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Daeda Technologies
Custom Object Automation
CRM Architecture
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.