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Set limits for record associations

Last updated: February 8, 2024

Available with any of the following subscriptions, except where noted:

Marketing Hub Professional, Enterprise
Sales Hub Professional, Enterprise
Service Hub Professional, Enterprise
Operations Hub Professional, Enterprise
CMS Hub Professional, Enterprise

To help maintain accurate association data, users with super admin permissions can configure limits for the number of associated records or labels used to describe associations. For example, you can set a limit of one associated company per deal, five associated contacts per deal, or one contact labelled Billing contact per company.

To set association limits:

  • In your HubSpot account, click the settings settings icon in the main navigation bar.
  • In the left sidebar menu, navigate to Objects, then select the object for which you’d like to set association limits.
  • Click the Associations tab.
  • Select the object association (e.g., Contacts-to-companies).

configure-association-limit

  • To set a limit for all associations of between those objects, regardless of labels: 
    • Click Configure association limit.
    • In the right panel, select an option for each direction:
      • Many [records]: a record can be associated with many records of the other object.
      • Custom: a record can be associated with a specified number of records of the other object. In the field, enter a number to set a custom limit.
      • One [records]: a record can be associated with only one record of the other object.
    • Click Save.
  • To set the limit for a specific association label:
    • View the current limit in the Label Limits column. By default, most association labels are 1-to-Many (e.g., one contact can be associated to many deals).
    • To edit the limit, hover over the row, then click Edit limit.

edit-limit-association-label

    • In the right panel, select an option for each direction:
      • Many [records] can have label: a record can be associated with many records of the other object using the label.
      • Custom: a record can be associated with a specified number of records of the other object using the label. In the field, enter a number to set a custom limit.
      • One [records] can have label: a record can be associated with only one record of the other object using the label.
    • Click Save.

Once saved, users will be unable to create associations or set association labels that exceed the limit.

Please note: if the total association limit is set to one and the label limit is set to custom or many, the association limit takes precedence. For example, if the number of associated contacts is limited to one and the Decision maker limit is set to many, the maximum number associated contacts is one whether or not it's labelled Decision maker.

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