Daeda Association Viewer - Setup

What is Daeda Association Viewer?

Daeda Association Viewer is a visual graph-based tool that shows you how your HubSpot records are connected. Instead of clicking through multiple record pages to understand relationships, you can see everything in one interactive diagram.
What it does: Displays all associations between CRM records in a beautiful, interactive graph visualization.
When to use it: When you need to understand complex relationship networks, see all connected records at a glance, or navigate your CRM data visually.
Business value: Faster relationship discovery, better customer context, improved sales handoffs, clearer account mapping, and easier data quality auditing.

Key Features

Visual Graph Representation

See all your records and their associations displayed as an interactive node-and-edge graph. Records appear as nodes, connections appear as labeled edges.

Accessible from Sidebar

Access the viewer directly from the sidebar on any Contact, Company, Deal, or Ticket record page. One click opens the full graph view.

Supported Objects

View and explore relationships across:
  • Contacts
  • Companies
  • Deals
  • Tickets
  • Products
  • Line Items
  • Quotes
  • Users

Interactive Features

  • Click on any record to refocus the graph
  • Zoom and pan to navigate large networks
  • Show/hide object types for clarity
  • Auto-layout for clean visualization
  • Fetch associations on demand

Installation

Daeda Association Viewer is 100% free!
    Authorize permissions: Grant read access to CRM objects when prompted
    Start using: Navigate to any Contact, Company, Deal, or Ticket record and find the viewer in the sidebar
No credit card required. No usage limits. Free forever.

Pricing

Free - Forever

Price: $0/month
What's included:
  • App card for Contacts, Companies, Deals, and Tickets
  • Displays Contacts, Companies, Deals, Tickets, Products, Line Items, Quotes, and Users
  • Shows all associations and relationship labels
  • Hide any object type for greater clarity
  • Custom layout function for easy viewing
  • Unlimited usage

How to Access the Viewer

From a Record Page

    Navigate to a record: Open any Contact, Company, Deal, or Ticket in HubSpot
    Find the sidebar card: Look for "Daeda Association Viewer" in the right sidebar
    Click "View Associations": Opens a modal with the full interactive graph
    Explore: Click on nodes, fetch associations, and navigate relationships

Quick Start Example

Let's say you're on a Company record and want to see all related contacts and deals:
    Open the company record
    Click "View Associations" in the Daeda Association Viewer card
    The graph opens showing the company (focused node) and immediate associations
    Click on a contact node to refocus the graph around that contact
    Use the "Fetch All" button to load associations for all visible nodes
    Hide object types you don't need (like Products or Line Items)
    Click "Layout" to reorganize the graph for clarity

Interface Overview

When you open the Association Viewer, you'll see:

The Graph Canvas

  • Center: Your focused record (highlighted with pink border)
  • Surrounding nodes: Associated records (color-coded by type)
  • Edges: Lines connecting records with relationship labels

Top-Left Controls

  • Layout Button: Auto-arrange nodes using force-directed algorithm
  • Object Type Filters: Checkboxes to show/hide specific object types

Bottom-Center Controls

  • Fetch All Button: Load associations for up to 50 unloaded nodes at once

Node Actions

Each node has two buttons:
  • "Grab associations": Fetch related records for this node
  • "GoTo": Open the record in HubSpot (new tab)

Supported Object Types & Colors

Each object type appears in a distinct color for easy identification:
  • Companies: Red hue
  • Contacts: Orange hue
  • Deals: Yellow hue
  • Tickets: Green hue
  • Products: Cyan hue
  • Line Items: Blue hue
  • Quotes: Purple hue
The focused node (your current record) always has a bright pink border for visibility.

Common Workflows

Understanding a Deal Ecosystem

    Open a deal record
    Click "View Associations"
    See all contacts, companies, products, and quotes at once
    Click on a contact to see their other deals
    Identify key stakeholders and relationships

Mapping Account Relationships

    Open a company record
    Click "View Associations"
    See all contacts, deals, and tickets
    Use filters to hide products/quotes if needed
    Understand the full customer relationship

Auditing Data Quality

    Open any record
    Click "View Associations"
    Look for missing associations or orphaned records
    Click "GoTo" to fix associations in HubSpot
    Use the viewer to verify changes

Best Practices

Start Small

Don't click "Fetch All" immediately on large accounts. Start with the focused record, explore one level at a time, then expand as needed.

Use Object Filters

If the graph gets crowded, hide object types you don't need. For example, hide Products and Line Items when focusing on people and deals.

Leverage the Layout Button

If nodes overlap or the graph looks messy, click "Layout" to reorganize everything using an automatic algorithm.

Open Records in New Tabs

Use the "GoTo" button to open records in new tabs. This lets you keep the graph open while reviewing details.

Permissions Required

Daeda Association Viewer needs read access to:
  • CRM Objects (Contacts, Companies, Deals, Tickets, Quotes, Products, Line Items)
  • Associations API
  • OAuth permissions
These are standard read-only permissions for viewing your data. The app never writes or modifies your records.

Troubleshooting

"Update Association Viewer" Button Appears

Issue: App needs updated permissions
Solution: Click the "Update Association Viewer" button to re-authorize with the latest scopes

Graph Looks Empty

Check:
  • The record actually has associations
  • Object type filters aren't hiding everything
  • Associations are properly created in HubSpot
Solution: Verify associations exist on the record page first, then check filters in the viewer

Nodes Not Loading

Check:
  • You've clicked "Grab associations" on a node
  • Your internet connection is stable
  • The record has associations to fetch
Solution: Click "Grab associations" to load related records, or use "Fetch All" for batch loading

Getting Help

If you have questions or feedback:
  • Email:  contact@daeda.tech