HubSpot Updates: Use association labels in Create record & Create task workflow actions

The Update Algorithm By Sidekick Strategies

Product Update Briefing: Workflow Enhancements for Record and Task Creation

Date: October 21, 2024

Subject: Enhanced Association Labeling in Workflow Record and Task Creation Actions

Key Takeaway: This product update introduces significant improvements to the "Create Record" and "Create Task" actions within Workflows, providing users with greater control over association labeling and relationship management between records.

Main Themes:

• Enhanced Control over Associations: The update addresses previous limitations in defining relationships between records created through workflows. "[P]reviously, when using the Create record and Create Task actions in Workflows, there were limited options for how to handle the relationships between the enrolled record and the newly created records."
• Granular Association Labeling: The update introduces "[u]pgraded association options to both of these actions, which allow more control over which associations are created, as well as the ability to apply relationship labels." This allows for more precise and informative relationship mapping within the system.
• Improved User Experience: The update simplifies association management by introducing "a new section for configuring associations" within the "Create task or Create record actions in workflows." This streamlines the workflow creation process and makes it easier for users to establish desired relationships between records.

Impact:

• Increased Efficiency: The ability to clearly define and label associations between records created through workflows will streamline data management and improve overall operational efficiency.
• Enhanced Data Accuracy: Precise association labeling will enhance data accuracy and make it easier to track and analyze relationships between different records.
• Improved Reporting and Insights: The ability to leverage association labels in reports and analyses will provide users with more comprehensive and insightful data, leading to better decision-making.

Availability: This feature is available to users with the following subscriptions:

• Marketing Pro, Marketing Enterprise
• Ops Pro, Ops Enterprise
• Sales Pro, Sales Enterprise
• Service Pro, Service Enterprise