Managing CRM associations and labels becomes increasingly complex as databases grow. HubSpot's latest workflow update addresses this challenge by introducing new association actions that automate these previously manual tasks.
The update adds four key automation capabilities:
✔️ Apply labels to already associated records
✔️ Update existing association labels
✔️ Remove existing association labels
✔️ Create new associations between records with matching property values (available for single-line text, multi-line text, or phone number properties)
For example, companies managing large partner networks of resellers, affiliates, and integrators can now automatically associate partner records with relevant deals or contacts when matching properties are detected. This automation ensures smoother collaboration and better partner relationship management.
These workflow improvements reduce manual effort, minimize errors, and free up time for more valuable activities like lead nurturing and relationship building.
Do you have any questions?
Need help navigating HubSpot’s tools and features? Feel free to reach out by sending an email to hubspot@actuado.com.
