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Workflow Associations Manager

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App

Workflow Associations Manager

Automatically create & delete HubSpot association & association labels

Installationer
500+ installationer
Betyg

3,5(2)

Logga in för att installeraKräver prenumeration på Workflow Associations Manager

Krav

HubSpot-plan
    Fungerar med alla HubSpot-planer
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Behörigheter för HubSpot-konto
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Workflow Associations Manager prenumeration
Free, Starter, Professional, eller Enterprise planer

Översikt

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.

Egenskaper

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.

Appfunktionalitet

Delade data
Datakälla
Synkroniseringsriktning
I HubSpot
I HubSpot

Contacts, Companies, Deals, Tickets

E-postaktiviteter

E-postaktiviteter

Contacts, Companies, Deals, Tickets

Möten

Möten

Contacts, Companies, Deals, Tickets, Custom Objects

Kontakter

Kontakter

Contacts, Companies, Deals, Tickets, Custom Objects

Företag

Företag

Contacts, Companies, Deals, Tickets, Custom Objects

Affärer

Affärer

Contacts, Companies, Deals, Tickets, Custom Objects

Supportärenden

Supportärenden

Contacts, Companies, Deals, Tickets, Custom Objects

Kontaktegenskaper

Kontaktegenskaper

Contacts, Companies, Deals, Tickets, Custom Objects

Företagsegenskaper

Företagsegenskaper

Contacts, Companies, Deals, Tickets, Custom Objects

Attribut för affärer

Attribut för affärer

Mer information om delade data

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.

Recensioner

Filtrera omdömen:

Sortera:


2 / 5
    14 mar 2025

Fungerar bara hälften av tiden

Jag brukar koppla bort kontakter med vissa biljetter, och det fungerar ungefär hälften av tiden. Den andra hälften tas kontakten / företaget aldrig bort.

  • Wright, N.

Översatt from English. Visa original text

Svar från Clement, N., Integration Glue16 mar 2025
Hej, HubSpot hade ett avbrott på detta datum och detta kan ha varit anledningen till att det kanske inte har fungerat ordentligt, vi undrar om du kan försöka igen. Om inte, vänligen kontakta oss för support angående vilka utmaningar du står inför så att vi kan hjälpa till! - Limteamet

5 / 5
    4 sep 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.

Vad är det för problem du försöker lösa?

Adding association labels to native and custom objects

Vad är det du tycker om?

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

Vad är det du inte tycker om?

None

  • Frame, E.

  • Företagstjänster – allmänt
  • 2 till 5 anställda

Svar från Clement, N., Integration Glue11 dec 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! :)

Den här appen kräver en av följande prenumerationsplaner för Workflow Associations Manager.

Free

0 US$

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 US$

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

*Priserna här är endast avsedda som exempel. I priserna ingår inte skatter, incitament, rabatter eller andra prisvariabler. Ta kontakt med partnern för den senaste och mest uppdaterade prisinformationen. HubSpot har inget ansvar för den här prisinformationen, vilken tillhandahålls av våra partner. Priserna uppdaterades senast: 2025-11-23

Mer information

Byggd av
Integration Glue
Installationer
500+ installationer
Kategorier
Språk som denna app finns på
Engelska

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