When to Merge Companies vs Associate Them in HubSpot
One of the most common HubSpot data questions is also one of the most important:
Should these...
Topic
HubSpot Associations
How to Create Sibling Company Associations in HubSpot
HubSpot users often model company hierarchies with parent-child relationships. That works well when...
How to Automate Parent–Child Company Associations in HubSpot
How to Automate Parent–Child Company Associations in HubSpot
You have 50 franchise locations in...
How to include associated record data in HubSpot duplicate detection (with Koalify)
When identifying duplicates in HubSpot, detection typically relies on properties that live directly...