Quick tipHow toSmart CRMSales Hub

Associate records through a shared record

If both link to the same record, link them to each other.

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Professional or Enterprise
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Workflows access
Time
3 min · Advanced
Last verified

Short answer

HubSpot's KB: Copy associations creates associations between records that share an intermediary record, for example contacts and a company both on the same deal. It sets up associations for all associated records of the chosen types.

1. In HubSpot

The relevant screen in my demo portal.

Workflow action search for association showing Create associations, Apply association labels and Update association labels
Create associations (1) and label actions (2).

2. Worth knowing

For matching by property values instead, use Create associations.

3. Related

Create associations.

Sources

New field notes by email

One email when a new article publishes.

Still stuck?

If this did not fix it, the problem is probably specific to your setup. Book a call and we will look at it together.

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