Batch create associations
The HubSpot Batch Create Associations tool streamlines CRM data management by enabling users to establish multiple associations between different HubSpot object types simultaneously. It ensures efficient linking of records across the CRM with precise control and batch processing capabilities.
Features
- Create multiple associations between HubSpot objects in a single batch to save time.
- Supports a wide variety of HubSpot object types including contacts, deals, companies, tickets, and custom objects.
- Ensures data integrity with user-defined and HubSpot-defined association types.
- Integrates prerequisite tools to retrieve necessary user and association information for accurate linkage.
- Idempotent operations minimize risk of duplicate associations and support safe repeated usage.
Benefits
- Enhances CRM data organization by linking related records across object types seamlessly.
- Reduces manual work and potential errors by batch processing association creation.
- Improves sales, marketing, and service efficiency through accurate relationship mapping.
- Supports complex workflows by accommodating both standard and custom object associations.
- Provides scalability for growing businesses managing large volumes of CRM data.
Description
🛡️ Guardrails: 1. Data Modification Warning: This tool modifies HubSpot data. Only use when the user has explicitly requested to update their CRM. 🎯 Purpose: 1. Establishes relationships between HubSpot objects, linking records across different object types, by creating associations between objects in batch. 2. Uses a single set of association types for all associations in the batch. 📋 Prerequisites: 1. Use the hubspot-get-user-details tool to get the OwnerId and UserId if you don't have that already. 2. Use the hubspot-get-association-definitions tool to identify valid association types before creating associations.
Parameters
4 parameters
| Name | Type | Description |
|---|---|---|
| fromObjectTyperequired | string | The type of HubSpot object to create association from. Valid values include: appointments, companies, contacts, courses, deals, leads, line_items, listings, marketing_events, meetings, orders, postal_mail, products, quotes, services, subscriptions, tickets, users. For custom objects, use the hubspot-get-schemas tool to get the objectType. |
| toObjectTyperequired | string | The type of HubSpot object to create association to. Valid values include: appointments, companies, contacts, courses, deals, leads, line_items, listings, marketing_events, meetings, orders, postal_mail, products, quotes, services, subscriptions, tickets, users. For custom objects, use the hubspot-get-schemas tool to get the objectType. |
| typesrequired | object[] | The types of associations to create |
| inputsrequired | object[] | List of association inputs defining the relationships to create. (max 100 associations per batch) |
