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.
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 associations (with labels) to HubSpot records.
In the Bulk Operations module, you can add new associations in Step 2.
First, pick the association type and label.
Then, we can associate the contact to a second company.
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.
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
Because of the way that Hubspot associations and labels work, removing associations from HubSpot is a multi-step process.
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.
You cannot remove associations with labels in bulk, using Insycle. Instead, this requires a two-step process. First, you have to remove the label. Then you can remove the associations.
Removing labeled associations is a two-step process.
Step 1: Remove the Labels from Your Associations
To remove HubSpot associations in bulk we will use the "Bulk Operations" module.
First, we remove the labels, to make the association an "unlabeled association," then we can remove the association completely in Step 2.
In Step 1, filter your records down to those that you would like to remove associations for, using rules.
If the associations that you would like to remove have "Primary" designations, you'll need to remove those first, as the "Primary" designation is also considered a label.
Additionally, your associations can have other labels assigned to them, along with the "Primary" designation. You'll need to remove those as well to make the association "unlabeled" and therefore make it removable.
Step 2: Remove the Unlabeled Association
Now that the labels have been removed, we can remove the unlabeled association completely in Step 2, just as we removed the labels.
Then go through the additional steps in the module to remove the association completely.
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.
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.
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
- HubSpot Multiple Associations and Labels
- 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