, you can apply a custom Label, such as Admin Assist, to the relationship.

You could set up a template that would automatically create associations between any newly added contacts and existing contacts from the same company. In Step 1, use the Filter to find new contacts and filter out records that have non-business email addresses.

Then, in Step 2, use the Email Domain to associate all contacts based on the shared domain. Then, you can apply a custom Label, such as Colleague, to the relationship. 

You may also want to expand the match criteria by allowing any Sub Domain variations. 

You can automate this process so that newly created contacts are automatically linked with colleagues already in the CRM.

Learn more about setting up an association template using field values, or how to automate with HubSpot workflows.

It is common for companies to have several deals in progress with a single contact or customer. While it is possible to view all the deals that a contact or company is associated with, you can't see all the other deals when you view a specific deal.

To get a complete picture of all the deals happening with a single contact or company you can automatically detect relationships and use them to link other objects of the same type using the Associate app.

Under Step 2, click the Related tab. The Action tells Insycle what to do to the records found in Step 1. You can Add, Remove, or use the Replace action to remove existing associations and create new ones.

1. The Association is the relationship you want to create, the one that is missing on the source record. 
2. On the Related From dropdown, select the association that already exists on the source records and already has the same relationship you want to add to the source records. In this example, the deal records are already associated with contact records.
3. On the Related To dropdown, select the relationship from the associated record to copy to the starting deal record. In this example, we'll copy the contact's other associated deals to the starting deal.

Use the HubSpot association Labels to categorize the relationships or filter the related records. A Label option must be selected for each rule. If you don't want any labels applied, use the Unlabeled option.

Once you've set this up and tested it out, you could save and automate a template so that all deals are linked through their existing contact or company associations on an ongoing basis.

For complete configuration steps, see Using Existing HubSpot Associations to Fill in Missing Relationships.

Insycle can make company-to-company associations that identify child-parent relationships. 

To identify parent companies, you could add an identifier, such as "HQ," to their names. For example, the Company Name value could be "Microsoft HQ." Use this to find only non-parent companies in Step 1.

In Step 2, you can use field values such as Company Name and Domain Name to identify relationships. Apply the Companies Filter, "Company Name contains term 'HQ'," to only consider companies whose names include "HQ" as potential parents. Then, you can add a Label, "Child to Parent," to identify the association in HubSpot.

For complete configuration steps, see Bulk Associate Child to Parent Companies in HubSpot.

Insycle allows you to analyze existing associations to find missing ones. For example, if you have two companies associated with the same deal, but those companies are not associated with one another, Insycle can detect this and create the association.

Under Step 2, click the Related tab.

1. The Action tells Insycle what to do to the records found in Step 1. In this case, you want to Add new associations.
2. The Association is the relationship you want to create, the one that is missing on the company record. In this example, the Vendor label will be applied to the new association.
3. On the Related From dropdown, select the association that already exists on the company records and already has the same relationship you want to add. In this example, the company records are already associated with deal records.
4. On the Related To dropdown, select the relationship from the associated record to copy to the starting company record. In this example, we'll copy the deal's other associated companies to the starting company.

Use the HubSpot association Labels to categorize the relationships or filter the related records. A Label option must be selected for each rule. If you don't want any labels applied, use the Unlabeled option.

Once you've set this up and tested it out, you could save and automate a template so that all companies are linked through their existing deal or other associations on an ongoing basis.

For complete configuration steps, see Using Existing HubSpot Associations to Fill in Missing Relationships.

When creating relationships between objects of the same type, it's possible for multiple records to match the relationship criteria. In such cases, Insycle will create relationships between each source record and all the matching records.

In the CSV report, there will be a separate row for each association. For instance, if Insycle finds there are three contacts that match, there will be two rows for each record, one for each of the matching contacts.

In the example below, the source record with Email dbarmers@acme.com matches two other records, russell@acme.com and jwing@acme.com. So, the CSV report has two rows for the primary record dbarmers@acme.com, one for each of the matching records.

An "Unmodified" Result with the Message "Unmodified, no matching record found (use 'Grid Edit' to troubleshoot)" result occurs when there aren’t any records that meet your matching specifications.

You can examine the data in the unmatched records and troubleshoot using the Grid Edit module. Look at different fields and values to identify why your associate setup didn’t work for the record. Then decide what match options could work or if some cleanup is needed.

Learn more about reviewing your data using the Grid Edit module.

When using the Associate app, you have the option under Step 2 to Count unmatched records as Failed. When checked, any record where there is no match to create the association will be counted as “Failed.” This will be reflected by a "Failed" Result with the Message "No matching record found (use 'Grid Edit' to troubleshoot)" message in the CSV report.

You can examine the data in the unmatched records and troubleshoot using the Grid Edit module. Look at different fields and values to identify why your associate setup didn’t work for the record. Then decide what match options could work or if some cleanup is needed.

Learn more about reviewing your data using the Grid Edit module.

When using existing relationships to make associations, a "Failed" Result with the Message "Not related to [record type] through [record type] association" indicates the record associated with your selected source record type does not have the association you are looking for.

For example, if you are setting up the process to associate deals to deals by looking at the contact records, if a contact doesn’t have an existing deal associated with it, there is nothing to copy to the initial deal.

In the Associate app, if you click the Review button under Step 4 and are met with an "Association Validation Error" message, it's most likely that you forgot to set the Labeling for one or more of your association rules.

Under Step 2, each part of the association rule must have one or more Label options selected. If you don't want any labels applied, use the Unlabeled option.

Remember, the Association Labels categorize the relationship, the Related From Labels act as a filter on the related record, and the Related To Labels act as a filter on the relationships to be copied to the source record. For more detail, see Step 2 under the Associate Contacts to Companies Using the Associate App section above.