HubSpot workflow automation

Keep the right CRM relationships in sync.

Association Mirror adds a custom workflow action to HubSpot that copies selected associations from an enrolled CRM record to another record—or mirrors an entire associated record group so every companion record is connected. Start free, test with sample records, and automate the relationship updates that fit your process.

Start free See how it works
No credit card 25 free executions One connected portal
Association Mirror Association group
Before and after association-group mirroring Before mirroring, a related contact, company, deal, and custom object share only an enrolled contact. After mirroring, all four companion records are associated to one another, including the company and deal. BEFORE One shared source C Contact C Company C ENROLLED RECORD Contact D Deal O Custom object Companions are not linked to each other MIRROR GROUP AFTER Every companion connected C Contact C Company D Deal O Custom object 6 LINKS ENSURED Company ↔ Deal included
Association group mirroredEvery companion pair is now connected 6 links
Standard + customAssociation-capable CRM objects
Add · Sync · RemoveThree precise operations
Portal-awareChoices match enabled permissions
Workflow-nativeRuns where your team already works
Purpose-built for associations

Relationship automation,
without the busywork.

Use a focused workflow action to keep related CRM records aligned.

01

Automatic Mirroring

Copy associations between supported HubSpot CRM records. Choose Sync to align the destination, Add to create missing relationships, or Remove for targeted cleanup.

Add Sync Remove
02

Standard and Custom Objects

Work with association-capable standard and custom CRM objects authorized in the connected portal. The available choices adapt to its HubSpot subscription, enabled objects, and granted permissions.

03

Guided Setup

Connect a HubSpot portal with OAuth, add the action to a workflow, and review execution results from the Association Mirror dashboard.

Built around your process

Two patterns.
Countless workflows.

Examples of relationship maintenance you can build into a HubSpot workflow.

Add mode

Copy Relationships to a Related Record

Use the enrolled record as the source and a workflow token or stored record ID as the destination. Add selected associated object types without removing relationships already present.

WhenA record is ready to share its relationships
ThenAdd selected associations to a destination record
Sync mode

Keep Parallel Records Aligned

Use Sync when a destination record should match the source record's selected associations. Because Sync can remove extra relationships, test the workflow with non-production records first.

WhenA source record's relationships change
ThenSync selected associated object types to the destination
Start with a test workflow

Ready to build your
first workflow?

Create an account without a credit card and test Association Mirror on the Free plan.

Start free View pricing plans