Allow Conacts to be Linked
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Jeremy O'Gorman
Actually a similar question, with a Custom Object. If both the Contact and the Custom Object have the same unique field (email or phone number) and you have the linkage set up as one (no-duplicates contact) >> Many (Custom objects, multiple cars, or houses or dogs)
Does the Association happen automatically, or do you have to go through your 5,000+ contacts manually associating each one
K
Kaleb Mccubbins
For everyone that seems to need this.
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K
Kaleb Mccubbins
Part 1 — Create the association
Go to Settings → Objects. You'll see your standard objects (Pipelines, Contacts, Businesses) plus any custom ones.
Open the object you want to build the relationship from — in this example, Contacts.
Click the Associations tab. This lists every association already defined for that object, along with its cardinality limits and which objects it connects.
Click Create association (top right).
Select the object to associate with. This is the object on the other end of the relationship. For a spouse link, that's Contacts → Contacts (a contact related to another contact).
Name the association. You have two options:
A single label — use this when both sides of the relationship are called the same thing. "Spouse" is a good example: a spouse relates to a spouse, so one label covers both directions.
A pair of labels — use this when each side has its own name. Think "Buyer" and "Seller," or "Parent" and "Child." You'd enter one label for each direction.
Configure the relationship (cardinality). This sets how many records can be linked on each side:
Many to Many — either side can link to multiple (Spouse is technically many-to-many in the system, though in practice you'll link one).
One to Many / Many to One — one record on one side, several on the other (e.g. one business to many contacts).
Check the Preview at the bottom — it spells out the limit in plain language so you can confirm you set it up correctly.
Click Save. Your new association now appears in the Associations list for that object.
Part 2 — Apply the association to a record
Open any contact (or business/deal) record.
Find the Associations panel on the record.
Under the relevant section, choose:
Link existing — to connect a record that's already in the system.
Create new — to make a new record and link it in one step.
Select the record you want to link, then pick the association label you created (e.g. Spouse) from the dropdown.
Save. The two records are now linked, and the relationship shows on both sides.
B
Brock Scott
Yesss please!
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Kaleb Mccubbins
Brock Scotty you can do this now, I added instructions to the chat
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Brock Scott
Kaleb Mccubbins Thank you so much!
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Kaleb Mccubbins
Brock Scott welcome!
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Christopher Soto
YESSSSSS. LONG OVERDUE!!!!!
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Marty Mcclintock
create custom objects
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Ian Lowell
you can do this now. You just need to add a relationship between the contacts module to itself.
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Ren Fox
This is extremely important for real estate companies to organize client processes that do business as a couple, inheritances or as a family
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Kaleb Mccubbins
Ren Fox you can do this now FYI. You can set up custom associations and name them how you like. If you have questions I can walk you through it. Pretty easy.
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Christopher Soto
Kaleb Mccubbins I would love to see how you're executing this. Hopefully it's not some mickey mouse hack either.
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Kaleb Mccubbins
Christopher Sotohaha no hack it’s built in. It’s called associations.