Change association label HubSpot Workflow Action

The "Change Association Label" workflow action in HubSpot provides a streamlined method to update labels for existing associations between CRM objects.

Functionality

• Target Object Selection: Select the type of object whose associations you want to update (e.g., Deals, Contacts, Companies, Tickets).
• Label Updating: Choose a new label to apply to all existing associations with the enrolled object

How to Use

1. Object Type Selection: Within the workflow action, specify the type of associated objects you want to modify (e.g., Deals associated with a Contact).
2. Association Label Setting: Select the new label from the dropdown menu that you wish to apply to these associations.

Steps for Implementation

• Add the "Change Association Label" action to your workflow at the point where an update of association labels is required.
• Define the "Find object type" to select the associated objects you are targeting.
• Set the new "Association label" to be applied to the identified associations.

Example Use Case

• When a Contact is enrolled in the workflow, the action will locate all Deals associated with that Contact.
• It will then update the association label for all found Deals to the selected label, such as "Point of Contact."