Question
How to associate two custom object records in HubSpot?
Product
Twilio Segment
Environment
Segment Console
Answer
To associate two records, use the Upsert Custom Object Record action. You must have these three fields: Search Fields to associate, ObjectType to associate, and Association Label. If any of these three fields aren’t configured, the association skips.
| Field | Details |
|---|---|
| Search Fields to associate | This finds a unique record of custom object based on key-value search properties so that records can be associated together. * An association record fails if there is more than one record returned from the search association object. * An association skips if no record is found with the data provided in key:value format. |
| ObjectType to associate | To associate the newly created and updated custom object record with another object type, select the object type you want it to be associated with. |
| Association Label | Select an association label between both the object types. From the HubSpot Dashboard, you can create associations between any type of object. To create an association label: 1. Log in to the HubSpot Dashboard. 2. Go to Data Management > Objects > Custom Objects. 3. Go to the Associations tab and click Create association label. |
Additional Information
You can find more details here.