Association Created Trigger: Start Workflows When CRM Records Are Linked
Start workflows automatically when a new association connects CRM records. Use the associated object and relationship label to decide when follow-up should begin. What’s New? All CRM record types: Works with Contacts, O…
Start workflows automatically when a new association connects CRM records. Use the associated object and relationship label to decide when follow-up should begin.
What’s New?- All CRM record types: Works with Contacts, Opportunities, Custom Objects & Companies.
- Three workflow types: Available in standard workflows, Custom Object workflows, and Company workflows.
- Relationship filters: Choose the associated object and association label to control when the workflow runs.
A new relationship can be the signal to act. Notify the team when a buyer is linked to a property, create a follow-up task when records are connected, or start an onboarding process.
How to Use- Enable Association Created Trigger in Labs.
- Go to Automation > Workflows and open a supported workflow.
- Add the Association Created trigger.
- Under Association created with, choose the associated object. Click Add filters to add an Association label filter and choose the label.
- Save the trigger, add your actions, and publish.
- Start with the record that should enrol: Choose its workflow type, then configure the associated object.
- Use labels for precise follow-up: Target the relationship role that matters to your process.
- Validate with a new association: Create a matching link after publishing and check Enrollment history and Execution logs.
Learn more - Support doc