So let’s say you’ve associated a ticket or deal to a handful of contacts. At the time the associations were made, you didn’t know who the decision maker among them was. But lo’ and behold, now you do know.
So how do you update the association label between the decision maker and the contact? With Associ8, It’s actually quite simple!
What do you need to update association labels?
For the purposes of this example, I have a Contacts-to-Tickets association label called Decision Maker in my HubSpot. I also have a single checkbox contact property of the same name that reads as yes if checked. Finally I have an Associated Ticket ID contact property that the ticket’s ID gets copied to when it gets associated with the contacts.
And guess what? That’s all you need! Now let’s get cracking!
How do you update association labels?
Now what do we need to happen here? Well, whenever the contact’s Decision Maker property is checked as yes, we need it to update its association label to its associated ticket to Decision Maker. This can be accomplished with a quick workflow!
1. Create a contact based workflow.
2. Set the enrollment trigger to Decision Maker is any of yes and Associated Ticket ID is known.
3. Click the “ +” button beneath the enrollment trigger and select the Associ8 - Contact action.
4. Under Associated Object Type, select Ticket.
5. Under Associated Object Property, select Ticket ID.
6. Under Search Value, select Associated Ticket ID.
7. Under Associated Label, select Decision Maker.
8. Click Save and you’re done!
So what's going on here? If a contact is updated to be the decision maker but is already associated with a ticket, Associ8 will update the association label for you! It’s that easy. No need to do it manually. No need to double check and make sure you made all the updates.
Isn’t that better?
Want to see what else this app can do? Check out this blog post on Associating All Contacts in a Company to a New Deal With Associ8!
