Allows you to create associations between a HubSpot record enrolled into a workflow to activity records on another record, such as emails, calls, meetings, tasks, notes, or Communications (SMS)
The Associate Activities from One Record to Enrolled Record action, available in the Workflow Associations Manager App by Integration Glue, lets you automatically associate historical activities (emails, calls, meetings, tasks, notes, or SMS) from one HubSpot record to another — in this case, from a contact to a newly created lead record (e.g., a deal or custom object).
This action is ideal for enriching new lead records with the full history of prior engagement logged on the contact, ensuring the sales team has all the context they need to pick up the conversation without missing a beat.
Use Case Example: New Lead Created from a Contact
Your team qualifies a contact as a lead and creates a new deal or custom object record to represent the sales opportunity. This new lead doesn’t yet have any activities on its timeline — but the associated contact has important historical interactions (emails, meetings, calls, etc.).
With this action, you can automatically associate relevant past activities from the contact to the newly created lead record.
Action Field Breakdown
Object to Pull Activities From
Set this to Contact – we’re pulling activities from the person who initiated or influenced the lead creation.
Activities to Copy
Choose one or more types of activity to associate:
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Email
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Call
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Meeting
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(Others like Task, Note, SMS as needed)
Association Label Filter (Optional)
Filter which contact(s) to pull from using their association label.
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Example: Use “Primary” to only pull from the primary associated contact.
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Leave blank to include all associated contacts.
Number of Object Records to Pull
Enter 1 to limit activity pulling to just one (e.g., the most relevant or primary contact).
Object Record ID to Pull Activities From (Optional)
Leave this blank to use associated records. Only use this if pulling from a known contact ID via property or token.