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Associated records

Associated records shows a native HubSpot table, e.g. deals on a company or contacts on a ticket. Use it when the user should be able to recognize and work with HubSpot’s regular association table.

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Availability

This building block can be used in the middle column, the preview panel, and the Help desk sidebar. It cannot be used in the regular CRM sidebar.

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Add and configure

  1. Add Associated records from CRM data.
  2. Choose the Associated object: contacts, companies, deals, or tickets.
  3. Choose between 1 and 12 Columns.
  4. Choose the number of Rows shown: automatic, 3, 5, 10, or 20.
When the object changes, the columns reset to a sensible default set for the new object. Always review the columns after switching.

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Data, rules, and steps

The table reads the associations through HubSpot’s CRM component and is not itself a list binding for other building blocks. If you want to use the rows in a chart, repeater, or dynamic select field, choose an associated-records list in that building block; Card Studio then creates an association data source. The whole table can be assigned to a step or have a visibility rule.

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Limitations and tips

The schema supports up to five prefilters, sorting, and custom object types, but these settings are not exposed in the current designer. The user’s HubSpot permissions affect which records and properties the table can show. Test with your audience’s access level. Use Table if the data comes from an external system, or if Card Studio should control the column formatting.