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)
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
1/6
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 Simplifies removing erroneous or outdated record links, saving time and effort.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
Contacts, Companies, Deals, Tickets | ||
Contacts, Companies, Deals, Tickets | ||
Contacts, Companies, Deals, Tickets, Custom Objects | ||
Contacts, Companies, Deals, Tickets, Custom Objects | ||
Contacts, Companies, Deals, Tickets, Custom Objects | ||
Contacts, Companies, Deals, Tickets, Custom Objects | ||
Contacts, Companies, Deals, Tickets, Custom Objects | ||
Contacts, Companies, Deals, Tickets, Custom Objects | ||
Contacts, Companies, Deals, Tickets, Custom Objects |
確認
- 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.
- 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.
Adding association labels to native and custom objects
Great Value, Works perfectly, saves team so much time and removes manual handling errors
None
Frame, E.
ビジネスサービス - 全般 - 従業員数2人~5人
Free
$0
Great for small teams starting out or anyone who wants to learn more
100 Credits = 50 runs of the Custom Action
Free
$0
Great for small teams starting out or anyone who wants to learn more
100 Credits = 50 runs of the Custom Action
* 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

