Automatically creates associations between your enrolled record and multiple other records based on matching property values
When you need to connect one record to many related records at once - like associating a company with all its employees, or linking deals to related contacts
Saves hours of manual association work and ensures your HubSpot data stays connected and organized automatically
Choose your (the record that triggered the workflow)
Select the (what you want to connect to)
Pick the (currently only "Matching Property Values")
Select properties on both objects that should match
Optionally choose association labels for better organization
Dropdown (dynamic) The type of record that's enrolled in this workflow Contact, Company, Deal, Ticket, Custom Objects Company This determines what properties are available for matching
Dropdown The type of records you want to associate with the enrolled record Contact, Company, Deal, Ticket, Invoice Contact You can associate different object types (e.g., Company to Contacts)
Dropdown How to determine which records should be associated Matching Property Values Matching Property Values Currently only supports property-based matching
Dropdown (dynamic) The property on your enrolled record to use for matching Company Domain Name , Email Domain Available properties depend on your Enrolled Object Type
Dropdown (dynamic) The property on records you want to associate that should match Email , Company Domain Name Available properties depend on your Object Type to Associate
Dropdown (dynamic, appears based on object type) Specific labels to apply to the associations for better categorization Primary Company , Employee , Decision Maker Different label options appear for each object type
Checkbox Create the association but don't apply the selected label Unchecked Useful when you want the connection but not the specific categorization When a company is created, automatically associate it with all contacts who have matching email domains
Enrolled Object Type: Company Object Type to Associate: Contact Association Condition: Matching Property Values Enrolled Object Property: Company Domain Name Associate Object Property: Email Association Labels: Primary Company All contacts with email addresses matching the company domain get automatically associated with the company
When a deal is created, associate it with all contacts from the same company
Enrolled Object Type: Deal Object Type to Associate: Contact Association Condition: Matching Property Values Enrolled Object Property: Associated Company ID Associate Object Property: Associated Company ID Association Labels: Deal Contact All contacts from the deal's company get associated with the deal
When a support ticket is created, associate it with all contacts from the customer's company
Enrolled Object Type: Ticket Object Type to Associate: Contact Association Condition: Matching Property Values Enrolled Object Property: Company Associate Object Property: Company Association Labels: Support Contact All company contacts get visibility into the support ticket
Gets the value from your enrolled record's specified property
Finds all records of the target type with matching property values
Creates associations between your enrolled record and all matching records
Applies the specified association labels (if selected)
Returns the count of successful associations
Large association jobs are processed in batches of 100 to prevent timeouts If an association already exists, it won't create a duplicate (but will apply new labels if specified) The action respects HubSpot's API rate limits and will retry if limits are hit If any association fails, the others still succeed (partial success is possible) Typical processing time is 1-3 seconds for up to 100 associations, longer for larger batches Association labels help categorize relationships:
- Main company association - Person works for company - Key contact for deals - Person involved in tickets Property values must match exactly (case-sensitive) Records with empty matching properties are skipped All matching records get associated For email domains, the system can match " company.com " in the enrolled record to " john@company.com " in the target record Leading and trailing spaces are automatically trimmed before matching Both null values and empty strings are treated as "no value" and skipped After execution, this action provides:
(number): How many associations were successfully created (text): Execution status - "SUCCESS", "SUCCESS_NO_MATCHES", or "ERROR" Use these outputs to track performance and create conditional logic in your workflows.