The Association Viewer interface is designed for intuitive exploration of your HubSpot relationships. This guide covers all the features and interactions available in the graph visualization.
The main canvas displays your association graph with:
- Represent CRM records
- Color-coded by object type
- Show record name/title
- Display object type icon
- Represent associations
- Labeled with relationship type
- Animated when connected to focused node
- Faded when not directly connected
- Your current record
- Highlighted with bright pink (FF0072) border
- 4px border width for visibility
- Center of the current view
- Reorganizes the entire graph
- Uses force-directed algorithm for clean positioning
- Runs automatically with smooth animation
- Prevents node overlap
- Creates balanced, readable layouts
- Checkbox for each object type
- Show/hide specific objects
- Changes apply instantly
- Hidden nodes don't affect focused node visibility
- Useful for reducing clutter
- Loads associations for all visible nodes that haven't been loaded yet
- Processes up to 50 nodes per click
- Batches requests for performance
- Shows loading state while processing
Clicking any node makes it the new focused node
Click on any non-focused node
That node becomes the focused node (pink border)
Graph refocuses around that record
Edges update to show active connections
View centers on the new focused node
Navigate through relationship networks by clicking from record to record
Fetches and displays all associations for this specific node
When you want to see what's connected to a particular record
Click "Grab associations" on a node
System fetches all associated records from HubSpot
New nodes appear for each association
Edges connect the source node to new nodes
Association labels display on edges
Once loaded, the button disappears - associations are already displayed
Opens the record in HubSpot in a new tab
When you need to view or edit record details
Click "GoTo" on any node
New browser tab opens
HubSpot record page loads
Graph remains open in original tab
Quick access to record details while keeping the graph view active
- Scroll up/pinch out: Zoom in
- Scroll down/pinch in: Zoom out
- Minimum zoom: 0.3 (30%)
- Default zoom: 0.6 (60%)
- Maximum zoom: Unlimited (for detail viewing)
- Zoom in to read small text on nodes
- Zoom out to see the big picture
- Find optimal zoom level for your screen size
- Move the entire graph
- Navigate to different areas
- Reposition your view
- Move individual nodes
- Manually arrange layout
- Create custom positioning
- Overrides auto-layout (until you click Layout again)
The checkboxes in the top-left panel control visibility for each object type:
- Orange nodes - Red nodes - Yellow nodes - Green nodes - Cyan nodes - Blue nodes - Purple nodes
- Uncheck object types you don't need
- Start with Line Items and Products if they're cluttering the view
- Add back types as needed
- Check only Contacts and Companies
- Hide Deals, Tickets, Products, Line Items, Quotes
- See just the relationship network between people and organizations
- Check Contacts, Companies, and Deals
- Hide everything else
- Focus on sales relationships
- Nodes overlap
- Edges cross excessively
- Hard to read
- Just fetched associations
- New nodes appear in random positions
- Need clean arrangement
- Manually dragged nodes into bad positions
- Want to reset to automatic layout
The force-directed layout uses physics simulation:
- Nodes push away from each other (prevents overlap)
- Connected nodes pull together (maintains relationships)
- Prevents nodes from overlapping
- Keeps graph centered on canvas
- Runs for 1000 ticks to find optimal positions
Clean, balanced graph where:
- Connected nodes are close together
- Unconnected nodes are spaced apart
- No overlaps or collisions
- Easy to trace relationships
The viewer uses lazy loading to optimize performance:
- Shows the focused record
- Loads immediate associations only
- Keeps initial load fast
- Click "Grab associations" to load more
- Click "Fetch All" to batch-load multiple nodes
- Only fetch what you need
- Finds all visible nodes that haven't loaded associations yet
- Batches up to 50 nodes
- Fetches associations for all of them in parallel
- Adds new nodes and edges to the graph
- You want to see the full relationship network
- Exploring a large account with many interconnected records
- Building a complete map of associations
- Processes maximum 50 nodes per click
- May take a few seconds for large batches
- Loading indicator shows progress
Edges display the type of relationship:
- "Primary Company"
- "Decision Maker"
- "Associated Contact"
- Custom association labels from HubSpot
(connected to focused node)
- Full opacity
- Animated
- Pink color (#FF0072)
- Easy to trace
(not connected to focused node)
- 40% opacity
- Faded
- Gray color
- Background context
- Hidden automatically
- Prevents duplicate lines
- Keeps graph clean
Open the viewer
Look at immediate associations
Identify interesting connections
Click on specific nodes to explore deeper
Start with all object types visible
Identify which types add value
Hide types that clutter the view
Focus on relevant relationships
Use "Layout" for initial organization
Manually drag nodes for fine-tuning
Group related nodes together
Click "Layout" again if it gets messy
Click on nodes to jump between records
Use "GoTo" to open details in new tabs
Keep the graph open for context
Use browser tabs to manage multiple views
Open a company record
Click "View Associations"
See immediate contacts and deals
Click "Fetch All" to load the full network
Use filters to focus on active deals
Click on key contacts to see their other companies
Open a deal record
Click "View Associations"
See associated contacts, company, products
Click on the company to see other deals
Identify similar opportunities
Use "GoTo" to review related deals
Open a record
Click "View Associations"
Look for isolated nodes (no connections)
Identify records that should be linked
Use "GoTo" to fix associations in HubSpot
Refresh the viewer to verify changes
Start with a company record
Fetch all associations
Hide Products and Line Items
Focus on Contacts and Deals
Click "Layout" for clean organization
Screenshot for documentation
- Mouse wheel up/down
- Trackpad pinch
- Ctrl/Cmd + scroll (some browsers)
- Click and drag background
- Arrow keys (if canvas is focused)
- Click on node
- Becomes focused node
- Not currently supported
- Focus on one node at a time
For accounts with 100+ associated records:
- Use object filters aggressively
- Don't click "Fetch All" immediately
- Load associations incrementally
- Hide object types you don't need
If associations take a long time to load:
- Check your internet connection
- Verify HubSpot API is responding
- Try loading smaller batches
- Contact support if issues persist
For best performance:
- Use Chrome or Edge (best React Flow support)
- Close unnecessary browser tabs
- Zoom to comfortable level (avoid extreme zoom)
- Refresh if graph becomes sluggish
Click the "Layout" button to reorganize
- Use object type filters - might be hidden
- Scroll or zoom out to see full graph
- Verify the association exists in HubSpot
- Record has no associations
- All object types are hidden (check filters)
- Associations haven't been fetched yet
- Click "Grab associations" on the focused node
- Check object type filters
- Verify associations exist in HubSpot
- Click "Layout" for better organization
- Hide object types that add clutter
- Manually drag nodes to better positions
- Zoom in to focus on specific areas
If you have questions or feedback: