HubSpotters love auto associations. But they wish it could do more.

So we built that.

Me and Tikita Tolley have spent the past month putting together Auto Associations Pro – an enhanced version of HubSpot’s native “auto associations” feature that ties your data together better.

Emails to a contact and the contact’s deals.
Calls to a ticket and its associated company.

That kind of thing.

Why Build This?

Because we kept seeing the same complaints in the forums – problems that the native auto association feature almost solves, if it was just a bit more powerful.

Issues like:

• Not working with all objects
• Not working with changes made by the API
• Few targeting options for the objects to associate onto

Auto Associations Pro fixes all of these, while providing a foundation for even more powerful auto association rules in the future.

It even ships with a free trial – so if you think it might save you some time, give it a whirl.
(Install link in the comments or on the Daeda Tech website.)

Rules – The Core of Auto Associations Pro

At the core of the app are rules.

And each rule has the ability to eliminate a headache.

Rules have three main components:

1. Subject – The record you want to auto associate from one thing to another.
2. Source – Where the subject comes from.
3. Target – Where it goes.

Here’s a simple example:

“Associate emails from contact to company.”
Now all emails associated with a contact will also show up in the company records that contact is associated with.

You can do this with anything:

“Associate contacts from company to contacts.”
This associates all the contacts linked to a company together, so you can easily see workmates and bosses from the contact view.

Super simple. Super powerful.

Filters – The Real Power Move

With Auto Associations Pro, you’re not stuck with HubSpot’s “magic number 5” limit.

You get target filters:

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

This makes the rules not just powerful – but flexible enough to fit almost any use case.

The bottom line?

If you’ve ever wished HubSpot’s auto associations could do just a bit more – this is what you were wishing for.

Full Object Support

You can now associate across all these objects:

• Contacts
• Companies
• Deals
• Tickets
• Quotes
• Invoices
• Appointments
• Calls
• Communications
• Emails
• Meetings
• Notes
• Postal mail
• Tasks

Special Rule – Conversation Emails to Contacts on Tickets

One of the biggest frustrations in HubSpot:

When a new ticket is created, HubSpot only associates the contact in the first email’s "from" field.

Our new Special Rule fixes this:

• It turns all other emails (in "from" and "cc" fields, and those added later in the conversation) into contacts and associates them with the ticket.
• You can even provide a list of email addresses to exclude from contact creation.

Want More?

Here are a couple of quick guides for more setup and details on rules and association logic.

Or, if you’d like to see it in action, book a demo here or install here to try it out! (You're free trial will not start till you create your first rule)