I'm very happy to see this update coming through! HubSpot is introducing the Same Object Associations feature, which allows you to connect CRM records of the same type. This feature enables you to capture vital business relationships and accurately represent the complex network of contacts and related companies within your organization.
What is Same Object Associations?
Same Object Associations is a powerful feature that allows you to link a CRM record to another record of the same object type, including contacts, companies, deals, tickets, and custom objects. This update bridges the gap in HubSpot, ensuring that you never miss out on key connections and making your CRM mirror the reality of your business.
Why does it matter?
The ability to associate CRM records of the same type is a game-changer for businesses. It enables you to capture and leverage important relationships, ensuring that no valuable connections slip through the cracks. By reflecting the true nature of your business in HubSpot, you can make more informed decisions and drive better outcomes.
How does it work?
1. Spot the new section in the sidebar of each record that mirrors the record type.
2. For Pro+ users, label these associations for clarity, such as 'colleague' or 'student-teacher'.
3. Utilize these associations across various HubSpot tools, including Imports, Calculated properties, the Custom Report Builder, and Workflows.
Example Use Cases:
1. Easily associate an original contract with an upsell or renewal deal by linking them and labeling accordingly.
2. Connect all branch campuses to a main campus for a university or hospital system, streamlining management and reporting.
Who can use it and how do you get access?
Same Object Associations are available to all Hubs and tiers, with Association Labels being exclusive to Pro+ subscribers. Additionally, custom objects require an Enterprise subscription in at least one Hub.
Today this feature is in private beta so you'll have to enroll your HubSpot account. You do this by going to your 'product updates' in the top right-hand menu and navigating to Beta's. You can also update this link with your HubID: https://app.hubspot.com/whats-new/YOURHUBIDHERE/betas
For a more comprehensive understanding of this update, I recommend checking out HubSpot's guide on the Same Object Associations feature
The Same Object Associations feature is a powerful feature for HubSpot users, allowing them to capture and leverage important business relationships. With this update, you can ensure that your CRM reflects the reality of your organization, enabling better decision-making and driving improved outcomes. We are excited to see the endless possibilities this feature brings, and we invite you to share your potential use cases in the comments below.
Need help with your CRM setup? Feel free to book a meeting!
