Auto Associations Pro - Setup
What is Auto Associations Pro?
Auto Associations Pro is a background automation tool that creates associations between CRM records based on rules you define. Set your rules once, and every new association follows them automatically.
What it does: Automatically associates records across your HubSpot CRM based on intelligent rules and filters.
When to use it: When you need records to automatically connect based on relationships - like associating emails to deals through contacts, or linking activities to all related companies.
Business value: Eliminates manual association work, ensures data connectivity across your CRM, and maintains clean relationship structures automatically.
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Key Features
- Rule-Based Automation: Define once, run forever in the background
- Smart Filtering: Control which records get associated using pipeline filters and newest-record filters
- Special Rules: Ticket email-to-contact automation for conversation participants
- Broad Object Support: Works across core objects and activities
Supported Objects
Core Objects
- Contacts
- Companies
- Deals
- Tickets
- Quotes
- Invoices
Activities
- Appointments
- Calls
- Emails
- Meetings
- Notes
- Postal Mail
- Tasks
- Communications
Installation
Authorize permissions: Grant the necessary HubSpot permissions when prompted
Access settings: After installation, navigate to the app settings page to configure your rules
Pricing
Auto Associations Pro offers a free trial that doesn't start until you create your first rule. Pricing is based on the total number of objects in your HubSpot portal:
Starter - $30/month
- For portals with up to 10,000 objects
- All features included
Growth - $75/month
- For portals with up to 100,000 objects
- All features included
Enterprise - $150/month
- For portals with up to 1,000,000 objects
- All features included
How It Works
Auto Associations Pro uses webhooks to monitor your HubSpot portal for new associations. When a record gets associated (like a contact to a company), the app checks if any of your rules match this trigger. If they do, it automatically creates the additional associations you've defined.
For example:
An email gets associated to a contact (trigger)
Your rule says "Associate emails from contacts to all associated companies"
The app finds all companies associated with that contact
It automatically associates the email to those companies
All of this happens in the background, so associations are there when you need them.
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Getting Help
If you have questions or need assistance:
- Email: contact@daeda.tech
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