Associ8 Starter Guide
Get started with Associ8—the tool that makes associating HubSpot records fast, flexible, and fully automated.
🧠 What is Associ8?
Associ8 is a HubSpot workflow extension that lets you automatically create, label, and remove associations between records—no manual linking or custom code needed.
You can use Associ8 to automatically:
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🔗 Link standard and custom objects using shared data (e.g., associate a Deal to a Contact using “Company Domain Name”)
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🏷️ Apply association labels to better organize relationships
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🧽 Remove association labels with Label Peeler
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❌ Remove outdated or incorrect associations with Unassoci8
🛠️ Where to Start
Here’s everything you need to get up and running:
🧰 Overview of Associ8 Actions
Associ8 includes four workflow actions:
- Associ8 - {Object Type}
- Associ8 - Custom Objects
- Label Peeler
- Unassoci8
🔗 1. Associ8 – {Object Type}
Use in: Deal, Contact, Company, or Ticket–based workflows
Purpose: Create associations between a standard object and any standard or custom object using matching property values
How it works:
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Select the object type you want to associate the enrolled object with
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Choose a search value from the enrolled object (e.g., a Contact’s email)
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Match it against a property on the associated object (e.g., a Company’s domain)
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(Optional) Apply an association label to categorize the relationship
Example use case:
In a Ticket-based workflow, use the Ticket’s “Customer Email” property to find and associate the related Contact. Then, apply a label like “Support Requester” to clarify their role in the relationship.
📦 2. Associ8 – Custom Objects
Use in: Custom object–based workflows
Purpose: Create associations between a custom object and any standard or custom object using matching property values
How it works:
- Specify the custom object type the workflow is based on at the top of the action
- Select the object type you want to associate the enrolled object with
- Choose a search value from the enrolled object (e.g., an email address)
- Match it to a property on the associated object
- (Optional) Apply an association label to categorize the relationship
Example use case:
In a “Survey Response” custom object workflow, use the response’s email to find and associate the correct Contact by matching it to the Contact’s email property.
🏷️ 3. Label Peeler
Use in: Any object-based workflow
Purpose: Remove association labels without deleting the association itself
How it works:
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Select the object(s) involved in the association
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Choose the label(s) you want to remove
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Set any necessary conditions to target the correct records
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The association remains intact—only the label is removed
Example use case:
Remove the “Active Ticket” label from Contacts associated with a Ticket once the ticket is closed, while keeping the association in place.
❌ 4. Unassoci8
Use in: Any object-based workflow
Purpose: Fully remove an association between two records
How it works:
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Define the object type you want to unassociate
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Set any necessary conditions to target the correct records
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The association is completely removed from both records
Example use case:
In a Company-based workflow, identify Contacts that are no longer with a company and remove their association to the Company to keep your CRM clean and up to date.
💡 Common Use Cases
Here are some examples of what you can do with Associ8:
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🔄 Associate Deals ↔ Companies based on matching domain
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🧑🤝🧑 Link Contacts ↔ Custom Objects like event check-ins or survey responses
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❌ Remove outdated Contact ↔ Ticket associations
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🏷️ Strip out legacy labels using Label Peeler
💳 Subscription & Billing
Associ8 offers flexible subscription plans to fit teams of all sizes—from small teams looking to automate simple associations to enterprise operations managing thousands of records per month.
🗂 Plan Overview
Plan | Monthly Price | Includes |
---|---|---|
Free | $0 | ✅ Standard Objects 🔄 100 associations/month |
Starter |
$49/mo |
✅ Standard Objects 🔄 500 associations/month |
Pro | $99/mo | ✅ Standard Objects 📦 Custom Objects 🔄 5,000 associations/month |
Enterprise | $149/mo | ✅ Standard Objects 📦 Custom Objects 🔄 500,000 associations/month |
💡 All prices are subject to change and do not include taxes. Refer to the Associ8 App Listing for the most up-to-date info.