Setup Multiple Types of Associations Between Contacts, Companies, and Deals in Your HubSpot Portal
RevOps teams understand the visibility and power that comes from associating object records in your CRM. There are significant limitations to the reporting and automation capabilities of a database that must rely soley on data stored within custom property values, as opposed to creating a relationship with another object record.
With custom associations, you can create additional relationships between contacts, companies, deals, and tickets, identifying relationships such as partners or distributors. Proper associations are one the of the keys to a creating scalable reporting and automation in your organization.