How to associate HubSpot records in Slack

Contacts, companies, deals, and tickets are standard objects in HubSpot CRM. And the instances of your contacts, companies, deals, and tickets are your records. HubSpot records can be associated with each other for more meaningful CRM data.

According to your needs, you may want to associate different combinations of records, such as associate a contact to a company, associate a ticket to a company, or associate contact to a deal. No matter which one you're trying, there are two ways to add an association to HubSpot records in Slack:

1. Associate records via HubSpot Slack app. Learn how » ‍

1. Associate HubSpot records via Actioner in Slack. Learn how » ‍

Associate records via HubSpot Slack app

Follow the steps below to associate records with each other via HubSpot Slack app.

• First, you should find the record you want to associate with. Click the text box's Attachments & shortcuts (+) icon. Select Search with HubSpot. Or just use one of the HubSpot Slack slash commands; /hs-search-company.
  

• Select the record type from the dropdown menu (contact, company, deal, ticket, task).

• If you click on Search without filling any field, only up to 3 contacts will be shown. So, you need to fill in some fields in the form to find the exact record. Beware that these fields do not allow selection through the dropdown.

Tired already? Try the other way »

• After you find the record, click Add association action.

• You will see the record types you can associate written as Associate a [record].

• Click on the Select a [record] and type which record you want to associate. Unfortunately, you can't see auto-complete suggestions unless you type at least 3 characters.

• Choose from the auto-complete record names.

Associate HubSpot records via Actioner in Slack

To associate HubSpot records with each other in Slack, a much more effortless way is possible with Actioner. You don't need to first search for records or fill some fields to find a record. Instead, you just select the records you want to associate, and that's all.

Below are the steps:

1. Click the Attachments & shortcuts (+) icon in the text box. Select Run actions with Actioner. Or just write /actioner.

Attention: You need to add the free Actioner App from here in Slack to do that.

2.Type which action you want to execute in the Select action field and choose the action from the dropdown menu. In this case, it could be Associate contact to company. Click Select.

3. Select the contact, company, and Slack channel you want to post from the dropdown menus.

4. Click Associate. And ta-da!

What else can you do with Actioner?

Executing actions in Slack with Actioner is a no-brainer. Actions are not limited to associating HubSpot records; you can literally execute any action in your Slack workspace. Choose what you want to do with Actioner.

• Use the HubSpot app or check out other apps (Zendesk, Jira, etc.) built by the Actioner in the app directory.
• Build your own actions.
• Build your own app.

No matter which work apps are in your tool stack, use them all in Slack via Actioner! 

Start using Actioner with Slack now.

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Sales use cases          Slack-first sales with HubSpot