Step-by-step guide to associate any two records of different HubSpot objects from Google Sheets or Microsoft Excel
Sources
, navigate through Your Sources
and click on the HubSpot source you want to export the data to.Export to HubSpot
.Associate
under the Action
dropdown. Choose both the Objects that you want to be associatedSave
and then click on Export
.ASSOCIATE
action. You can use the Click here to get Record IDs
feature or retrieve the IDs manually.Associate in HubSpot
button, this action exports the selected data from your Google Sheets into your HubSpot account.Automatic Exports
. Click on the Create Schedule
button.