In this article, we explain how to add Associations in templates for Event-Based workflows. In Sidekick, the “Add Associations” feature allows you to enrich your workflows by linking two HubSpot objects together. This feature can only be used when creating Templates for Event-based Workflows.
Let’s illustrate this feature with a couple of examples.
For instance, you might want to associate a Contact object with a Company object, allowing you to access more context and related data when sending Slack/ MS Teams messages via your Sidekick workflows. This feature makes it easy to display properties from associated HubSpot objects, offering a broader view of your data in Slack or MS Teams.
Or, let’s say you want to create a template that sends a message when the lifecycle stage of a Contact changes. The default template will only display properties at the Contact level, such as name or email address. But if the Contact is also associated with multiple deals, you might want to display Deal-level properties as well, such as deal amount or deal status. By enabling “Add Associations,” you can pull in these Deal properties alongside the Contact data in the same message.
Intent Signals: Adding Depth to Your Workflows
Using associations can also serve as a powerful tool for surfacing intent signals. For example, imagine a lead (Contact object) from a high-value key account (Company) enters your pipeline. You might want to show properties at the Company level here. Such as the total number of contacts associated with that company, or the most engaged contacts based on engagement score properties on HubSpot, or contacts added in the last one month. This gives your sales team crucial context to prioritize leads and personalize outreach.
How to Add Associations in Templates
Step 1: Open any new or existing Sidekick Template.
Step 2: At the bottom of the Sidekick Template page, toggle the “Add Associations” button on.
Step 3: Fill in the required information.
Let’s assume we have created a Template that notifies us of new Companies created on HubSpot, along with company-level details. And we want to identify Contacts from that company that are most engaged and recently added to HubSpot.
Step 4: Select the Associated Object Type, which in this case will be “Contact”.
Step 5: Add a filter to segregate the contacts by how engaged they are, for example, “Contact Engagement Score” or any relevant property that exists in your HubSpot.
Step 6: In the Sort Details field, you can choose to arrange the list of contacts in the Slack/ MS Teams message, based on any HubSpot property. To do this, select the relevant HubSpot property in the first dropdown. And select “Ascending” or “Descending” in the second dropdown.
Step 7: Add a Header text for the Template, such as, “Recently added/modified contacts:”.
Step 8: In the Body field, use the “Insert HubSpot Property” dropdown to add HubSpot properties that will provide context about the list of associated contacts. This could be their name, job title, engagement score, last activity date, etc.
Step 9: Add Call To Action buttons if you want your team to update specific data back on HubSpot for these recently added, highly engaged contacts. This could include updating their lead status, lifecycle stage, assigning an SD owner, and so on.
Once you’re done, click on “Update Template” and Sidekick will include the newly created Contact-level association in this Template moving forward.
If you have any questions or need support with adding Associations in templates for Event-Based workflows, feel free to connect with our team!