HubSpot allows you to make multiple associations to a single record. For instance, a contact might be associated with a primary company than a range of subsidiary, partnered, or branch companies. Or a consultant may be associated with a handful of companies.
Additionally, you can add labels to each association. For instance, you might label an association as a "Branch" to make it clear what the entity is. This is in addition to the child-parent association features already offered.
Insycle can help you to set multiple associations and labels in bulk.
Summary
Insycle supports the latest of HubSpot's multiple associations and association labels features.
You can use Insycle to add or remove multiple associations between any object (including custom object and parent/child companies) and select an association label. For example, associate two companies with the same contact, label one company "primary" and the other company as "agency".
- Use Bulk Operations to add/remove associations between existing objects, including Custom Objects, and parent-child companies.
- Use Magical Import to add/remove associations as part of a CSV import.
- Integrate Insycle with HubSpot Workflows to manage associations based on any trigger, for example, when a visitor fills out a form.
Adding Multiple Associations
Insycle makes it simple to add multiple labeled associations to HubSpot records in one action.
You can select from any label in your HubSpot database.
Using the "Set" action, you can remove existing associations and replace them with your new associations in one step.
Primary vs. Non-Primary Associations
HubSpot records allow for multiple associations. For instance, a contact might be associated with both a primary company, as well as several subsidiary companies. In HubSpot, you can designate an association as the "Primary" association. This is visible on the record's profile page.
Labels
HubSpot also allows you to assign labels to associations as well. For instance, you might label an association as a "Branch," or "2nd Association," like in the example below. Your association labels can be custom.
Removing Associations And Dealing With Association Labels
Removing associations with Insycle is a one-step process. You can remove Primary associations (which then become unlabeled associations), and unlabeled associations, in one action. Without Insycle, this would need to be done in two steps.
HubSpot associations include multiple considerations.
First, each association may be labeled. For instance, you might label an association as a "Branch," or "2nd Association," like in the example below. Your association labels can be custom.
You also have the "Primary" associations mentioned in the section above, which are also considered a "label" as it applies to removing associations in bulk.
Step 1: Remove Associations and Labels
To remove HubSpot associations in bulk we will use the "Bulk Operations" module.
We can remove both labeled and unlabeled labels in the same action.
In Step 1, filter your records down to those that you would like to remove associations for, using rules.
In Step 2, you can remove associations and labels in bulk.
If the associations that you would like to remove have "Primary" designations, you'll need to remove those along with other labels, as the "Primary" designation is also considered a label.
Preview Changes Before They Go Live
You can preview the changes that you are making to your data before those changes are pushed to your live database. When you run select modules in Insycle, you have the option of choosing between Preview Mode and Update Mode once you click the button.
Automation
You can set up ongoing data maintenance automation with Insycle on the module level, using Recipes, or integrating with Workflows. You can view all scheduled automations on the “Automations” page on your dashboard.
Audit Trail and History
The Activity Tracker lets you review all changes made through Insycle. At any time you can download a CSV report of the operation and records affected, including while using Bulk Operations.
Additional Resources
Related Blog Articles
- Fix Stray HubSpot Contacts With Bulk Association — Connect Contacts to Companies and Deals With Complete Control
- How Insycle Solves Common Problems with HubSpot and Salesforce Integration
- Considerations for Using HubSpot’s Automatic Contact to Companies Association
- Salesforce ABM - Associating Leads and Contacts to Accounts
Related Help Articles
- Bulk Associate Contacts, Companies, and Deals in HubSpot
- Associate or Link Parent-Child Companies, Create Accounts Hierarchy and Relationships
- Module Overview: Bulk Operations
- Import new records or update and append to existing from CSV
Additional Resources