Insycle supports the latest HubSpot multiple associations and association labels.
You can use Insycle to add or remove multiple associations between any object (including custom object and parent/child companies) and select an association label. For example, associate two companies with the same contact, label one company "primary" and the other company as "agency".
Use Magical Import to add/remove associations as part of a CSV import.
Integrate Insycle with HubSpot Workflows to manage associations based on any trigger, for example, when a visitor fills out a form.
Here is a short how-to
Pick the association type and label
Associate contact to a second company
With Insycle you can:
Associate contacts, companies, and deals using any or multiple fields. For example, Company Name AND Country.
Flexible matching rules: choose from exact, similar (fuzzy), and partial matching. Fine-tune rules to ignore top-level domains and sub-domains, formatting, spaces, text like "https://", common terms like "Inc" or "Incorporated", and more.
Avoid duplicate companies from getting created by disabling HubSpot's default associations. Instead, use Insycle to flexibly associate and create companies when matching is not found.
Manage parent-child companies and create account hierarchies.
Associate multiple companies, and use association labels.
Preview changes before they go live. Run association in "Preview Mode” to simulate and test the process and data changes before any updates are made in HubSpot.
Get a CSV report of associated records and relevant fields for complete context.
Bulk associate thousands of records with just a few clicks.
Analyze millions of records for associations in seconds on-demand.
Automate associations and alerts using date-based schedules or event-based triggers directly from HubSpot Workflows.
Health Assessment report to review unassociated contacts, companies, and deals, duplicate data, and other data quality issues in the CRM.
Audit Trail and history, every operation is stored and available at any time for download and undo.