hubspot-get-associations_skill

Overview

This skill retrieves associated records between HubSpot CRM objects so you can quickly see linked contacts, companies, or deals. It supports queries like contacts on a deal, deals for a contact, or company for a contact. Results are returned as a structured list of associated object IDs and association metadata for easy consumption.

How this skill works

The skill calls HubSpot's associations API to list associations from a source object type and ID to a target object type. It validates configuration and API credentials before running and returns JSON results with toObjectId and associationTypes. Display-friendly text can be built from the JSON to show counts and quick next-step commands.

When to use it

• You need to list contacts linked to a specific deal.
• You want to find the company associated with a contact.
• You are mapping deals related to a contact or company.
• You want a quick association summary to drive follow-up actions.

Best practices

• Run an initial config check to confirm credentials and scopes before querying.
• Use numeric HubSpot object IDs and the correct object-type (contacts, companies, deals).
• Handle API rate limits by backing off on 429 responses and retrying.
• Inspect associationTypes in the response to understand relationship labels and categories.
• Combine with list/detail skills to fetch full record data after retrieving IDs.

Example use cases

• Get contacts on a deal: source deals, target contacts to reach out to stakeholders.
• Get company for a contact: confirm account details before a sales call.
• Get deals for a contact: review opportunity history for account planning.
• Get contacts at a company: assemble an outreach list for account-based campaigns.