Associate Records

Connect any record to any other, one to one or one to many. Associate the enrolled record with contacts, companies, deals, tickets or custom objects. Find targets by matching a property value, by record ID, or by email domain. Apply association labels, including your custom labels, and remove associations just as precisely.

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What you get

Connect any record to any other, one to one or one to many

Match targets by any property value
One to one with a tie breaker, or one to many up to 50
Association labels loaded live from your portal
Custom object support
Remove all associations of a type, or one specific link

How it works

Operations inside this action

Pick an operation and the form shows only the fields that operation needs.

Match a property value

Associate every record whose chosen property equals a value from the enrolled record.

Specific record IDs

Associate to one or many known IDs, comma separated.

Email domain to company

The classic contact to company join, with optional company creation.

Remove associations

Detach everything of a type or one specific record.

Use cases

What teams build with Associate Records

Link deals to projects by reference number

Match the deal’s project reference against a custom object property; associate all matches one to many.

custom objectssales ops

Attach contacts to their company automatically

Email domain matching with create-if-missing keeps new signups organized without manual triage.

data cleanupmarketing ops

Label partner relationships

Associate companies to deals with your custom Partner label, picked from a live dropdown.

sales ops

Browse every use case

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Pairs well with

Run Custom Code

Write JavaScript inside HubSpot workflows

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Send Webhook

Call any API from a workflow, with retries

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Format Data

Clean, convert and compute values, including phone numbers

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FAQ

Associate Records questions

Everything teams ask before putting this action into production.

Yes. Choose one to many and every record matching your property value is associated, up to 50 per execution. One to one associates a single best match using your tie breaker.

Yes. Choose Custom object and enter the fully qualified name, for example p12345_cars, or the object type ID such as 2-12345. Both the enrolled record and the target can be custom objects.

Yes. The Association label dropdown loads the labels defined between the two object types in your portal, including your custom labels. Leave it on Default for the unlabeled association.

Choose Remove associations, then either all associations to a chosen object type, or one specific record by ID.

Go deeper

Documentation and related reading

Associate Records reference Every use case Plans and pricing All ten actions

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