Clearer Copy Direction Labels for Parent-Child Company and Account Associations

When using the Associate app to link parent and child companies in HubSpot — or parent and child accounts in Salesforce — the Copy Direction and Copy Rule labels in Step 3 now accurately reflect the actual parent-child relationship instead of showing a generic same-object label.

Previously, both options in the Copy Direction dropdown showed "Companies to Companies" (or "Accounts to Accounts" in Salesforce), making it hard to tell which way a value would actually flow. Now, the labels clearly display the direction explicitly — for example, "Child Company to Parent Company" — and the Copy Rule options update accordingly, so it's clear which record's field condition applies.

For example, to copy the Company owner from a child company to its parent only when the parent's field is empty, you can now select "Child Company to Parent Company" as the Copy Direction and "Only when Parent Company Field is empty" as the Copy Rule — no guesswork required.

There is no change to how the feature works; only the labels have been updated.

Learn more about creating parent-child relationships and copying values.