> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cassidyai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create HubSpot association

> Link two HubSpot records together, such as associating a contact with a company.

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.

<Info>
  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.
</Info>

<Steps>
  <Step title="Add a Create Association action">
    In the [Workflow builder](/workflows/building), click the **+** button between existing blocks. Select **Create Association** from the action list.

    <Frame>
      <img src="https://mintcdn.com/cassidy/WFAGtWUtSYpipzga/images/reference/create-hubspot-association-img-0.png?fit=max&auto=format&n=WFAGtWUtSYpipzga&q=85&s=313a0073f0782dd5ebdc5c61bbe074d1" alt="Selecting the Create Association action from the action list" width="624" height="279" data-path="images/reference/create-hubspot-association-img-0.png" />
    </Frame>
  </Step>

  <Step title="Connect your HubSpot account">
    If you haven't already, [connect your HubSpot account](/integrations/hubspot/overview) to Cassidy.

    <Frame>
      <img src="https://mintcdn.com/cassidy/WFAGtWUtSYpipzga/images/reference/create-hubspot-association-img-1.png?fit=max&auto=format&n=WFAGtWUtSYpipzga&q=85&s=3d02fbeae0c6df5095504732bc5475b5" alt="HubSpot connection prompt in the action configuration" width="624" height="793" data-path="images/reference/create-hubspot-association-img-1.png" />
    </Frame>

    <Frame>
      <img src="https://mintcdn.com/cassidy/WFAGtWUtSYpipzga/images/reference/create-hubspot-association-img-2.png?fit=max&auto=format&n=WFAGtWUtSYpipzga&q=85&s=f908c88bda73e0231d549661dbb7dee1" alt="HubSpot account successfully connected" width="536" height="864" data-path="images/reference/create-hubspot-association-img-2.png" />
    </Frame>
  </Step>

  <Step title="Rename the action (optional)">
    Enter a more descriptive name to make the action easier to reference as a variable later.

    <Frame>
      <img src="https://mintcdn.com/cassidy/WFAGtWUtSYpipzga/images/reference/create-hubspot-association-img-3.png?fit=max&auto=format&n=WFAGtWUtSYpipzga&q=85&s=c9bf120ed607033f3433d00c3e4f3031" alt="Renaming the Create Association action" width="494" height="118" data-path="images/reference/create-hubspot-association-img-3.png" />
    </Frame>
  </Step>

  <Step title="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.

    <Frame>
      <img src="https://mintcdn.com/cassidy/WFAGtWUtSYpipzga/images/reference/create-hubspot-association-img-4.png?fit=max&auto=format&n=WFAGtWUtSYpipzga&q=85&s=416c4fa76d7cf0ecbd750210ee008dfa" alt="HubSpot Contact Created trigger configuration" width="475" height="559" data-path="images/reference/create-hubspot-association-img-4.png" />
    </Frame>

    * **Add a [Look Up HubSpot Record](/integrations/hubspot/look-up-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.

    <Frame>
      <img src="https://mintcdn.com/cassidy/WFAGtWUtSYpipzga/images/reference/create-hubspot-association-img-5.png?fit=max&auto=format&n=WFAGtWUtSYpipzga&q=85&s=7ae885148a30c746b94947539ca172a5" alt="Look Up HubSpot Record action configured to find a company by domain" width="624" height="296" data-path="images/reference/create-hubspot-association-img-5.png" />
    </Frame>
  </Step>

  <Step title="Select the source object type">
    Choose the object type of the source record: **Contacts**, **Companies**, **Deals**, or **Tickets**.

    <Frame>
      <img src="https://mintcdn.com/cassidy/WFAGtWUtSYpipzga/images/reference/create-hubspot-association-img-6.png?fit=max&auto=format&n=WFAGtWUtSYpipzga&q=85&s=117df33dec012e60545d93d58fb9a045" alt="Selecting the source object type for the association" width="624" height="297" data-path="images/reference/create-hubspot-association-img-6.png" />
    </Frame>
  </Step>

  <Step title="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.

    <Frame>
      <img src="https://mintcdn.com/cassidy/WFAGtWUtSYpipzga/images/reference/create-hubspot-association-img-7.png?fit=max&auto=format&n=WFAGtWUtSYpipzga&q=85&s=9647da526347984e6d4c9dd2caf55258" alt="Entering the source object ID using a variable reference" width="745" height="175" data-path="images/reference/create-hubspot-association-img-7.png" />
    </Frame>
  </Step>

  <Step title="Select the associated object type">
    Choose the object type of the record you want to associate with the source: **Companies**, **Contacts**, **Deals**, or **Tickets**.

    <Frame>
      <img src="https://mintcdn.com/cassidy/WFAGtWUtSYpipzga/images/reference/create-hubspot-association-img-8.png?fit=max&auto=format&n=WFAGtWUtSYpipzga&q=85&s=6621bcf79e77f3189b7335c92c5f7142" alt="Selecting the associated object type" width="747" height="473" data-path="images/reference/create-hubspot-association-img-8.png" />
    </Frame>
  </Step>

  <Step title="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.

    <Frame>
      <img src="https://mintcdn.com/cassidy/WFAGtWUtSYpipzga/images/reference/create-hubspot-association-img-9.png?fit=max&auto=format&n=WFAGtWUtSYpipzga&q=85&s=6982d45f53097a94d81b787a944630bb" alt="Entering associated object IDs" width="479" height="152" data-path="images/reference/create-hubspot-association-img-9.png" />
    </Frame>
  </Step>

  <Step title="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`.

    <Frame>
      <img src="https://mintcdn.com/cassidy/WFAGtWUtSYpipzga/images/reference/create-hubspot-association-img-10.png?fit=max&auto=format&n=WFAGtWUtSYpipzga&q=85&s=ba2815bba9f88d5830daf605f5f2f32a" alt="Selecting the association type from the dropdown" width="466" height="155" data-path="images/reference/create-hubspot-association-img-10.png" />
    </Frame>
  </Step>

  <Step title="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.

    <Frame>
      <img src="https://mintcdn.com/cassidy/WFAGtWUtSYpipzga/images/reference/create-hubspot-association-img-11.png?fit=max&auto=format&n=WFAGtWUtSYpipzga&q=85&s=164b34bb67bb3032bf69df00b245e196" alt="Workflow output confirming the association was created" width="489" height="551" data-path="images/reference/create-hubspot-association-img-11.png" />
    </Frame>
  </Step>
</Steps>

## Related

* [Remove HubSpot Association](/integrations/hubspot/remove-association)
* [Find Associated HubSpot Records](/integrations/hubspot/find-associated-records)
* [Look Up HubSpot Record](/integrations/hubspot/look-up-record)
* [HubSpot for Workflows](/integrations/hubspot/workflows)