What's new?
HubSpot introduces the "Association Property List" card. This allows you to display and edit properties of associated records directly on the current detail view. Link to Product Update
Why is this important?
- Reduces the need to switch between different records
- Eliminates the need for sync properties or workflows just to display data
- Saves time and improves efficiency in data management
How does it work?
- Navigate to a record's detail view (e.g., Company)
- Add a new "Association Property List" card
- Select the associated object type (e.g., Contact) and the properties to display
- The selected properties will now be displayed directly on the current view and can be edited
Practical example: Optimizing the Deal view for Sales Initial situation: Our sales team primarily works in the Deal detail view. However, they often need to view or update information about associated contacts or companies.
Solution:
- Open the Deal detail view
- Add an "Association Property List" card for Contacts
- Select relevant properties such as "Last Contact", "Preferred Communication Channel", and "Decision-making Authority" and anything else that needs to be frequently adjusted in the associated objects.
- Add another card for Companies
- Select properties such as "Industry", "Number of Employees", and "Annual Revenue"
Result:
- Sales representatives see and edit important contact and company information directly in the Deal view
- Reduction of clicks and page changes by up to 70%
- Faster updating of records and improved data quality
Availability This feature is available for all HubSpot hubs and tiers.
Next Steps
- Identify the most frequently used detail views in your team
- Determine which associated properties would be most useful there
- Configure the "Association Property List" cards accordingly
- Train your team in using this new feature
Use this innovation to optimize your HubSpot usage and increase your team's efficiency!