What does the 'Clone Association' action do?

The 'Clone Association' action from the Workflow Clone, Merge & Delete App by Integration Glue allows you to replicate and apply associations between HubSpot records within a workflow. This action enables you to create a copy of an association label between any two HubSpot objects, such as contacts, companies, deals, tickets, or custom objects, ensuring that the relational data in your CRM is duplicated or adjusted as needed.

By specifying the records you want to clone associations from, the app automatically creates new relationships between the same objects, based on the defined criteria. The action can clone associations based on specific filters or conditions, making it flexible for workflows that require dynamic or conditional associations.

This action is particularly useful for scenarios such as copying associations from one deal to another, associating new contacts with existing companies, or applying similar relationships across records in a CRM workflow, all without manual intervention or effort.

• Destination Record ID refers to the unique ID of the record where the cloned associations will be applied. For example, if you're cloning associations from one deal to another, the Destination Record ID would be the ID of the deal that you want to associate the cloned relationships with
• Association Types to be Cloned specifies the types of associations that should be copied or cloned from one record to another. Associations in HubSpot can include relationships like Contact-to-Deal, Company-to-Ticket, or any custom object associations. In this case, you can choose which specific types of associations (e.g., Contact-to-Deal, Contact-to-Company) you want to replicate on the destination record.

Here’s a step-by-step guide on how to set up the 'Clone Association' action in the Workflow Clone, Merge & Delete App by Integration Glue:

Step 1: Create a New Workflow

1. In your HubSpot account, go to the Automation tab and select Workflows.
2. Click on the Create workflow button.
3. Choose the appropriate workflow type (e.g., Contact-based, Deal-based, Company-based, or Custom Object-based) depending on your use case.
4. Set your workflow’s trigger criteria (e.g., when a deal is created, a contact reaches a certain lifecycle stage, etc.).

Step 2: Add the 'Clone Association' Action

1. After setting up your triggers, click the + button to add an action.
2. In the action sidebar, scroll down and select the "Workflow Clone, Merge & Delete App".
3. From the list of actions, select the 'Clone Association' action.
4. Click Save to add the action to your workflow.

Step 3: Configure the Action

1. Destination Record ID:

   • Choose the HubSpot record ID where you want to apply the cloned associations (e.g., the ID of the destination Deal, Company, Contact, or Custom Object).
   • The cloned associations will be linked to this record.

2. Association Types to be Cloned:

   • Select the association types that you want to clone.
     • For example, you may choose to clone Contact-to-Deal, Deal-to-Company, or any other association type that exists between records.
   • Choose the associations that are relevant for your workflow.

Step 4: Review and Activate

1. After configuring the action, review your settings to ensure everything is correct.
2. Make sure all actions in the workflow are properly set up and check if everything aligns with your objectives.
3. Once satisfied with the workflow, click Review and Publish to activate it.

Step 5: Test the Workflow

1. Once the workflow is live, trigger it by performing the appropriate action (e.g., creating a deal or contact, reaching a certain lifecycle stage).
2. Verify that the cloned associations have been successfully applied to the destination record as per the selected association types.

Step 6: Use the Cloned Associations for Further Actions

1. You can now use the cloned associations in subsequent workflow actions (e.g., for reporting, notifications, or further automation).
2. Track the updates to your records through HubSpot’s reporting and dashboards for better data management.