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Workflow Associations Manager

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App

Workflow Associations Manager

Automatically create & delete HubSpot association & association labels

Creazione di
Integration Glue
Installazioni
PIù di 500 installazioni
Valutazione

3,5(2)

Accedi per l'installazioneRichiede l'abbonamento a Workflow Associations Manager

Requisiti

Piano HubSpot
    Funziona con tutti i piani HubSpot
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Autorizzazioni dell'account HubSpot
Visualizza le autorizzazioni dell'account richieste
Abbonamento Workflow Associations Manager
Piani Free, Starter, Professional o Enterprise

Panoramica

With the Associations Manager from Integration Glue, you can automate the creation and deletion of record associations and labels between records in HubSpot from a Workflow.


Example use: An automated process that will delete CRM objects (specifically e-mails) after a set amount of time (say older than 6 months)


Match based on a unique ID or matching filters.

Includes:

  • Any Object (Contacts, Companies, Deals, Tickets, Custom Objects) to any Object Associations

  • Same Object Record Associations

  • Parent-Child Associations

  • Associate based on a specific ID

  • Associate based on an exact, partial or does not contain a match

  • Any errors or issues are logged against HubSpot Workflow

Fully managed within HubSpot Workflows - once installed you do not need to login to any other system to manage your association actions.


When you register for Integration Glue, you will get access to a whole bunch of HubSpot Workflow and Data productivity actions, such as Actions to Clone records (including associated records), get User/Owner information and add to a Property or calculate a date.


Get started on our free plan - No credit card required, can cancel at anytime


Integration Glue pricing is based on utilisation, so you can use all of our apps together under a single license and you will only be charged for the total credits you use per month.

Funzionalità

Create associations via filter criteria

Creates record associations based on matching property filters. Ideal for handling imported or integrated records, significantly reducing manual tasks.

Create associations via record ID

Creates record associations based on a record ID (e.g., external platform unique ID). Ideal for handling imported or integrated records, significantly reducing manual tasks.

Delete associations

Automatically removes specified associations between records. Choose the source object and apply filters based on association labels for targeted deletion. Simplifies removing erroneous or outdated record links, saving time and effort.

Delete association labels

Automatically deletes association labels between records. Choose the source object and apply label-specific filters for targeted removal, simplifying the task of updating or correcting record relationships.

Delete activity associations

Remove an Email or Meeting Activity association from a record where a specific term is found or not found in a subject line or description, e.g. a job code or record ID. Solves the challenges raised by activities/engagements being auto-associated with open Deals and Tickets. Note that only Activities created today are considered.

Funzionalità dell'app

Dati condivisi
Fonte di dati
Direzione della sincronizzazione
In HubSpot
In HubSpot

Contacts, Companies, Deals, Tickets

Attività e-mail

Attività e-mail

Contacts, Companies, Deals, Tickets

Riunioni

Riunioni

Contacts, Companies, Deals, Tickets, Custom Objects

Contatti

Contatti

Contacts, Companies, Deals, Tickets, Custom Objects

Aziende

Aziende

Contacts, Companies, Deals, Tickets, Custom Objects

Trattative

Trattative

Contacts, Companies, Deals, Tickets, Custom Objects

Ticket

Ticket

Contacts, Companies, Deals, Tickets, Custom Objects

Proprietà del contatto

Proprietà del contatto

Contacts, Companies, Deals, Tickets, Custom Objects

Proprietà dell'azienda

Proprietà dell'azienda

Contacts, Companies, Deals, Tickets, Custom Objects

Proprietà trattativa

Proprietà trattativa

Maggiori informazioni sui dati condivisi

You can create and delete associations and association labels between Custom Objects and any Standard or Custom Object in HubSpot. Integration Glue does not retain any data when using this app; it simply reads and outputs data to your own HubSpot portal.

Recensioni

Filtra recensioni:

Ordina:


2/5
    14 mar 2025

Funziona solo la metà delle volte

Sono solito dissociare i contatti con determinati biglietti e questo funziona circa la metà delle volte. L'altra metà delle volte il contatto/società non viene mai rimosso.

  • Wright, N.

Tradotto from English. Visualizza testo original

Risposta da Clement, N., Integration Glue16 mar 2025
Ciao, HubSpot ha avuto un'interruzione in questa data e questo potrebbe essere il motivo per cui non ha funzionato correttamente, ci chiedevamo se potessi riprovare. In caso contrario, ti invitiamo a contattarci per ricevere assistenza in merito ai problemi che stai affrontando, in modo da poterti aiutare! - Il team di Glue

5/5
    4 set 2024

Best Association app on the marketplace!!!

We've been able to automatically assign associations and labels to a range of objects, native and custom to save so much manual assigning.

Quali problemi stai cercando di risolvere?

Adding association labels to native and custom objects

Cosa ti piace?

Great Value, Works perfectly, saves team so much time and removes manual handling errors

Cosa non ti piace?

None

  • Frame, E.

  • Servizi all'impresa - generale
  • 2 - 5 dipendenti

Risposta da Clement, N., Integration Glue11 dic 2024
Hey, thanks very much! We're thrilled to hear you've had a great experience with the Workflow Associations Manager App, you're feedback is invaluable to us. If you ever have questions or suggestions, don't hesitate to reach out! :)

Questa app richiede uno dei piani di abbonamento Workflow Associations Manager seguenti.

Free

0 USD

Great for small teams starting out or anyone who wants to learn more

  • 100 Credits = 50 runs of the Custom Action

No setup fee, no credit card required, automations stop once your Credits are used

Free

0 USD

Great for small teams starting out or anyone who wants to learn more

  • 100 Credits = 50 runs of the Custom Action

No setup fee, no credit card required, automations stop once your Credits are used

* I prezzi riportati sono a scopo informativo. I prezzi non includono tasse, incentivi, sconti o altre variabili. Contatta il partner per ricevere il tariffario aggiornato. HubSpot declina qualsiasi responsabilità circa le informazioni di prezzo fornite dai propri partner. Ultimo aggiornamento tariffario: 26/11/2025

Maggiori informazioni

Creazione di
Integration Glue
Installazioni
PIù di 500 installazioni
Categorie
Lingue in cui è disponibile questa app
Inglese

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