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The Create HubSpot Association action links two records in HubSpot — contacts to companies, deals to contacts, and more. Use it to maintain organized relationships in your CRM by automatically associating related records.
This guide walks 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 by that domain, and creates an association between them.
1

Add a Create Association action

In the Workflow builder, click the + button between existing blocks. Select Create Association from the action list.
Selecting the Create Association action from the action list
2

Connect your HubSpot account

If you haven’t already, connect your HubSpot account to Cassidy.
HubSpot connection prompt in the action configuration
HubSpot account successfully connected
3

Rename the action (optional)

Enter a more descriptive name to make the action easier to reference as a variable later.
Renaming the Create Association action
4

Set up preceding actions

To use the Create Association action, configure earlier steps in your Workflow to provide the record IDs you want to associate. For example:
  • Add a trigger such as HubSpot Contact Created to activate the Workflow when a new contact is created. Click Add Filter to narrow which contacts trigger the Workflow.
HubSpot Contact Created trigger configuration
  • Add a Look Up HubSpot Record action to find the record you want to associate with. For example, search for a company by domain name using a variable from the trigger.
Look Up HubSpot Record action configured to find a company by domain
5

Select the source object type

Choose the object type of the source record: Contacts, Companies, Deals, or Tickets.
Selecting the source object type for the association
6

Enter the source object ID

Provide the ID of the source record. Type the ID directly or press # to reference a variable from a previous step or trigger.
Entering the source object ID using a variable reference
7

Select the associated object type

Choose the object type of the record you want to associate with the source: Companies, Contacts, Deals, or Tickets.
Selecting the associated object type
8

Enter the associated object IDs

Provide the IDs of the records to associate with the source record. Type the IDs directly or press # to reference a variable. Separate multiple IDs with commas to create multiple associations at once.
Entering associated object IDs
9

Select the association type

Choose the type of association to create. Options vary by the selected object types and include values like contact_to_company, contact_to_company_unlabeled, and billing_contact_to_company.
Selecting the association type from the dropdown
10

Publish and run the Workflow

Run the Workflow to verify the action works correctly. The output confirms that the association was successfully created between the specified HubSpot records.
Workflow output confirming the association was created