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Workflow Associations Manager

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アプリ

Workflow Associations Manager

Automatically create & delete HubSpot association & association labels

インストール数
500件以上のインストール
評価

3.5(2)

サインインしてインストールWorkflow Associations Managerのご契約が必要

必要な条件

HubSpotエディション
    全てのHubSpotエディションに対応
もっと詳しく
HubSpotアカウント権限
必要なアカウント権限を表示
Workflow Associations Managerの契約内容
プラン:Free、またはStarter、またはProfessional、またはEnterprise

概要

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.

機能

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 Simplifies removing erroneous or outdated record links, saving time and effort.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.

アプリ機能

共有されるデータ
データソース
同期方向
HubSpot上
HubSpot上

Contacts, Companies, Deals, Tickets

Eメールアクティビティー

Eメールアクティビティー

Contacts, Companies, Deals, Tickets

ミーティング

ミーティング

Contacts, Companies, Deals, Tickets, Custom Objects

コンタクト

コンタクト

Contacts, Companies, Deals, Tickets, Custom Objects

会社

会社

Contacts, Companies, Deals, Tickets, Custom Objects

取引

取引

Contacts, Companies, Deals, Tickets, Custom Objects

チケット

チケット

Contacts, Companies, Deals, Tickets, Custom Objects

コンタクトプロパティー

コンタクトプロパティー

Contacts, Companies, Deals, Tickets, Custom Objects

会社プロパティー

会社プロパティー

Contacts, Companies, Deals, Tickets, Custom Objects

取引プロパティー

取引プロパティー

共有データに関するその他の情報

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.

確認

レビューを絞り込み:

並べ替え:


2/5
    2025年3月14日

半分の時間しか働かない

私は連絡先と特定のチケットの関連付けを解除するために使用し、それは約半分の時間で動作します。残りの半分は連絡先/会社が削除されません。

  • Wright, N.

翻訳済み from English。originalのテキストを表示

Clement, N.、Integration Glueからの返信2025年3月16日
HubSpotはこの日に障害が発生したため、正常に機能しなかった可能性があります。再試行ができない場合は、どのような問題に直面しているか、サポートまでお問い合わせください!- グルーチーム

5/5
    2024年9月4日

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.

どのような問題を解決しようとしていますか?

Adding association labels to native and custom objects

どの点が気に入っていますか?

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

どの点が良くないと思われますか?

None

  • Frame, E.

  • ビジネスサービス - 全般
  • 従業員数2人~5人

Clement, N.、Integration Glueからの返信2024年12月11日
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! :)

このアプリをご利用になるには、次のWorkflow Associations Managerサブスクリプションが必要です。

Free

$0

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

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

* こちらの価格は参考表示価格です。どの価格にも税、インセンティブ、値引など、価格に関する変動要素は含まれていません。価格に関する正確な最新情報については、この提供元パートナーまでお問い合わせください。HubSpotは、パートナー各社が提供する価格情報について一切の責任を負わないものとします。価格の最終更新:2025/11/17

その他の情報

開発元
Integration Glue
インストール数
500件以上のインストール
カテゴリー
このアプリが対応している言語
英語

人気

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