Request an app

Can't find what you're looking for? Let us know.
Submit a request
Workflow Association Actions

Overview

With the Associations Manager from Integration Glue, you can automate the creation and deletion of record associations and labels between records in HubSpot from a Workflow.

Match based on a unique ID or matching filters.

Includes:

Any Object (Contacts, Companies, Deals, Tickets, Custom Objects) to any Object Associations

Same Object Record Associations

Parent-Child Associations

Associate based on a specific ID

Associate based on an exact, partial or does not contain a match

Any errors or issues are logged against HubSpot Workflow

Fully managed within HubSpot Workflows - once installed you do not need to login to any other system to manage your association actions.

When you register for Integration Glue, you will get access to a whole bunch of HubSpot Workflow and Data productivity actions, such as Actions to Clone records (including associated records), get User/Owner information and add to a Property or calculate a date.

Integration Glue pricing is based on utilisation, so you can use all of our apps together under a single license and you will only be charged for the total credits you use per month.

Features

Create associations via filter criteria

Creates record associations based on matching property filters. 

Ideal for handling imported or integrated records, significantly reducing manual tasks.

Create associations via record ID

Creates record associations based on a record ID (e.g., external platform unique ID). 

Ideal for handling imported or integrated records, significantly reducing manual tasks.

Delete associations

Automatically removes specified associations between records. 

Choose the source object and apply filters based on association labels for targeted deletion. 

Simplifies removing erroneous or outdated record links, saving time and effort.

Delete association labels

Automatically deletes association labels between records. 

Choose the source object and apply label-specific filters for targeted removal, simplifying the task of updating or correcting record relationships.

Delete activity associations

Remove an Email or Meeting Activity association from a record where a specific term is found or not found in a subject line or description, e.g. a job code or record ID.

Solves the challenges raised by activities/engagements being auto-associated with open Deals and Tickets.

Note that only Activities created today are considered.

 

 

 

 

 

 

How to Use

  1. Sign up for an Integration Glue Account.
  2. Install the Workflow Association Actions Micro App from the HubSpot Marketplace.
  3. Create a new Workflow or edit an existing Workflow.
  4. Add one of the Workflow Association Actions.
  5. Configure the Action.
  6. Run the Workflow to see your updated data.  

Pricing

Free

 
Includes 100 credits; Actions use 10 credits each time they run = 10 runs of Custom Actions per month 
 


Starter 


Includes 10,000 credits; Actions use 10 credits each time they run = 1,000 runs of Custom Actions per month 
 


Professional 


Includes 100,000 credits; Actions use 10 credits each time they run = 10,000 runs of Custom Actions per month 
 


Enterprise

 
Includes 1,000,000 credits; Actions use 10 credits each time they run = 100,000 runs of Custom Actions per month 
 

grey wave flourish

Making it Stick with Integration Glue

Ready to take the plunge? Subscribe now and discover a world of integrated possibilities with Integration Glue!