How you can associate records in HubSpot

In HubSpot, you can create four standard objects: contacts, companies, deals, and tickets. You can associate these records together to keep track of the relationships between them.

Associations are always two-way and can be seen in each record in the right panel. Eg. If record A is associated with record B, record B is also associated to record A.

There are different ways to associate records:

  • You can also manually associate a record to another.
  • You can set contact records to automatically be associated to company records.

To manually associate a record with another

  • Go to your contacts, companies, deals, or tickets in your HubSpot account.
  • Click the name of the record that you want to associate with others. 
  • In the right panel, locate the object section and click Add
  • You can either create a new record to associate to the contact, or associate an existing record to the contact.
    • To create a new record to associate the ticket to: click the tab Create a new [record], enter information in the fields, and click Create.
    • To associate an existing record: click the tab Add existing [record], search for the record, and select the checkbox next to the record in the search results. Click Save.

To automatically associate a record with a company record

  • Click the settings icon from the main navigation bar in your HubSpot account.
  • Go to CRM > Contacts & companies in the left sidebar menu. 
  • Click on the tab Companies.
  • Click to toggle Automatically create and associate companies with contacts to switch it on.
  • To opt-out a specific domain from the automatic association, click on  Opt a domain out of automatic association.
    • A new window Automatic associations opt-out will be opened.
    • Type the domain name.
    • Click Save.