How to set up and use the Create Association action
The Create Association action helps you link two records in HubSpot, like contacts to companies, deals to contacts, and more. The action maintains organized relationships in your CRM by associating related records.
In this guide, we'll walk through an example Workflow that automatically associates new HubSpot contacts with their company. The Workflow triggers when a contact is created, extracts the domain from the contact's email, looks up a matching company in HubSpot by that domain, and then creates an association between the contact and the company.
Follow these steps:
Add a Create Association action: While editing a Workflow, click the plus button between existing blocks. It will open a modal where you can select from Cassidy's pre-configured actions. Choose the Create Association action to add it to your Workflow.
Connect your HubSpot account: If you haven't already, read this guide to connect your HubSpot account to Cassidy.
Rename the action (optional): If you want to make the action more descriptive or easier to reference as a variable later, enter a new name.
Set up the preceding actions: To use the Create Association action, you'll need to configure earlier steps in your Workflow to provide the record IDs you want to associate. It typically involves:
Add a trigger: Set up a trigger, such as HubSpot Contact Created, to your Workflow. The trigger will activate when a new contact is created in HubSpot. Click "Add Filter" if you want to trigger the Workflow only for specific contacts based on their properties.
Add a Look Up HubSpot Record action (if needed): If you need to find a record to associate with, add a Look Up HubSpot Record action. Select the object “Type" you want to find (e.g., "Companies"). Add filters to search by specific criteria (e.g., "Company Domain Name" equals "domain" from the trigger).
Select "Source Object Type": Choose the object type of the source record you want to associate with, such as "Contacts", "Companies", "Deals", or "Tickets".
Enter "Source Object ID": Provide the ID of the source record. You can type the ID directly or press "#" to reference a variable from a previous step or trigger.
Select "Associated Object Type": Choose the object type of the records you want to associate with the source record, such as "Companies", "Contacts", "Deals", or "Tickets".
Enter "Associated Object IDs": Provide the IDs of the records to associate with the source record. You can type the IDs directly or press "#" to reference a variable. Use commas to separate multiple IDs if creating multiple associations at once.
Select "Association Type": Choose the type of association to create. Options vary by selected object types and include "contact_to_company", "contact_to_company_unlabeled", and "billing_contact_to_company".
Publish the Workflow: Run the workflow to verify the action works correctly. It will output confirmation that the association was successfully created between the specified HubSpot records.