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Associate records

BetaChanges data

Links two HubSpot records, with or without a label.

Settings

SettingWhat it is
ConnectionRequiredThe HubSpot connection the step signs in with.
From object"contacts" or "companies" or "deals" or "tickets" or "notes" or "tasks" or "calls" or "meetings" or "emails" or "leads" or "products" or "line_items" or "custom"
From custom object type idThe object type id, e.g. 2-1234567.
From record idRequiredtext
To object"contacts" or "companies" or "deals" or "tickets" or "notes" or "tasks" or "calls" or "meetings" or "emails" or "leads" or "products" or "line_items" or "custom"
To custom object type idThe object type id, e.g. 2-1234567.
To record idRequiredtext
Give the link a labelOff, HubSpot uses its own default link for this pair. On, the link carries the association type below.
Association category"HUBSPOT_DEFINED" or "USER_DEFINED"
Association type idLeave at 0 to use HubSpot's default for this pair. The id is directional: if the from object is a contact and the to object a company, the id that marks that company primary is 1.
Technical details
KeyValue
connectiontexta connection id from `requires.connections` (provider `hubspot`)
fromObject"contacts" or "companies" or "deals" or "tickets" or "notes" or "tasks" or "calls" or "meetings" or "emails" or "leads" or "products" or "line_items" or "custom", by default "contacts"
fromCustomObjectTypetextused when `fromObject` is "custom"
fromIdtextits `{{ }}` must give a string
toObject"contacts" or "companies" or "deals" or "tickets" or "notes" or "tasks" or "calls" or "meetings" or "emails" or "leads" or "products" or "line_items" or "custom", by default "companies"
toCustomObjectTypetextused when `toObject` is "custom"
toIdtextits `{{ }}` must give a string
useLabeltrue/false, by default false
associationCategory"HUBSPOT_DEFINED" or "USER_DEFINED", by default "HUBSPOT_DEFINED"used when `useLabel` is true
associationTypeIdnumber, by default 0used when `useLabel` is true

Output

FieldType
fromObjectIdFrom record idstring
toObjectIdTo record idstring
labelsLabels on the linkarray
Sample output, and the expression for each field
  • fromObjectId"1"
  • labels[]
  • toObjectId"2"

Errors

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Example step

The step as a flow file holds it. Replace each value in <…>.

{
  "config": {
    "associationCategory": "HUBSPOT_DEFINED",
    "associationTypeId": 0,
    "connection": "<connection id>",
    "fromCustomObjectType": "",
    "fromId": "<from record id>",
    "fromObject": "contacts",
    "toCustomObjectType": "",
    "toId": "<to record id>",
    "toObject": "companies",
    "useLabel": false
  },
  "label": "Associate records",
  "type": "hubspot.associateRecords",
  "version": 1
}