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Associations Between Opportunities, Companies & Custom Objects

With this feature, you can represent real-world relationships—for example, linking an Opportunity (deal) to Companies, Properties, or other Custom Objects—and also connecting Companies directly to Custom Objects. This creates a unified, contextual view across your business records, helping your team work faster and make more informed decisions.

Why This Matters

Why This Matters

Associations make your CRM more powerful and connected. Here’s why they matter:

  • Gain a 360° view across Opportunities, Companies, and Custom Objects - Mirror real business relationships (e.g., deals ↔ companies ↔ assets like properties or policies) - Reduce time spent navigating across records by managing related information from one place - Use association data in workflows, reports, and exports for better tracking and personalization

Key Highlights

  • Supports associations between:
  • Opportunities ↔ Custom Objects - Companies ↔ Custom Objects - Companies ↔ Opportunities - Supports one-to-one, one-to-many, many-to-one, and many-to-many relationships - Create and manage associations directly from record panels - Search and link existing records instantly without leaving your workflow - View associated records across record details, Kanban cards, and List Views - Add association fields via Manage Fields → Association Label (Object Types)

How to Create an Association

Step 1: Open the Associations Tab 1.

Step 1: Open the Associations Tab

  • Go to Settings → Custom Objects → [Your Object] - Click on the Associations tab - Click Create Association _

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Step 2: Configure the Association

  • Select the object to associate with (Opportunities or Companies) - Name your association:
  • Single Label (e.g., “Deal”)
  • Pair of Labels (e.g., “Buyer ↔ Seller”) - Configure the relationship type:
  • One-to-One - One-to-Many / Many-to-One - Many-to-Many - (Optional) Set record limits (up to 1,000) - Review preview → Click Save _

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Managing Associations from Records

You can manage associations from any supported record type:

From Opportunities

  • Open an Opportunity - Go to Associated Objects - Click + Associate - Select Company or Custom Object

From Companies

  • Open a Company - Go to Associations / Related Objects - Link Opportunities or Custom Objects

From Custom Objects

  • Open a Custom Object record - Add associated Opportunities or Companies All associations appear instantly and can be edited anytime. _

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Viewing Associations in the CRM

Record Details

  • All linked records (Opportunities, Companies, Custom Objects) appear in the Associated Objects panel - Open any linked record in a side panel without leaving your current screen

Kanban View (Opportunities)

  • Go to Opportunities → Manage Fields - Add Association Label (Object Type) to cards - View linked Companies or Custom Objects directly on cards _

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List View

  • Add Association fields as columns - View all linked records in one place - Useful for filtering, bulk actions, and exports _

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Tips

  • Create up to 10 labels per object pair - Each label supports up to 1,000 linked records per side - Associations are automatically removed if a record is deleted - Add association fields to reports and exports via Manage Fields - API and automation support is coming soon

Example Use Cases Real Estate

Link Properties (Custom Objects) ↔ Opportunities ↔ Companies to track buyers, listings, and agencies in one place Events Connect Events (Custom Objects) ↔ Companies ↔ Sponsorship Opportunities Insurance Associate Policies/Quotes (Custom Objects) ↔ Opportunities ↔ Companies for full lifecycle tracking

Frequently Asked Questions Q: Can I limit relationships?

Yes — use One-to-One or set limits in configuration Q: Will renaming labels break associations? No — only the display label changes Q: Can I bulk import associations? Not yet Q: Can I use this in reporting? Yes — via association fields Q: What happens on delete? Associations are automatically removed