🔗 HubSpot KB Bridge: Associate records
💡 Core Capability
In HubSpot, there are CRM objects that represent different parts of your data model. To keep track of the relationships within and between objects, you can associate their records together. Associations are always two-way (i.e., if record A is associated to record B, record B is also associated to record A) and can be viewed in each record on the right sidebar. You can associate records of different objects (e.g., companies and tickets) or same objects (e.g., contacts and contacts).
🛠️ Key Operations & Headings Outline
- Before you get started
- Associate records
- Associate records from a record
- Associate records in bulk
- View or edit associations
- View associations on an index page
- View associations on a record
- Edit associations on a record
- Remove associations
- Remove associations on an index page
- Remove associations on a record
- Understand the primary company association
📋 Subscription Availability
- All products and plans
🔗 WayCup Operations & Workspace Context
- Active Projects & Client Notes:
- WayCup Playbook Relevance: High relevance to aligned client deliverables and custom configurations.
TIP
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