Daeda Association Viewer - Setup
What is Daeda Association Viewer?
Section titled “What is Daeda Association Viewer?”Daeda Association Viewer is a visual graph-based tool that shows you how your HubSpot records are connected. Instead of clicking through multiple record pages to understand relationships, you can see everything in one interactive diagram.
What it does: Displays all associations between CRM records in a beautiful, interactive graph visualization.
When to use it: When you need to understand complex relationship networks, see all connected records at a glance, or navigate your CRM data visually.
Business value: Faster relationship discovery, better customer context, improved sales handoffs, clearer account mapping, and easier data quality auditing.
Key Features
Section titled “Key Features”Visual Graph Representation
Section titled “Visual Graph Representation”See all your records and their associations displayed as an interactive node-and-edge graph. Records appear as nodes, connections appear as labeled edges.
Accessible from Sidebar
Section titled “Accessible from Sidebar”Access the viewer directly from the sidebar on any Contact, Company, Deal, or Ticket record page. One click opens the full graph view.
Supported Objects
Section titled “Supported Objects”View and explore relationships across:
- Contacts
- Companies
- Deals
- Tickets
- Products
- Line Items
- Quotes
- Users
Interactive Features
Section titled “Interactive Features”- Click on any record to refocus the graph
- Zoom and pan to navigate large networks
- Show/hide object types for clarity
- Auto-layout for clean visualization
- Fetch associations on demand
Installation
Section titled “Installation”Daeda Association Viewer is 100% free!
-
Install the app: Click here to install Daeda Association Viewer
-
Authorize permissions: Grant read access to CRM objects when prompted
-
Start using: Navigate to any Contact, Company, Deal, or Ticket record and find the viewer in the sidebar
No credit card required. No usage limits. Free forever.
Pricing
Section titled “Pricing”Free - Forever
Section titled “Free - Forever”Price: $0/month
What’s included:
- App card for Contacts, Companies, Deals, and Tickets
- Displays Contacts, Companies, Deals, Tickets, Products, Line Items, Quotes, and Users
- Shows all associations and relationship labels
- Hide any object type for greater clarity
- Custom layout function for easy viewing
- Unlimited usage
How to Access the Viewer
Section titled “How to Access the Viewer”From a Record Page
Section titled “From a Record Page”-
Navigate to a record: Open any Contact, Company, Deal, or Ticket in HubSpot
-
Find the sidebar card: Look for “Daeda Association Viewer” in the right sidebar
-
Click “View Associations”: Opens a modal with the full interactive graph
-
Explore: Click on nodes, fetch associations, and navigate relationships
Quick Start Example
Section titled “Quick Start Example”Let’s say you’re on a Company record and want to see all related contacts and deals:
- Open the company record
- Click “View Associations” in the Daeda Association Viewer card
- The graph opens showing the company (focused node) and immediate associations
- Click on a contact node to refocus the graph around that contact
- Use the “Fetch All” button to load associations for all visible nodes
- Hide object types you don’t need (like Products or Line Items)
- Click “Layout” to reorganize the graph for clarity
Interface Overview
Section titled “Interface Overview”When you open the Association Viewer, you’ll see:
The Graph Canvas
Section titled “The Graph Canvas”- Center: Your focused record (highlighted with pink border)
- Surrounding nodes: Associated records (color-coded by type)
- Edges: Lines connecting records with relationship labels
Top-Left Controls
Section titled “Top-Left Controls”- Layout Button: Auto-arrange nodes using force-directed algorithm
- Object Type Filters: Checkboxes to show/hide specific object types
Bottom-Center Controls
Section titled “Bottom-Center Controls”- Fetch All Button: Load associations for up to 50 unloaded nodes at once
Node Actions
Section titled “Node Actions”Each node has two buttons:
- “Grab associations”: Fetch related records for this node
- “GoTo”: Open the record in HubSpot (new tab)
Supported Object Types & Colors
Section titled “Supported Object Types & Colors”Each object type appears in a distinct color for easy identification:
- Companies: Red hue
- Contacts: Orange hue
- Deals: Yellow hue
- Tickets: Green hue
- Products: Cyan hue
- Line Items: Blue hue
- Quotes: Purple hue
The focused node (your current record) always has a bright pink border for visibility.
Common Workflows
Section titled “Common Workflows”Understanding a Deal Ecosystem
Section titled “Understanding a Deal Ecosystem”- Open a deal record
- Click “View Associations”
- See all contacts, companies, products, and quotes at once
- Click on a contact to see their other deals
- Identify key stakeholders and relationships
Mapping Account Relationships
Section titled “Mapping Account Relationships”- Open a company record
- Click “View Associations”
- See all contacts, deals, and tickets
- Use filters to hide products/quotes if needed
- Understand the full customer relationship
Auditing Data Quality
Section titled “Auditing Data Quality”- Open any record
- Click “View Associations”
- Look for missing associations or orphaned records
- Click “GoTo” to fix associations in HubSpot
- Use the viewer to verify changes
Best Practices
Section titled “Best Practices”Start Small
Section titled “Start Small”Don’t click “Fetch All” immediately on large accounts. Start with the focused record, explore one level at a time, then expand as needed.
Use Object Filters
Section titled “Use Object Filters”If the graph gets crowded, hide object types you don’t need. For example, hide Products and Line Items when focusing on people and deals.
Leverage the Layout Button
Section titled “Leverage the Layout Button”If nodes overlap or the graph looks messy, click “Layout” to reorganize everything using an automatic algorithm.
Open Records in New Tabs
Section titled “Open Records in New Tabs”Use the “GoTo” button to open records in new tabs. This lets you keep the graph open while reviewing details.
Permissions Required
Section titled “Permissions Required”Daeda Association Viewer needs read access to:
- CRM Objects (Contacts, Companies, Deals, Tickets, Quotes, Products, Line Items)
- Associations API
- OAuth permissions
These are standard read-only permissions for viewing your data. The app never writes or modifies your records.
Troubleshooting
Section titled “Troubleshooting””Update Association Viewer” Button Appears
Section titled “”Update Association Viewer” Button Appears”Issue: App needs updated permissions
Solution: Click the “Update Association Viewer” button to re-authorize with the latest scopes
Graph Looks Empty
Section titled “Graph Looks Empty”Check:
- The record actually has associations
- Object type filters aren’t hiding everything
- Associations are properly created in HubSpot
Solution: Verify associations exist on the record page first, then check filters in the viewer
Nodes Not Loading
Section titled “Nodes Not Loading”Check:
- You’ve clicked “Grab associations” on a node
- Your internet connection is stable
- The record has associations to fetch
Solution: Click “Grab associations” to load related records, or use “Fetch All” for batch loading
Getting Help
Section titled “Getting Help”If you have questions or feedback:
- Email: contact@daeda.tech