What is hubspot-get-associations?

This Claude skill enables seamless retrieval of associated records within HubSpot CRM, allowing users to instantly identify relationships between contacts, companies, and deals. By automating the discovery of linked data through natural language, it streamlines CRM navigation and enhances data visibility for sales and account management teams.

When should I use hubspot-get-associations?

hubspot-get-associations is useful in the following scenarios: • Sales Deal Management: Quickly identify all stakeholders and contacts linked to a specific deal to coordinate multi-threaded outreach. • Account Research: Retrieve all contacts associated with a target company to map out the organizational structure and key decision-makers. • Customer Contextualization: Find the primary company or related deals for a specific contact to gain full context before a discovery call or support interaction. • Pipeline Visibility: List all active deals associated with a contact or company to assess account value and current sales momentum.

name	hubspot-get-associations
description	"Get associated records in HubSpot CRM. Load when user says 'get associations', 'linked records', 'contacts on deal', 'company contacts', 'related records', 'who is on this deal'."

Get HubSpot Associations

Specialized skill for retrieving associated records between HubSpot CRM objects.

Pre-Flight Check

Before running, execute config check:

python 00-system/skills/hubspot/hubspot-master/scripts/check_hubspot_config.py --json

If ai_action is not proceed_with_operation, follow hubspot-connect setup guide.

Usage

Required Parameters

--object-type - Source object type (contacts, companies, deals)
--object-id - Source object ID
--to-type - Target object type to find associations

Examples

Get contacts on a deal:

python 00-system/skills/hubspot/hubspot-master/scripts/get_associations.py \
  --object-type deals \
  --object-id 5840795376 \
  --to-type contacts \
  --json

Get contacts at a company:

python 00-system/skills/hubspot/hubspot-master/scripts/get_associations.py \
  --object-type companies \
  --object-id 6493611979 \
  --to-type contacts \
  --json

Get deals for a contact:

python 00-system/skills/hubspot/hubspot-master/scripts/get_associations.py \
  --object-type contacts \
  --object-id 12345 \
  --to-type deals \
  --json

Get company for a contact:

python 00-system/skills/hubspot/hubspot-master/scripts/get_associations.py \
  --object-type contacts \
  --object-id 12345 \
  --to-type companies \
  --json

Valid Object Types

Type	Description
contacts	Contact records
companies	Company records
deals	Deal/opportunity records

Output Format

{
  "results": [
    {
      "toObjectId": 12345,
      "associationTypes": [
        {
          "category": "HUBSPOT_DEFINED",
          "typeId": 3,
          "label": "Deal to Contact"
        }
      ]
    }
  ]
}

Display Format

Found 3 contacts associated with deal 5840795376:

1. Contact ID: 12345 (Deal to Contact)
2. Contact ID: 12346 (Deal to Contact)
3. Contact ID: 12347 (Deal to Contact)

Use 'search contacts --id 12345' for full details.

Common Use Cases

User Says	Command
"Who is on this deal?"	deals → contacts
"What company is John at?"	contacts → companies
"Show contacts at Acme"	companies → contacts
"What deals does John have?"	contacts → deals

Error Handling

Error	Solution
401	Invalid token - re-run setup
403	Missing read scope for object type
404	Object not found - check ID
429	Rate limited - wait and retry

Related Skills

hubspot-list-contacts - Get contact details
hubspot-list-companies - Get company details
hubspot-list-deals - Get deal details

When & Why to Use This Skill

Use Cases