How to set up and use the Find Associated Records action
The Find Associated Records action retrieves records associated with a source record in HubSpot, allowing you to access related contacts, deals, companies, or more within your Workflows.
In this guide, we'll walk through an example Workflow that finds active deals associated with a meeting participant. The Workflow triggers when a meeting ends, looks up the contact in HubSpot by their email, retrieves any open deals associated with that contact, and then generates a concise follow-up summary using the meeting details.
Follow these steps:
Add a Find Associated Records 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. Select the Find Associated Records 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 (if needed): If you want to make the action more descriptive or easier to reference as a variable later, enter a new name.
Add preceding actions: Before configuring the Find Associated Records action, have the necessary preceding actions in your Workflow. For example,
Add a trigger, such as a "Meeting Ended Trigger".
Add a Look Up Contact action with "Object Type" set to "Contacts" and add a filter where "Email" equals the email variable from the trigger.
Select "Source Object Type": Select the HubSpot object type of the source record, such as "Contacts", "Deals", "Companies", or "Tickets".
Enter "Source Object ID": Provide the ID of the source record. You can type the ID directly or reference a variable from a previous step or trigger by pressing "#".
Select "Associated Object Type" (optional): Select the type of associated records you want to find, such as "Deals", "Contacts", "Companies", or "Tickets". If left blank, all associated records will be returned.
Select "Association Type" (optional): Specify the type of association to filter by, such as "contact_to_deal" or "deal_to_company". It helps narrow down the specific relationship between records.
Toggle "Return Single Record" (optional): Enable this option if you want to return only one associated record. If multiple associated records are found, the action will return the first one.
Add Filters (optional): Set conditions to find specific associated records. Click "Add Condition", select the field to filter on, choose the appropriate operation condition (equals, contains, etc.), and fill out the value it should match against. You can add multiple conditions using "AND" or "OR" operators.
Add a Generate Text action (optional): After retrieving the associated records, you can add a Generate Text action to create summaries or follow-up content. Read this guide on using the Generate Text action.
Publish the Workflow: The action will return the associated record(s) with all their properties and the generated summary, which you can then reference in subsequent Workflow steps to update records or send notifications based on the data.
