When dealing with companies, it is especially important to ensure up-to-date context across related opportunities, contacts, and custom objects, as it demonstrates professionalism and attention to detail that solidifies B2B relationships. You can easily achieve this by associating objects to keep their updates synced and relevant information accessible. Let's learn how to do it.

Creating An Association

Head to the Objects section in your subaccount settings and click the Companies card.

Switch to the Associations tab and click + Create Association.

Select the type of object you want to connect your company to.

Select the association label type, then give it a name. If using a single label, this same name will be applied to the company and the associated object. If you're using a pair of labels, you can assign a unique name to each.

Select how many objects can be associated with a single company (1), then set how many companies can be assigned to a single object (2).

You can choose between “many” for an indefinite quantity (1), “one” for a single association (2), or “custom” (3) to set a specific limit.

Review the preview to ensure your configuration is correct, then save your changes.

Associating Objects

In the Companies tab of the Contacts section, hover over your desired company, and click the pencil icon next to it.

Navigate to the Associations section.

Locate the type of object you want to create an association with, then click “+ Add.”

Select the contact, opportunity, or custom record you want to associate with the company, then click save.

We hope this helps you have a smooth setup so you can easily build, manage, or update associations anytime from the same panel. This simplifies keeping your information centralized, leading to streamlined management and improved reporting accuracy.