Effectively managing relationships between contacts is key to keeping customer data well-organized. The Contact Associations feature in HighLevel’s CRM enables you to create structured links between contacts and other entities like business partners, relatives, or team members. This guide offers a detailed walkthrough on how to set up and manage these associations to enhance your CRM’s organization.
Contact Associations in HighLevel CRM allow for organized relationships between contacts and other entities. Rather than handling isolated profiles, these associations establish clear links between connected individuals or objects—like spouses, managers, team members, or related records.
Contact associations can be accessed in two main areas:
Creating associations involves a few steps:
Go to Settings > Objects, then select Contacts.
Select the “+ Create Association” button to define a new relationship.
Pick an object, such as Contacts, Surfboards, or another available entity.
Determine if the relationship requires a Single Label (e.g., “Partner”) or Pair Labels (e.g., “Buyer – Seller”).
Select between Many-to-Many or Many-to-One associations.
Once an association is created, linking contacts follows these steps:
Navigate to the Contacts section and select a contact’s profile.
Located on the right-side panel, this provides access to association options.
Click “Add”, select the relevant contact, and assign an appropriate label.
The linked contact appears in the Related Objects section, and the association updates both profiles automatically.
Go to Settings > Objects > Contacts, find the relevant association, and modify it using the three-dot menu (â‹®).
Within a Contact Profile, navigate to the Related Objects section, locate the associated contact, and remove the link.
Q. What is the difference between Single and Pair Labels?
Single Label: Both contacts receive the same label (e.g., “Colleague”).
Pair Labels: Each contact has a distinct role in the relationship (e.g., “Manager” and “Employee”).
Q. Can associations be used in automations or workflows?
At present, associations serve as an organizational tool. Future updates may introduce automation capabilities.
Q. Can contacts be linked to custom objects?
Yes, contacts can be associated with predefined objects such as Surfboards, with additional custom object support expected in future updates.
Q. Can an association label be deleted?
Yes, but deleting a label is permanent and requires removing all linked associations first.
Q. How many associations can a single contact have?
A contact can have up to 10 associations, and one label can link up to 1000 contacts.
This feature enables users to link multiple contacts together using personalized labels. It’s especially beneficial for businesses that need to track relationships between individuals, like family connections or professional associations. If your goal is to simplify communication and organize data for connected contacts, the following information outlines the main features, advantages, and best practices for using this tool effectively.
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Disclaimer : This article is for informational purposes only and does not constitute legal advice. For guidance specific to your situation, consult with a qualified attorney.
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