Contract and project record associations

What is it?

You can now associate contract records with project records in HubSpot. You can also adjust association limits or create custom association labels to define the relationship between the two records..

Why does it matter?

When a contract and a project are part of the same customer process, keeping them connected gives your team clearer context about how the agreement and the related work fit together. Linking these records directly in HubSpot means you can:

• - See the agreement details and the project work in one place
• - Define the relationship in a way that matches how your team operates
• - Reduce the need to cross-reference records manually

How does it work?

To associate a contract record with a project record, follow the standard process for associating records in HubSpot.

TTo adjust association limits or create custom association labels between contracts and projects, use the data model builder.

Who gets it?

Revenue Hub Professional, Revenue Hub Enterprise