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.

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:

• Subject - The record you want to auto associate from one thing to another.
• Source - Where the subject comes from.
• 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.

The Takeaway

Smarter associations tie related records together automatically - emails to companies, contacts to their colleagues, conversation participants to tickets - so your team sees the full picture without manual linking. That’s the difference between a CRM that just stores data and one that actually connects it.