Quick tipHow toData HubSales Hub

Associate records automatically with a workflow

Match a property on both sides and the workflow builds the association.

Subscription
Professional or Enterprise (Marketing, Sales, Service or Data Hub)
Permissions
Workflows access
Time
4 min · Intermediate
Last verified

Short answer

HubSpot's KB: Create associations links existing records, for example contacts and companies with matching Company name. Matching works with single-line text, multi-line text, phone, number, single checkbox and single select properties. For records the workflow creates, set the association in Create record instead. Workflows can also apply, update and remove labels.

1. The actions

Searching the action picker 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. Use labels

HubSpot recommends labels because they give more management options in workflows. See association labels.

3. Related

Bulk remove 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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