HubSpot Multiple Associations and Labels

 

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".

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.

primary association in hubSpot

 

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.

labels

 

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.

labels


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.

Please Note

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.

primary


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.

remove label hubspot association

 

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.

remove unlabeled association


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.

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.

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