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With this feature, you can represent real-world relationships—for example, linking an Opportunity (deal) to Companies, Properties, or other Custom Objects—and also connecting Companies directly to Custom Objects. This creates a unified, contextual view across your business records, helping your team work faster and make more informed decisions.

TABLE OF CONTENTS

• Key Highlights
• How to Create an Association

• Step 1: Open the Associations Tab

• Step 2: Configure the Association

• Managing Associations from Opportunities
• Viewing Associations in the CRM
• Opportunity Details
• Kanban View
• List View
• Tips
• Example Use Cases
• Frequently Asked Questions
• Related Articles

Why This Matters

Associations make your CRM more powerful and connected. Here’s why they matter:

• Gain a 360° view across Opportunities, Companies, and Custom Objects

• Mirror real business relationships (e.g., deals ↔ companies ↔ assets like properties or policies)

• Reduce time spent navigating across records by managing related information from one place

• Use association data in workflows, reports, and exports for better tracking and personalization

Key Highlights

• Supports associations between:

  • Opportunities ↔ Custom Objects

  • Companies ↔ Custom Objects

  • Companies ↔ Opportunities

• Supports one-to-one, one-to-many, many-to-one, and many-to-many relationships

• Create and manage associations directly from record panels

• Search and link existing records instantly without leaving your workflow

• View associated records across record details, Kanban cards, and List Views

• Add association fields via Manage Fields → Association Label (Object Types)

How to Create an Association

Step 1: Open the Associations Tab

1. Step 1: Open the Associations Tab

   • Go to Settings → Custom Objects → [Your Object]

   • Click on the Associations tab

   • Click Create Association

Screenshot

Step 2: Configure the Association

• Select the object to associate with (Opportunities or Companies)

• Name your association:

  • Single Label (e.g., “Deal”)

  • Pair of Labels (e.g., “Buyer ↔ Seller”)

• Configure the relationship type:

  • One-to-One

  • One-to-Many / Many-to-One

  • Many-to-Many

• (Optional) Set record limits (up to 1,000)

• Review preview → Click Save

Screenshot

Managing Associations from Records

You can manage associations from any supported record type:

From Opportunities

• Open an Opportunity

• Go to Associated Objects

• Click + Associate

• Select Company or Custom Object

From Companies

• Open a Company

• Go to Associations / Related Objects

• Link Opportunities or Custom Objects

From Custom Objects

• Open a Custom Object record

• Add associated Opportunities or Companies

All associations appear instantly and can be edited anytime.

Screenshot

Viewing Associations in the CRM

Record Details

• All linked records (Opportunities, Companies, Custom Objects) appear in the Associated Objects panel

• Open any linked record in a side panel without leaving your current screen

Kanban View (Opportunities)

• Go to Opportunities → Manage Fields

• Add Association Label (Object Type) to cards

• View linked Companies or Custom Objects directly on cards

Screenshot

List View

• Add Association fields as columns

• View all linked records in one place

• Useful for filtering, bulk actions, and exports

Screenshot

Tips

• Create up to 10 labels per object pair

• Each label supports up to 1,000 linked records per side

• Associations are automatically removed if a record is deleted

• Add association fields to reports and exports via Manage Fields

• API and automation support is coming soon

Example Use Cases

Real Estate

Link Properties (Custom Objects) ↔ Opportunities ↔ Companies to track buyers, listings, and agencies in one place

Events

Connect Events (Custom Objects) ↔ Companies ↔ Sponsorship Opportunities

Insurance

Associate Policies/Quotes (Custom Objects) ↔ Opportunities ↔ Companies for full lifecycle tracking

Frequently Asked Questions

Q: Can I limit relationships?

Yes — use One-to-One or set limits in configuration

Q: Will renaming labels break associations?

No — only the display label changes

Q: Can I bulk import associations?

Not yet

Q: Can I use this in reporting?

Yes — via association fields

Q: What happens on delete?

Associations are automatically removed

Related Articles

• Associations for Custom Objects

• Customize Opportunity Cards in Board View

•  Using Custom Fields for Opportunities

•  Workflow Actions: Create an Associated Record