Logo - Full (Color)

Associated Values

Build

Associated Values-icon
App

Associated Values

Turn properties on associated CRM records into reusable workflow outputs.
Built by
Plugivo
Installs
<10 installs
Sign in to installRequires Associated Values subscription

Requirements

HubSpot Plan
HubSpot Account permissions
View the required account permissions
Access Type
Shared
Associated Values Subscription
Pro monthly plan

Overview

Associated Values turns properties on related HubSpot records into a result you can use later in the same workflow. Add the Collect Associated Values action to an object-based workflow, choose one associated object type and one property, and the app reads that property from every matching associated record. It combines the values into one text output using your chosen separator.

Use the output to update a record with HubSpot's own Edit record action, route a branch, send an internal notification, or pass data to a webhook. The action also returns the number of values collected, the number of associated records found, and a collection status so your workflow can handle empty or incomplete results.

The action supports contacts, companies, deals, tickets, leads, and eligible custom objects. You can ignore blank values, remove exact duplicates, and choose a comma, semicolon, pipe, space, new line, or custom separator. Associated Values requests read-only CRM scopes; it does not create or update HubSpot records. Collected property values are processed for the action result and are not stored in Plugivo's usage log.


Suggested benefits and use cases

Give workflows a single text result assembled from many related records.

Build a list of job titles from contacts associated with a company.

Combine names or stages from deals associated with a contact or company.

Gather ticket subjects or priorities for a downstream notification.

Collect a property from associated custom object records for a webhook or internal process.

Store the result on the enrolled record using HubSpot's native Edit record action.

Features

HubSpot workflow action panel demonstrating how to collect values from associated CRM records

Collect values from associated records

Pick an associated object type and a readable CRM property directly in the workflow action. Reads the chosen property from matching related records and returns a combined result. Supports contacts, companies, deals, tickets, leads, and eligible custom objects.

Diagram illustrating how data from related CRM records is cleaned, combined, and prepared for workflows

Format and clean the result

Choose a separator, skip blank values, and remove exact duplicates. Use combined text and count/status outputs in later workflow steps.

HubSpot workflow showing collected contact job titles mapped into a subsequent Edit Record action

Use collected values in later workflow actions

Use Combined values in HubSpot’s Edit record action to save the result to a property on the enrolled record. Count and status outputs can also support later workflow decisions.

Associated Values app settings page in HubSpot displaying connection status, subscription usage, and support links

Monitor the connection and usage

See connection/operational status, trial or subscription usage, and open guide/support from HubSpot settings.

App Functionality

Data Source
Sync Direction
In HubSpot
In HubSpot

Contact property values

Contacts

Contacts

Company property values

Companies

Companies

Deal property values

Deals

Deals

Ticket property values

Tickets

Tickets

Lead property values

Leads

Leads

Custom object property values

Custom Objects

Custom Objects

More info about shared data

Associated Values reads CRM data on demand to populate configuration options and execute the Collect Associated Values workflow action. Each execution collects one selected property from one associated object type.


The app returns combined values, value and associated-record counts, collection status, and an error message when applicable as HubSpot workflow outputs. It does not create or update CRM records. Saving an output to a CRM property requires a separate HubSpot action, such as Edit record.

Reviews

Be the first to write a customer review

(0 reviews)

Write a review

Pro monthly

14 day free trial

$15.83

/month

One plan for every associated-value workflow

  • Unlimited executions subject to fair use

  • Connection health and execution usage

  • Collection status output

  • Values found and associated records found outputs

  • Combined values output

  • Remove duplicate values

  • Ignore blank values

  • Standard and custom separators

  • Support for eligible custom objects

  • Support for contacts companies deals tickets and leads

  • Collect properties from associated CRM records

Includes all supported record types, formatting options, and four workflow outputs. Unlimited executions subject to fair use. Trial includes up to 100 executions with no credit card required.

Pro monthly

14 day free trial

$15.83

/month

One plan for every associated-value workflow

  • Unlimited executions subject to fair use

  • Connection health and execution usage

  • Collection status output

  • Values found and associated records found outputs

  • Combined values output

  • Remove duplicate values

  • Ignore blank values

  • Standard and custom separators

  • Support for eligible custom objects

  • Support for contacts companies deals tickets and leads

  • Collect properties from associated CRM records

Includes all supported record types, formatting options, and four workflow outputs. Unlimited executions subject to fair use. Trial includes up to 100 executions with no credit card required.

* The pricing here is for display purposes only. All prices do not include taxes, incentives, discounts, or other pricing variables. You should contact the partner for the most up to date and correct pricing information. HubSpot does not take any responsibility for this pricing information, which is provided by our partners. Pricing last updated: 10/19/2026

More info

Built by
Plugivo
Installs
<10 installs
Categories
Languages this app is available in
English

Most popular

Gmail

Gmail

By HubSpot530K installs

Bring HubSpot to your inbox with the HubSpot integration for Gmail.

App
Google Calendar

Google Calendar

By HubSpot320K installs

Book meetings quickly and easily with HubSpot and Google Calendar.

App
HubSpot solutions partner illustration
Need more help?

Build a custom solution with help from a HubSpot solutions partner.

Connect with HubSpot solutions partners for any business need.