Link deals to projects by reference number
Match the deal’s project reference against a custom object property; associate all matches one to many.
Related records sit in the CRM unconnected because the only thing linking them is a reference number in a property. Reps search manually and often miss matches.
Associate Records looks up every record whose property matches that reference and links them in one step, including custom objects, one to one or one to many.
- 1Enrol deals once the project reference property is set.
- 2Add Associate Records, choose Custom object, and enter your projects object type.
- 3Set how to find the record to matching a property value, insert the deal reference as the value, and pick the project property to match on.
- 4Choose one to many so every matching project is linked, then read the IDs from the output.
- 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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