In this guide, we’ll walk through creating your first Associ8-powered workflow in HubSpot. You’ll learn how to match records based on property values and automatically associate them—saving you time and ensuring cleaner data.
🔍 Breakdown of the Associ8 Action
Here’s a simplified overview of how each field in the Associ8 action works:
| Field | What It Does |
|---|---|
| Associated Object Type | The object you want to associate with (e.g., Contact, Company, Ticket) |
| Associated Object Property | The field on that object to match against (e.g., Email Domain, Company Name) |
| Search Value | The value from the enrolled record to use for matching (e.g., Company Domain) |
| Association Label (optional) | A label you can apply to the association (e.g., Main Contact, Former Employee) |
💡 Example:
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A Deal has Company Domain = hornets.com
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Associ8 searches Contact records where Email Domain = hornets.com
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If found, the Deal and matching Contacts are automatically associated
🚀 Instructions
Example Use Case: Let’s say you want to automatically associate a Deal with all Contacts that work at a Company. With Associ8, you can automatically associate the Deal to the correct Contacts based on a value such as the Company's Domain. -
Create a New Workflow
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In your HubSpot portal, navigate to Automation > Workflows.
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Click Create workflow in the top right.
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Choose your object type (e.g., Deal-based Workflow).
📌 Your workflow’s object type determines what objects it can associate with. For example, a Contact workflow can associate with Deals, Tickets, and Companies (or any other custom associations you have set up).
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Set Enrollment Criteria 🎯
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The enrollment criteria will vary heavily depending on your use case and requirements.
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Example: Company Domain (Deal Property) is Known
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This ensures the workflow only runs for Deals that have a Company Domain value.
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Add the Associ8 Action ➕
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Click the + to add an action.
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Search for and select Associ8 – Deal (or the appropriate action for your workflow object).
Configure the action: 🛠️
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Associated Object Type: Contact
→ Tells Associ8 to look through your Contact records. -
Associated Object Property: Email Domain (Contact Property)
→ Associ8 will compare values in this Contact property. -
Search Value: Company Domain (Deal Property)
→ Associ8 will use the Company Domain from the enrolled Deal and search for matching Contacts. -
(Optional) Association Label:
→ Associ8 will apply the association label to any associations created (e.g., Key Contact).
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Save and Publish ✅
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Click Save on the Associ8 action
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Click Review and Publish to turn your workflow live 🎉
Now, any Deal with a Company Domain will automatically associate with Contacts whose Email Domain matches. 🧠
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⚠️ Important Considerations
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Associ8 requires exact matches between the Search Value and the Associated Object Property.
💡 For example, "hapily.com" will only match other records with the exact value "hapily.com"—not "www.hapily.com" or "Hapily.com". -
Associ8 will associate the enrolled record to all matching records—up to 100 associations in a single call.
💡 Using a generic value (e.g., a common name like "test") may result in unintended associations. Be as specific as possible to ensure accurate matching. -
If the Search Value is empty, the association will fail. Make sure this field has a value before running the workflow.