HubSpot
Auto Associations Pro

A Glimpse at the Power of Auto Associations Pro

We wanted to give a glimpse of the power that Auto Associations Pro can provide.
So we built in target filters.

What’s a Target?

Simply put, it’s the record type you’re auto-associating to - an email, contact, ticket, etc.

The filters are powerful functions allowing you to select a subset of all those targets.

Normal Auto Associations Filters

The standard HubSpot auto associations feature gives you:

  • Associate to everything
  • Associate to primary (e.g. primary company)
  • Associate to the most recently associated record
  • Associate to the 5 most recently associated records

Only the lord and the HubSpot team know why 5 is the magic number.

Auto Associations Pro Filters

For the initial target filters in Auto Associations Pro, we have:

  • Associate to everything
  • Associate to the X newest records (where X can be any number you like)
  • Associate to records with association label X (where X is any label you want)

Not only does this provide more power out of the box, but it’s a springboard for even more interesting filters.

Future Ideas

Maybe in the future we can see:

  • Associate to records with property X
  • Associate to contacts with subscription preference X
  • Maybe even AI-directed filtering, if you’re feeling spicy.

Any ideas for cool filters we can add?

Let us know at contact@daeda.tech - we’re building this to make auto-associations way more powerful than HubSpot’s native version.