Label partner relationships
Associate companies to deals with your custom Partner label, picked from a live dropdown.
A plain association cannot express that a company is a partner rather than a customer, so that distinction lives in people's heads or a spare property.
Associate Records applies your portal's own association labels, including custom ones, so the relationship type is stored where HubSpot can report on it.
- 1Enrol the records that carry the relationship.
- 2Add Associate Records and pick the object type to connect to.
- 3Find the target by matching a property value or by record ID.
- 4Choose your custom label from the Association label dropdown, which loads live from your portal.
- 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
Other patterns teams build
Score leads with your own model
Feed five properties in, compute a weighted score in code, write it back with a Copy property step.
Sync a closed deal into your ERP
POST the deal payload to your ERP endpoint on stage change; map the returned order id back onto the deal.
Compute renewal amounts
Multiply seats by unit price with the math operations, or use a custom formula with rounding.
Build this in your own workflows
Install AuPerate once and every action appears in your HubSpot workflow editor.
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