Filter Target Records When Creating HubSpot Associations

In Insycle's Associate app under Step 2, you can already use the object filter to limit the number of target records Insycle searches for matches on the Simple and Advanced tabs.

Now, you can also apply filters to narrow down target HubSpot records on the Related and Existing tabs. This helps ensure that you create associations only between records that meet specific field-value criteria.

Related tab: The Related tab in Step 2 leverages existing associations to fill in missing ones. For example, when a new order comes in, you want it associated with the relevant company. Since you automatically link orders to contacts, you can use the Related tab to connect orders to companies through existing contact-to-company relationships.

Now, you can filter to associate only companies that meet specific conditions—such as those that have a Parent Company value (only select subsidiaries) or a Type value of "Customer." If multiple companies meet your filter criteria, all qualifying records will be associated with the source order.

Existing tab: The Existing tab of Step 2 lets you add or remove association labels between records that are already related in HubSpot. For example, you have course objects related to contacts and want to add an "Enrolled-Win26" label to currently unlabeled associations.

To ensure you label only relationships for the winter term, you can filter to show only courses with "Winter 2026" in the Term field.

Learn more about using the Filter when managing HubSpot associations and labels.