What's new?
HubSpot introduces new workflow actions that allow admins to automate parts of association management. With these actions, they can apply, update, or remove association labels, as well as create new associations based on matching property values.
Why is this important?
- Reduces manual work in managing associations and labels
- Improves data quality through automation
- Enables efficient association management even for growing companies
How does it work? Admins can use four new actions in their workflows:
- Applying labels to already associated records
- Updating existing association labels
- Removing existing association labels
- Creating new associations between two records with exactly matching property values (for single-line text, multi-line text, or phone numbers)
Practical example: Automating Customer Status Management
Initial situation: Your company has various customer segments (e.g., "Premium", "Standard", "Potential") used as association labels between companies and contacts. Previously, these were updated manually, which was time-consuming and error-prone.
Solution:
- Create a workflow that applies to company records
- Add a condition that checks if a company's annual revenue exceeds a certain threshold
- If yes, add the "Apply Association Label" action to apply the "Premium" label to all associated contacts
- Add another action to remove the "Standard" label if it exists
Result:
- Automatic updating of customer segments based on revenue data
- Consistent label application across all associated contacts
- Reduction of manual errors and time savings for the team
Availability This feature is available for: Content Enterprise, Content Pro, Marketing Enterprise, Marketing Pro, Ops Enterprise, Ops Pro, Sales Enterprise, Sales Pro, Service Enterprise, Service Pro
Next Steps
- Identify manual processes in your association management
- Plan workflows to automate these processes
- Implement the new association actions in your workflows
- Monitor the results and optimize as needed
Use these new workflow actions to optimize your association management and increase your team's efficiency!