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 Simplifies removing erroneous or outdated record links, saving time and effort.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

Create via filter associations

Automatically associate HubSpot records using filter criteria within a workflow. Link objects like contacts and deals by applying conditions to target records. This creates dynamic, real-time associations without manual intervention using properties like lifecycle stages.

Delete activity associations

Remove associations between HubSpot records and activity records like emails, calls, or tasks directly within a workflow. Disassociate or delete specific activities from contacts or deals to keep your CRM data organized. This ensures your records only reflect relevant associations without manual intervention.

Delete engagements based on filter

Remove associations between HubSpot records and Emails or Meetings using filter criteria. Target specific properties to disassociate or delete activities, ensuring organized CRM data by removing outdated engagements within workflows.

Create via Segment ID

Link HubSpot records to specific objects using a Segment ID directly within your workflows. This action identifies target records within a predefined segment to create associations with custom labels. Manage existing relationships accurately by connecting enrolled records to specific groups based on your segment data.

Extract associated record IDs

Retrieve the unique Record IDs of associated HubSpot records like contacts or deals within a workflow. Specify object types and association labels to extract IDs for use in subsequent actions or external integrations. This ensures linked record data is available for programmatic updates or external syncing without manual intervention.

Delete Associations

Remove relationships between HubSpot records directly within a workflow. Select the target object type and refine which specific associations to delete using their assigned labels. This helps maintain a clean CRM by unlinking records like deals or contacts when connections are no longer needed, ensuring data accuracy without manual effort